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
2024 Q3	–	Sell	-5	Closed	-$31K	–	709
2024 Q2	$31K	Sell	5 -3	-38%	-$1.27K	0.01%	445
2024 Q1	$56.4K	Buy	8 +1	+14%	+$405	0.03%	352
2023 Q4	$41.9K	Hold	7	–	–	0.02%	381
2023 Q3	$19K	Buy	+7	New	+$2.31K	0.01%	494
2022 Q4	$2K	Buy	4 +1	+33%	+$240	﹤0.01%	758
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	818
2022 Q2	$2K	Hold	3	–	–	﹤0.01%	766
2022 Q1	$10K	Buy	3 +1	+50%	+$301	0.01%	578
2021 Q4	$14K	Buy	+2	New	+$648	0.01%	543

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.