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TrueFG’s Microsoft MSFT Stock Holding History

TrueFG’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 		$773K Sell
2,071
-35
-2% -$14.2K 0.18% 28
2026
Q1 		$780K Buy
2,106
+68
+3% +$28.5K 0.21% 25
2025
Q4 		$986K Buy
2,038
+822
+68% +$412K 0.26% 22
2025
Q3 		$630K Buy
1,216
+12
+1% +$6.12K 0.17% 28
2025
Q2 		$599K Buy
1,204
+10
+0.8% +$4.34K 0.18% 29
2025
Q1 		$448K Sell
1,194
-12
-1% -$4.89K 0.15% 31
2024
Q4 		$508K Sell
1,206
-116
-9% -$49.4K 0.17% 29
2024
Q3 		$569K Buy
1,322
+81
+7% +$34.6K 0.19% 28
2024
Q2 		$554K Buy
1,241
+37
+3% +$15.6K 0.2% 26
2024
Q1 		$507K Hold
1,204
– – 0.19% 28
2023
Q4 		$453K Sell
1,204
-81
-6% -$28.8K 0.18% 31
2023
Q3 		$406K Hold
1,285
– – 0.18% 33
2023
Q2 		$438K Sell
1,285
-21
-2% -$6.58K 0.19% 28
2023
Q1 		$377K Buy
1,306
+77
+6% +$19.6K 0.17% 30
2022
Q4 		$295K Buy
1,229
+2
+0.2% +$480 0.14% 34
2022
Q3 		$286K Hold
1,227
– – 0.15% 31
2022
Q2 		$315K Hold
1,227
– – 0.16% 30
2022
Q1 		$378K Buy
1,227
+3
+0.2% +$903 0.17% 28
2021
Q4 		$412K Hold
1,224
– – 0.18% 27
2021
Q3 		$406K Buy
1,224
+70
+6% +$20.4K 0.18% 27
2021
Q2 		$313K Buy
1,154
+5
+0.4% +$1.27K 0.16% 29
2021
Q1 		$271K Hold
1,149
– – 0.15% 30
2020
Q4 		$256K Sell
1,149
-492
-30% -$106K 0.15% 31
2020
Q3 		$345K Buy
1,641
+441
+37% +$92.6K 0.24% 25
2020
Q2 		$244K Buy
+1,200
New +$218K 0.18% 28

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

TrueFG's MSFT Position: Q2 2026 in Review

TrueFG reduced its Microsoft (MSFT) stake by 1.7% in Q2 2026, selling an estimated $14.2K and leaving 2,071 shares worth $773K. The position accounts for 0.18% of the portfolio, ranked #28.

TrueFG first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $986K in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TrueFG held 2,071 shares of Microsoft worth $773K as of Q2 2026.
  • TrueFG sold 35 Microsoft shares in Q2 2026, an estimated $14.2K.
  • Microsoft made up 0.18% of TrueFG's portfolio in Q2 2026, its #28 holding.
  • TrueFG first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • TrueFG's Microsoft position peaked at $986K in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.