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Tiller Private Wealth’s Microsoft MSFT Stock Holding History

Tiller 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 		$511K Sell
1,371
-75
-5% -$30.3K 0.16% 29
2026
Q1 		$535K Buy
1,446
+43
+3% +$18K 0.19% 26
2025
Q4 		$679K Buy
1,403
+5
+0.4% +$2.51K 0.24% 22
2025
Q3 		$724K Sell
1,398
-60
-4% -$30.6K 0.26% 21
2025
Q2 		$726K Sell
1,458
-964
-40% -$419K 0.28% 20
2025
Q1 		$909K Buy
2,422
+718
+42% +$293K 0.38% 17
2024
Q4 		$718K Buy
1,704
+80
+5% +$34.1K 0.3% 18
2024
Q3 		$699K Buy
1,624
+93
+6% +$39.8K 0.29% 18
2024
Q2 		$684K Buy
1,531
+49
+3% +$20.7K 0.3% 19
2024
Q1 		$623K Sell
1,482
-93
-6% -$37.6K 0.28% 21
2023
Q4 		$592K Sell
1,575
-399
-20% -$142K 0.3% 20
2023
Q3 		$624K Sell
1,974
-33
-2% -$10.9K 0.34% 20
2023
Q2 		$683K Buy
2,007
+14
+0.7% +$4.39K 0.37% 19
2023
Q1 		$575K Sell
1,993
-261
-12% -$66.6K 0.32% 22
2022
Q4 		$541K Buy
2,254
+198
+10% +$47.5K 0.32% 25
2022
Q3 		$479K Buy
2,056
+23
+1% +$6.07K 0.31% 28
2022
Q2 		$522K Sell
2,033
-324
-14% -$87.9K 0.32% 28
2022
Q1 		$727K Buy
2,357
+239
+11% +$71.9K 0.42% 20
2021
Q4 		$712K Hold
2,118
– – 0.45% 21
2021
Q3 		$597K Buy
2,118
+54
+3% +$15.7K 0.45% 18
2021
Q2 		$559K Buy
2,064
+219
+12% +$55.7K 0.6% 20
2021
Q1 		$435K Buy
1,845
+166
+10% +$38.5K 0.54% 18
2020
Q4 		$374K Buy
1,679
+335
+25% +$72K 0.51% 20
2020
Q3 		$283K Buy
1,344
+11
+0.8% +$2.31K 0.52% 20
2020
Q2 		$271K Buy
1,333
+61
+5% +$11.1K 0.55% 21
2020
Q1 		$201K Buy
+1,272
New +$209K 0.23% 31

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

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

Tiller Private Wealth reduced its Microsoft (MSFT) stake by 5.2% in Q2 2026, selling an estimated $30.3K and leaving 1,371 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #29.

Tiller Private Wealth first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $909K in Q1 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tiller Private Wealth held 1,371 shares of Microsoft worth $511K as of Q2 2026.
  • Tiller Private Wealth sold 75 Microsoft shares in Q2 2026, an estimated $30.3K.
  • Microsoft made up 0.16% of Tiller Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Tiller Private Wealth first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Tiller Private Wealth's Microsoft position peaked at $909K in Q1 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.