Trueblood Wealth Management’s Microsoft MSFT Stock Holding History

Trueblood 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	$5.55M	Buy	14,875 +378	+3%	+$153K	1.94%	4
2026 Q1	$5.37M	Buy	14,497 +108	+0.8%	+$45.2K	2.1%	3
2025 Q4	$6.96M	Sell	14,389 -264	-2%	-$132K	2.72%	3
2025 Q3	$7.59M	Buy	14,653 +16	+0.1%	+$8.16K	2.96%	3
2025 Q2	$7.28M	Buy	14,637 +377	+3%	+$164K	3.04%	3
2025 Q1	$5.35M	Buy	14,260 +429	+3%	+$175K	2.48%	3
2024 Q4	$5.83M	Buy	13,831 +213	+2%	+$90.7K	2.87%	3
2024 Q3	$5.86M	Sell	13,618 -204	-1%	-$87.2K	2.94%	3
2024 Q2	$6.18M	Sell	13,822 -12	-0.1%	-$5.07K	3.49%	3
2024 Q1	$5.82M	Buy	13,834 +119	+0.9%	+$48.2K	3.33%	3
2023 Q4	$5.16M	Buy	+13,715	New	+$4.88M	3.24%	3

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

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

Trueblood Wealth Management increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $153K and bringing the position to 14,875 shares worth $5.55M. The position accounts for 1.94% of the portfolio, ranked #4.

Trueblood Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.59M in Q3 2025. 6,207 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Trueblood Wealth Management held 14,875 shares of Microsoft worth $5.55M as of Q2 2026.
Trueblood Wealth Management bought 378 Microsoft shares in Q2 2026, an estimated $153K.
Microsoft made up 1.94% of Trueblood Wealth Management's portfolio in Q2 2026, its #4 holding.
Trueblood Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Microsoft position peaked at $7.59M in Q3 2025.
6,207 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.