Tanglewood Wealth Management’s Microsoft MSFT Stock Holding History

Tanglewood 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	$423K	Hold	1,134	–	–	0.04%	33
2026 Q1	$420K	Sell	1,134 -372	-25%	-$156K	0.03%	31
2025 Q4	$728K	Hold	1,506	–	–	0.07%	27
2025 Q3	$780K	Hold	1,506	–	–	0.07%	26
2025 Q2	$749K	Sell	1,506 -38	-2%	-$16.5K	0.07%	24
2025 Q1	$580K	Hold	1,544	–	–	0.07%	29
2024 Q4	$651K	Buy	1,544 +431	+39%	+$184K	0.08%	28
2024 Q3	$479K	Buy	1,113 +4	+0.4%	+$1.71K	0.06%	27
2024 Q2	$496K	Hold	1,109	–	–	0.06%	24
2024 Q1	$467K	Sell	1,109 -81	-7%	-$32.8K	0.06%	24
2023 Q4	$447K	Buy	+1,190	New	+$424K	0.05%	26
2023 Q3	–	Sell	-910	Closed	-$310K	–	30
2023 Q2	$310K	Sell	910 -103	-10%	-$32.3K	0.04%	26
2023 Q1	$292K	Sell	1,013 -4	-0.4%	-$1.02K	0.04%	30
2022 Q4	$244K	Hold	1,017	–	–	0.04%	31
2022 Q3	$237K	Buy	1,017 +1	+0.1%	+$264	0.04%	28
2022 Q2	$261K	Hold	1,016	–	–	0.04%	28
2022 Q1	$313K	Hold	1,016	–	–	0.05%	27
2021 Q4	$342K	Buy	1,016 +66	+7%	+$21.4K	0.06%	21
2021 Q3	$268K	Hold	950	–	–	0.05%	19
2021 Q2	$257K	Hold	950	–	–	0.05%	19
2021 Q1	$224K	Hold	950	–	–	0.04%	21
2020 Q4	$211K	Buy	+950	New	+$204K	0.04%	18

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

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

Tanglewood Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 1,134 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #33.

Tanglewood Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $780K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tanglewood Wealth Management held 1,134 shares of Microsoft worth $423K as of Q2 2026.
Tanglewood Wealth Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.04% of Tanglewood Wealth Management's portfolio in Q2 2026, its #33 holding.
Tanglewood Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
Tanglewood Wealth Management's Microsoft position peaked at $780K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.