Stone Loft Wealth Management’s Microsoft MSFT Stock Holding History

Stone Loft 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	$663K	Buy	1,675 +1	+0.1%	+$405	0.38%	22
2026 Q1	$620K	Buy	+1,674	New	+$700K	0.44%	21

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

Stone Loft Wealth Management's MSFT Position: Q2 2026 in Review

Stone Loft Wealth Management increased its Microsoft (MSFT) stake by 0.06% in Q2 2026, buying an estimated $405 and bringing the position to 1,675 shares worth $663K. The position accounts for 0.38% of the portfolio, ranked #22.

Stone Loft Wealth Management first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Stone Loft Wealth Management held 1,675 shares of Microsoft worth $663K as of Q2 2026.
Stone Loft Wealth Management bought 1 Microsoft share in Q2 2026, an estimated $405.
Microsoft made up 0.38% of Stone Loft Wealth Management's portfolio in Q2 2026, its #22 holding.
Stone Loft Wealth Management first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stone Loft Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.