VSM Wealth Advisory’s Microsoft MSFT Stock Holding History

VSM Wealth Advisory’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	$1.86M	Sell	4,995 -19	-0.4%	-$7.69K	0.5%	29
2026 Q1	$1.86M	Sell	5,014 -1,410	-22%	-$590K	0.55%	27
2025 Q4	$3.11M	Hold	6,424	–	–	0.93%	22
2025 Q3	$3.33M	Sell	6,424 -59	-0.9%	-$30.1K	1.03%	22
2025 Q2	$3.22M	Hold	6,483	–	–	1.07%	22
2025 Q1	$2.43M	Sell	6,483 -22	-0.3%	-$8.97K	0.87%	26
2024 Q4	$2.74M	Buy	+6,505	New	+$2.77M	0.98%	25

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

VSM Wealth Advisory's MSFT Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Microsoft (MSFT) stake by 0.38% in Q2 2026, selling an estimated $7.69K and leaving 4,995 shares worth $1.86M. The position accounts for 0.5% of the portfolio, ranked #29.

VSM Wealth Advisory first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.33M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

VSM Wealth Advisory held 4,995 shares of Microsoft worth $1.86M as of Q2 2026.
VSM Wealth Advisory sold 19 Microsoft shares in Q2 2026, an estimated $7.69K.
Microsoft made up 0.5% of VSM Wealth Advisory's portfolio in Q2 2026, its #29 holding.
VSM Wealth Advisory first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Microsoft position peaked at $3.33M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.