Wallace Advisory Group’s Microsoft MSFT Stock Holding History

Wallace Advisory Group’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	$1.8M	Buy	4,815 +36	+0.8%	+$14.6K	1.69%	10
2026 Q1	$1.77M	Sell	4,779 -255	-5%	-$107K	1.89%	8
2025 Q4	$2.43M	Sell	5,034 -800	-14%	-$401K	2.55%	7
2025 Q3	$2.9M	Sell	5,834 -1,514	-21%	-$772K	2.33%	6
2025 Q2	$2.76M	Buy	7,348 +103	+1%	+$44.7K	2%	7
2025 Q1	$3.05M	Buy	7,245 +244	+3%	+$99.5K	2.11%	6
2024 Q4	$3.01M	Sell	7,001 -440	-6%	-$187K	2.08%	7
2024 Q3	$3.33M	Sell	7,441 -133	-2%	-$56.9K	2.43%	5
2024 Q2	$3.39M	Buy	7,574 +492	+7%	+$208K	2.44%	5
2024 Q1	$2.66M	Buy	7,082 +1,514	+27%	+$613K	2%	7
2023 Q4	$1.76M	Sell	5,568 -293	-5%	-$104K	1.38%	16
2023 Q3	$2M	Sell	5,861 -264	-4%	-$87.2K	1.43%	14
2023 Q2	$1.77M	Hold	6,125	–	–	1.34%	13
2023 Q1	$1.77M	Buy	6,125 +175	+3%	+$44.6K	1.34%	13
2022 Q4	$1.43M	Buy	+5,950	New	+$1.43M	1.13%	16

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

Wallace Advisory Group's MSFT Position: Q2 2026 in Review

Wallace Advisory Group increased its Microsoft (MSFT) stake by 0.75% in Q2 2026, buying an estimated $14.6K and bringing the position to 4,815 shares worth $1.8M. The position accounts for 1.69% of the portfolio, ranked #10.

Wallace Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.39M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wallace Advisory Group held 4,815 shares of Microsoft worth $1.8M as of Q2 2026.
Wallace Advisory Group bought 36 Microsoft shares in Q2 2026, an estimated $14.6K.
Microsoft made up 1.69% of Wallace Advisory Group's portfolio in Q2 2026, its #10 holding.
Wallace Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Microsoft position peaked at $3.39M in Q2 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.