TLWM Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.37M | Buy |
6,353
+1,255
| +25% | +$508K | 0.39% | 23 |
|
|
2026
Q1 | $1.89M | Buy |
5,098
+204
| +4% | +$85.4K | 0.34% | 24 |
|
|
2025
Q4 | $2.37M | Buy |
4,894
+5
| +0.1% | +$2.51K | 0.43% | 21 |
|
|
2025
Q3 | $2.53M | Sell |
4,889
-1,148
| -19% | -$586K | 0.46% | 18 |
|
|
2025
Q2 | $3M | Buy |
6,037
+16
| +0.3% | +$6.95K | 0.57% | 14 |
|
|
2025
Q1 | $2.26M | Buy |
6,021
+132
| +2% | +$53.8K | 0.45% | 17 |
|
|
2024
Q4 | $2.48M | Buy |
5,889
+266
| +5% | +$113K | 0.49% | 17 |
|
|
2024
Q3 | $2.42M | Buy |
5,623
+884
| +19% | +$378K | 0.49% | 14 |
|
|
2024
Q2 | $2.12M | Sell |
4,739
-2
| -0% | -$845 | 0.46% | 16 |
|
|
2024
Q1 | $1.99M | Sell |
4,741
-85
| -2% | -$34.4K | 0.44% | 15 |
|
|
2023
Q4 | $1.81M | Buy |
4,826
+11
| +0.2% | +$3.92K | 0.43% | 17 |
|
|
2023
Q3 | $1.52M | Buy |
4,815
+130
| +3% | +$43K | 0.4% | 20 |
|
|
2023
Q2 | $1.6M | Sell |
4,685
-12
| -0.3% | -$3.76K | 0.46% | 19 |
|
|
2023
Q1 | $1.35M | Sell |
4,697
-1,024
| -18% | -$261K | 0.43% | 19 |
|
|
2022
Q4 | $1.37M | Sell |
5,721
-6,005
| -51% | -$1.44M | 0.5% | 18 |
|
|
2022
Q3 | $976K | Buy |
11,726
+7,484
| +176% | +$1.98M | 0.43% | 25 |
|
|
2022
Q2 | $1.08M | Sell |
4,242
-62
| -1% | -$16.8K | 0.42% | 16 |
|
|
2022
Q1 | $1.32M | Buy |
4,304
+152
| +4% | +$45.7K | 0.46% | 23 |
|
|
2021
Q4 | $1.4M | Sell |
4,152
-577
| -12% | -$187K | 0.47% | 19 |
|
|
2021
Q3 | $1.33M | Buy |
4,729
+509
| +12% | +$148K | 0.51% | 17 |
|
|
2021
Q2 | $1.15M | Buy |
4,220
+74
| +2% | +$18.8K | 0.41% | 21 |
|
|
2021
Q1 | $976K | Buy |
4,146
+160
| +4% | +$37.1K | 0.37% | 23 |
|
|
2020
Q4 | $887K | Buy |
3,986
+128
| +3% | +$27.5K | 0.35% | 25 |
|
|
2020
Q3 | $781K | Buy |
3,858
+153
| +4% | +$32.1K | 0.37% | 21 |
|
|
2020
Q2 | $752K | Sell |
3,705
-1,578
| -30% | -$286K | 0.44% | 22 |
|
|
2020
Q1 | $833K | Sell |
5,283
-2
| -0% | -$329 | 0.49% | 15 |
|
|
2019
Q4 | $835K | Sell |
5,285
-64
| -1% | -$9.4K | 0.4% | 17 |
|
|
2019
Q3 | $743K | Sell |
5,349
-162
| -3% | -$22.3K | 0.38% | 18 |
|
|
2019
Q2 | $738K | Sell |
5,511
-330
| -6% | -$41.9K | 0.42% | 17 |
|
|
2019
Q1 | $685K | Sell |
5,841
-200
| -3% | -$21.8K | 0.38% | 22 |
|
|
2018
Q4 | $631K | Sell |
6,041
-686
| -10% | -$73.5K | 0.38% | 29 |
|
|
2018
Q3 | $769K | Buy |
6,727
+1,096
| +19% | +$119K | 0.45% | 21 |
|
|
2018
Q2 | $552K | Buy |
+5,631
| New | +$546K | 0.34% | 30 |
|
Other funds holding MSFT
UBP
LMFP
PAM
CRM
FWIA
TLWM Financial's MSFT Position: Q2 2026 in Review
TLWM Financial increased its Microsoft (MSFT) stake by 25% in Q2 2026, buying an estimated $508K and bringing the position to 6,353 shares worth $2.37M. The position accounts for 0.39% of the portfolio, ranked #23.
TLWM Financial first reported a position in MSFT in Q2 2018 and has held it in 33 quarters since. The position peaked at $3M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- TLWM Financial held 6,353 shares of Microsoft worth $2.37M as of Q2 2026.
- TLWM Financial bought 1,255 Microsoft shares in Q2 2026, an estimated $508K.
- Microsoft made up 0.39% of TLWM Financial's portfolio in Q2 2026, its #23 holding.
- TLWM Financial first reported a position in Microsoft in Q2 2018 and has held it in 33 quarters since.
- TLWM Financial's Microsoft position peaked at $3M in Q2 2025.
- 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.