Tradition Wealth Management’s Microsoft MSFT Stock Holding History

Tradition 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	$15.8M	Buy	42,251 +484	+1%	+$196K	0.96%	29
2026 Q1	$15.5M	Buy	41,767 +560	+1%	+$234K	1.1%	24
2025 Q4	$19.9M	Buy	41,207 +4,447	+12%	+$2.23M	1.43%	17
2025 Q3	$19M	Buy	36,760 +1,467	+4%	+$748K	1.41%	17
2025 Q2	$17.6M	Sell	35,293 -122	-0.3%	-$53K	1.4%	18
2025 Q1	$13.3M	Buy	35,415 +291	+0.8%	+$119K	1.17%	22
2024 Q4	$14.8M	Sell	35,124 -62	-0.2%	-$26.4K	1.3%	22
2024 Q3	$15.1M	Buy	35,186 +476	+1%	+$203K	1.35%	21
2024 Q2	$15.5M	Buy	34,710 +1,033	+3%	+$436K	1.5%	20
2024 Q1	$14.2M	Buy	33,677 +611	+2%	+$247K	1.43%	18
2023 Q4	$12.4M	Buy	33,066 +1,940	+6%	+$691K	1.3%	19
2023 Q3	$9.83M	Sell	31,126 -570	-2%	-$188K	1.17%	19
2023 Q2	$10.8M	Buy	31,696 +769	+2%	+$241K	1.26%	17
2023 Q1	$8.92M	Buy	30,927 +7,591	+33%	+$1.94M	1.11%	24
2022 Q4	$5.6M	Sell	23,336 -5,403	-19%	-$1.3M	0.79%	36
2022 Q3	$6.69M	Buy	28,739 +1,463	+5%	+$386K	1.01%	30
2022 Q2	$7M	Sell	27,276 -211	-0.8%	-$57.3K	1.02%	27
2022 Q1	$8.47M	Buy	27,487 +1,713	+7%	+$515K	1.08%	27
2021 Q4	$8.67M	Sell	25,774 -97	-0.4%	-$31.4K	1.09%	26
2021 Q3	$7.29M	Sell	25,871 -51	-0.2%	-$14.8K	1.04%	26
2021 Q2	$7.02M	Buy	25,922 +5,019	+24%	+$1.28M	1.05%	22
2021 Q1	$4.93M	Sell	20,903 -55	-0.3%	-$12.8K	0.85%	36
2020 Q4	$4.66M	Buy	+20,958	New	+$4.51M	0.9%	32

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

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

Tradition Wealth Management increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $196K and bringing the position to 42,251 shares worth $15.8M. The position accounts for 0.96% of the portfolio, ranked #29.

Tradition Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.9M in Q4 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tradition Wealth Management held 42,251 shares of Microsoft worth $15.8M as of Q2 2026.
Tradition Wealth Management bought 484 Microsoft shares in Q2 2026, an estimated $196K.
Microsoft made up 0.96% of Tradition Wealth Management's portfolio in Q2 2026, its #29 holding.
Tradition Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's Microsoft position peaked at $19.9M in Q4 2025.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.