Tyler-Stone Wealth Management’s Microsoft MSFT Stock Holding History

Tyler-Stone 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
2025 Q2	$11.7M	Buy	23,497 +625	+3%	+$271K	1.88%	10
2025 Q1	$8.59M	Buy	22,872 +615	+3%	+$251K	1.54%	12
2024 Q4	$9.38M	Buy	22,257 +778	+4%	+$331K	1.67%	12
2024 Q3	$9.24M	Buy	21,479 +11,638	+118%	+$4.97M	1.75%	10
2024 Q2	$4.4M	Sell	9,841 -189	-2%	-$79.8K	1.81%	8
2024 Q1	$4.22M	Buy	10,030 +557	+6%	+$225K	1.87%	7
2023 Q4	$3.56M	Buy	9,473 +547	+6%	+$195K	1.78%	7
2023 Q3	$2.82M	Buy	8,926 +291	+3%	+$96.2K	1.61%	13
2023 Q2	$2.94M	Buy	+8,635	New	+$2.71M	1.66%	11
2022 Q4	$1.91M	Buy	7,942 +8	+0.1%	+$1.92K	1.3%	17
2022 Q3	$1.85M	Buy	7,934 +470	+6%	+$124K	1.41%	14
2022 Q2	$1.92M	Buy	7,464 +359	+5%	+$97.4K	1.28%	17
2022 Q1	$2.19M	Buy	7,105 +302	+4%	+$90.9K	1.2%	18
2021 Q4	$2.29M	Buy	+6,803	New	+$2.21M	1.21%	17

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tyler-Stone Wealth Management's MSFT Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Microsoft (MSFT) stake by 2.7% in Q2 2025, buying an estimated $271K and bringing the position to 23,497 shares worth $11.7M. The position accounts for 1.88% of the portfolio, ranked #10.

Tyler-Stone Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

Tyler-Stone Wealth Management held 23,497 shares of Microsoft worth $11.7M as of Q2 2025.
Tyler-Stone Wealth Management bought 625 Microsoft shares in Q2 2025, an estimated $271K.
Microsoft made up 1.88% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #10 holding.
Tyler-Stone Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.