Triton Wealth Management
MSFT icon

Triton Wealth Management’s Microsoft MSFT Stock Holding History

Triton 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 		$3.54M Buy
9,223
+949
+11% +$384K 1.09% 18
2026
Q1 		$3.08M Buy
8,274
+220
+3% +$92.1K 1.14% 19
2025
Q4 		$3.32M Buy
8,054
+131
+2% +$65.6K 1.25% 17
2025
Q3 		$4.12M Buy
7,923
+47
+0.6% +$24K 1.57% 12
2025
Q2 		$4.02M Buy
+7,876
New +$3.42M 1.72% 11
2024
Q4 		$2.96M Buy
7,052
+287
+4% +$122K 1.52% 11
2024
Q3 		$2.85M Buy
6,765
+561
+9% +$240K 1.62% 11
2024
Q2 		$2.76M Buy
6,204
+9
+0.1% +$3.8K 1.61% 11
2024
Q1 		$2.53M Buy
6,195
+331
+6% +$134K 1.75% 9
2023
Q4 		$2.17M Buy
5,864
+28
+0.5% +$10K 1.42% 11
2023
Q3 		$2.06M Sell
5,836
-523
-8% -$173K 1.39% 10
2023
Q2 		$2.09M Hold
6,359
– – 1.17% 14
2023
Q1 		$2.09M Sell
6,359
-249
-4% -$63.5K 1.28% 12
2022
Q4 		$1.57M Sell
6,608
-43
-0.6% -$10.3K 0.96% 15
2022
Q3 		$1.65M Buy
6,651
+452
+7% +$119K 0.98% 15
2022
Q2 		$1.71M Buy
6,199
+178
+3% +$48.3K 1.2% 16
2022
Q1 		$1.84M Hold
6,021
– – 0.96% 15
2021
Q4 		$1.84M Buy
6,021
+38
+0.6% +$12.3K 0.96% 15
2021
Q3 		$1.84M Sell
5,983
-27
-0.4% -$7.86K 0.88% 16
2021
Q2 		$1.75M Buy
6,010
+1,224
+26% +$311K 1% 15
2021
Q1 		$1.19M Buy
4,786
+20
+0.4% +$4.64K 0.81% 19
2020
Q4 		$1.04M Sell
4,766
-2,526
-35% -$543K 0.66% 17
2020
Q3 		$1.52M Buy
7,292
+164
+2% +$34.4K 1.28% 18
2020
Q2 		$1.45M Buy
7,128
+262
+4% +$47.6K 1.5% 13
2020
Q1 		$1.25M Buy
+6,866
New +$1.13M 2.02% 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 $3.38T AUM 44.17% 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

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

Triton Wealth Management increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $384K and bringing the position to 9,223 shares worth $3.54M. The position accounts for 1.09% of the portfolio, ranked #18.

Triton Wealth Management first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.12M in Q3 2025. 6,265 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Triton Wealth Management held 9,223 shares of Microsoft worth $3.54M as of Q2 2026.
  • Triton Wealth Management bought 949 Microsoft shares in Q2 2026, an estimated $384K.
  • Microsoft made up 1.09% of Triton Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Triton Wealth Management first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Triton Wealth Management's Microsoft position peaked at $4.12M in Q3 2025.
  • 6,265 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.