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Tower Wealth Partners’s Microsoft MSFT Stock Holding History

Tower Wealth Partners’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 		$1.4M Buy
3,751
+58
+2% +$23.5K 0.69% 20
2026
Q1 		$1.37M Buy
3,693
+745
+25% +$312K 0.76% 19
2025
Q4 		$1.43M Sell
2,948
-24
-0.8% -$12K 0.78% 18
2025
Q3 		$1.54M Sell
2,972
-46
-2% -$23.5K 0.85% 18
2025
Q2 		$1.5M Buy
3,018
+6
+0.2% +$2.61K 0.89% 18
2025
Q1 		$1.13M Sell
3,012
-198
-6% -$80.7K 0.6% 23
2024
Q4 		$1.35M Buy
3,210
+102
+3% +$43.4K 0.71% 20
2024
Q3 		$1.34M Buy
3,108
+104
+3% +$44.5K 0.78% 19
2024
Q2 		$1.34M Buy
3,004
+324
+12% +$137K 0.83% 18
2024
Q1 		$1.13M Sell
2,680
-24
-0.9% -$9.72K 0.73% 21
2023
Q4 		$1.02M Sell
2,704
-71
-3% -$25.3K 0.72% 21
2023
Q3 		$876K Buy
2,775
+127
+5% +$42K 0.72% 20
2023
Q2 		$902K Sell
2,648
-56
-2% -$17.6K 0.72% 20
2023
Q1 		$780K Buy
2,704
+58
+2% +$14.8K 0.65% 20
2022
Q4 		$635K Sell
2,646
-82
-3% -$19.7K 0.55% 23
2022
Q3 		$633K Buy
2,728
+277
+11% +$73.1K 0.6% 23
2022
Q2 		$629K Buy
2,451
+130
+6% +$35.3K 0.84% 19
2022
Q1 		$716K Sell
2,321
-291
-11% -$87.5K 0.78% 17
2021
Q4 		$878K Sell
2,612
-464
-15% -$150K 0.89% 17
2021
Q3 		$867K Buy
3,076
+45
+1% +$13.1K 0.91% 17
2021
Q2 		$821K Buy
3,031
+6
+0.2% +$1.52K 0.9% 17
2021
Q1 		$713K Buy
3,025
+150
+5% +$34.8K 0.92% 19
2020
Q4 		$639K Buy
+2,875
New +$618K 0.73% 17

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

Tower Wealth Partners's MSFT Position: Q2 2026 in Review

Tower Wealth Partners increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $23.5K and bringing the position to 3,751 shares worth $1.4M. The position accounts for 0.69% of the portfolio, ranked #20.

Tower Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.54M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tower Wealth Partners held 3,751 shares of Microsoft worth $1.4M as of Q2 2026.
  • Tower Wealth Partners bought 58 Microsoft shares in Q2 2026, an estimated $23.5K.
  • Microsoft made up 0.69% of Tower Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Tower Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Tower Wealth Partners's Microsoft position peaked at $1.54M in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.