VanWeelden Wealth Management’s Microsoft MSFT Stock Holding History

VanWeelden 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	$620K	Buy	1,662 +18	+1%	+$7.28K	0.46%	13
2026 Q1	$609K	Hold	1,644	–	–	0.49%	24
2025 Q4	$795K	Sell	1,644 -7	-0.4%	-$3.51K	0.62%	13
2025 Q3	$855K	Buy	+1,651	New	+$842K	0.7%	12
2025 Q1	$619K	Hold	1,650	–	–	0.55%	11
2024 Q4	$695K	Buy	+1,650	New	+$703K	0.63%	15
2024 Q2	$857K	Buy	+1,723	New	+$728K	0.73%	11

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

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

VanWeelden Wealth Management increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $7.28K and bringing the position to 1,662 shares worth $620K. The position accounts for 0.46% of the portfolio, ranked #13.

VanWeelden Wealth Management first reported a position in MSFT in Q2 2024 and has held it in 7 quarters since. The position peaked at $857K in Q2 2024. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

VanWeelden Wealth Management held 1,662 shares of Microsoft worth $620K as of Q2 2026.
VanWeelden Wealth Management bought 18 Microsoft shares in Q2 2026, an estimated $7.28K.
Microsoft made up 0.46% of VanWeelden Wealth Management's portfolio in Q2 2026, its #13 holding.
VanWeelden Wealth Management first reported a position in Microsoft in Q2 2024 and has held it in 7 quarters since.
VanWeelden Wealth Management's Microsoft position peaked at $857K in Q2 2024.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on VanWeelden Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.