Wallace Hart’s Microsoft MSFT Stock Holding History

Wallace Hart’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	$311K	Sell	834 -38	-4%	-$15.4K	0.19%	35
2026 Q1	$323K	Sell	872 -3,276	-79%	-$1.37M	0.44%	22
2025 Q4	$2.01M	Sell	4,148 -292	-7%	-$146K	1.48%	5
2025 Q3	$2.3M	Buy	4,440 +1,193	+37%	+$609K	1.69%	7
2025 Q2	$1.62M	Buy	+3,247	New	+$1.41M	1.29%	10

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 Hart's MSFT Position: Q2 2026 in Review

Wallace Hart reduced its Microsoft (MSFT) stake by 4.4% in Q2 2026, selling an estimated $15.4K and leaving 834 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #35.

Wallace Hart first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.3M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wallace Hart held 834 shares of Microsoft worth $311K as of Q2 2026.
Wallace Hart sold 38 Microsoft shares in Q2 2026, an estimated $15.4K.
Microsoft made up 0.19% of Wallace Hart's portfolio in Q2 2026, its #35 holding.
Wallace Hart first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
Wallace Hart's Microsoft position peaked at $2.3M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wallace Hart's 13F filing for Q2 2026, filed 13 Aug 2026.