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Tempus Wealth Planning’s Microsoft MSFT Stock Holding History

Tempus Wealth Planning’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 		$8.04M Buy
21,552
+237
+1% +$95.9K 1.57% 13
2026
Q1 		$7.89M Buy
21,315
+340
+2% +$142K 1.81% 8
2025
Q4 		$10.1M Sell
20,975
-699
-3% -$350K 2.32% 5
2025
Q3 		$11.2M Buy
21,674
+8
+0% +$4.08K 2.58% 4
2025
Q2 		$10.8M Buy
21,666
+31
+0.1% +$13.5K 2.69% 4
2025
Q1 		$8.12M Buy
21,635
+257
+1% +$105K 2.43% 3
2024
Q4 		$9.01M Buy
21,378
+148
+0.7% +$63K 2.75% 3
2024
Q3 		$9.14M Buy
21,230
+273
+1% +$117K 3.35% 3
2024
Q2 		$9.37M Buy
20,957
+272
+1% +$115K 3.91% 2
2024
Q1 		$8.7M Buy
20,685
+81
+0.4% +$32.8K 3.83% 2
2023
Q4 		$7.75M Sell
20,604
-201
-1% -$71.5K 3.4% 4
2023
Q3 		$6.57M Sell
20,805
-3,517
-14% -$1.16M 3.29% 4
2023
Q2 		$8.28M Sell
24,322
-1,038
-4% -$325K 3.74% 3
2023
Q1 		$7.31M Sell
25,360
-219
-0.9% -$55.9K 3.57% 3
2022
Q4 		$6.13M Sell
25,579
-670
-3% -$161K 3.73% 2
2022
Q3 		$6.11M Buy
26,249
+3,994
+18% +$1.05M 4.08% 2
2022
Q2 		$5.72M Buy
22,255
+30
+0.1% +$8.14K 4.7% 4
2022
Q1 		$6.85M Sell
22,225
-950
-4% -$286K 4.87% 2
2021
Q4 		$7.79M Buy
23,175
+45
+0.2% +$14.6K 4.2% 3
2021
Q3 		$6.52M Buy
23,130
+347
+2% +$101K 3.69% 4
2021
Q2 		$6.17M Buy
22,783
+7,345
+48% +$1.87M 4.1% 3
2021
Q1 		$3.64M Buy
15,438
+147
+1% +$34.1K 3.85% 4
2020
Q4 		$3.4M Sell
15,291
-86
-0.6% -$18.5K 4.39% 6
2020
Q3 		$3.23M Sell
15,377
-1,271
-8% -$267K 4.68% 6
2020
Q2 		$3.39M Buy
16,648
+20
+0.1% +$3.63K 5.05% 6
2020
Q1 		$2.62M Sell
16,628
-198
-1% -$32.6K 4.3% 6
2019
Q4 		$2.65M Buy
+16,826
New +$2.47M 2.34% 10

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tempus Wealth Planning's MSFT Position: Q2 2026 in Review

Tempus Wealth Planning increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $95.9K and bringing the position to 21,552 shares worth $8.04M. The position accounts for 1.57% of the portfolio, ranked #13.

Tempus Wealth Planning first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tempus Wealth Planning held 21,552 shares of Microsoft worth $8.04M as of Q2 2026.
  • Tempus Wealth Planning bought 237 Microsoft shares in Q2 2026, an estimated $95.9K.
  • Microsoft made up 1.57% of Tempus Wealth Planning's portfolio in Q2 2026, its #13 holding.
  • Tempus Wealth Planning first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's Microsoft position peaked at $11.2M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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