Stapp Wealth Management’s Microsoft MSFT Stock Holding History

Stapp Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Hold	676	–	–	0.33%	30
2026 Q1	$250K	Hold	676	–	–	0.32%	29
2025 Q4	$327K	Hold	676	–	–	0.42%	26
2025 Q3	$350K	Hold	676	–	–	0.47%	25
2025 Q2	$336K	Hold	676	–	–	0.48%	23
2025 Q1	$254K	Hold	676	–	–	0.39%	21
2024 Q4	$285K	Sell	676 -5	-0.7%	-$2.13K	0.44%	20
2024 Q3	$293K	Buy	681 +5	+0.7%	+$2.14K	0.47%	19
2024 Q2	$302K	Hold	676	–	–	0.52%	17
2024 Q1	$284K	Hold	676	–	–	0.5%	17
2023 Q4	$254K	Hold	676	–	–	0.43%	21
2023 Q3	$213K	Hold	676	–	–	0.41%	21
2023 Q2	$230K	Buy	+676	New	+$212K	0.46%	22
2023 Q1	–	Sell	-1,276	Closed	-$306K	–	24
2022 Q4	$306K	Hold	1,276	–	–	0.73%	16
2022 Q3	$297K	Buy	+1,276	New	+$337K	0.87%	15

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Stapp Wealth Management's MSFT Position: Q2 2026 in Review

Stapp Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 676 shares worth $252K. The position accounts for 0.33% of the portfolio, ranked #30.

Stapp Wealth Management first reported a position in MSFT in Q3 2022 and has held it in 15 quarters since. The position peaked at $350K in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Stapp Wealth Management held 676 shares of Microsoft worth $252K as of Q2 2026.
Stapp Wealth Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.33% of Stapp Wealth Management's portfolio in Q2 2026, its #30 holding.
Stapp Wealth Management first reported a position in Microsoft in Q3 2022 and has held it in 15 quarters since.
Stapp Wealth Management's Microsoft position peaked at $350K in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.