TSA Wealth Management’s Microsoft MSFT Stock Holding History

TSA 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	$1.32M	Buy	3,546 +925	+35%	+$374K	0.37%	44
2026 Q1	$970K	Sell	2,621 -44	-2%	-$18.4K	0.31%	46
2025 Q4	$1.29M	Sell	2,665 -85	-3%	-$42.6K	0.43%	39
2025 Q3	$1.42M	Buy	2,750 +222	+9%	+$113K	0.48%	35
2025 Q2	$1.26M	Buy	2,528 +379	+18%	+$165K	0.46%	36
2025 Q1	$807K	Buy	2,149 +73	+4%	+$29.8K	0.32%	40
2024 Q4	$875K	Sell	2,076 -9	-0.4%	-$3.83K	0.36%	35
2024 Q3	$897K	Buy	2,085 +242	+13%	+$103K	0.36%	34
2024 Q2	$824K	Buy	1,843 +263	+17%	+$111K	0.35%	36
2024 Q1	$665K	Sell	1,580 -42	-3%	-$17K	0.29%	35
2023 Q4	$610K	Buy	+1,622	New	+$577K	0.28%	36

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

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

TSA Wealth Management increased its Microsoft (MSFT) stake by 35% in Q2 2026, buying an estimated $374K and bringing the position to 3,546 shares worth $1.32M. The position accounts for 0.37% of the portfolio, ranked #44.

TSA Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

TSA Wealth Management held 3,546 shares of Microsoft worth $1.32M as of Q2 2026.
TSA Wealth Management bought 925 Microsoft shares in Q2 2026, an estimated $374K.
Microsoft made up 0.37% of TSA Wealth Management's portfolio in Q2 2026, its #44 holding.
TSA Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
TSA Wealth Management's Microsoft position peaked at $1.42M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.