Stillwater Private Wealth’s Microsoft MSFT Stock Holding History

Stillwater Private Wealth’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	$1.08M	Buy	2,204 +143	+7%	+$57.9K	0.71%	28
2026 Q1	$762K	Buy	+2,061	New	+$862K	0.64%	35

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stillwater Private Wealth's MSFT Position: Q2 2026 in Review

Stillwater Private Wealth increased its Microsoft (MSFT) stake by 6.9% in Q2 2026, buying an estimated $57.9K and bringing the position to 2,204 shares worth $1.08M. The position accounts for 0.71% of the portfolio, ranked #28.

Stillwater Private Wealth first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Stillwater Private Wealth held 2,204 shares of Microsoft worth $1.08M as of Q2 2026.
Stillwater Private Wealth bought 143 Microsoft shares in Q2 2026, an estimated $57.9K.
Microsoft made up 0.71% of Stillwater Private Wealth's portfolio in Q2 2026, its #28 holding.
Stillwater Private Wealth first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.