WLPWM
MSFT icon

Walled Lake Planning & Wealth Management’s Microsoft MSFT Stock Holding History

Walled Lake Planning & 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 		$2.96M Buy
7,929
+46
+0.6% +$18.6K 0.75% 30
2026
Q1 		$2.92M Buy
7,883
+995
+14% +$416K 0.86% 29
2025
Q4 		$3.33M Sell
6,888
-29
-0.4% -$14.5K 1.05% 26
2025
Q3 		$3.58M Sell
6,917
-67
-1% -$34.2K 1.18% 24
2025
Q2 		$3.47M Sell
6,984
-26
-0.4% -$11.3K 1.13% 23
2025
Q1 		$2.63M Sell
7,010
-487
-6% -$199K 0.93% 36
2024
Q4 		$3.16M Buy
7,497
+162
+2% +$69K 1.18% 27
2024
Q3 		$3.16M Buy
7,335
+365
+5% +$156K 1.19% 26
2024
Q2 		$3.12M Buy
6,970
+1,574
+29% +$665K 1.27% 27
2024
Q1 		$2.27M Sell
5,396
-57
-1% -$23.1K 0.93% 30
2023
Q4 		$2.05M Sell
5,453
-2
-0% -$712 0.95% 27
2023
Q3 		$1.72M Buy
5,455
+108
+2% +$35.7K 0.86% 31
2023
Q2 		$1.82M Sell
5,347
-39
-0.7% -$12.2K 0.89% 29
2023
Q1 		$1.55M Buy
5,386
+3,187
+145% +$813K 0.81% 29
2022
Q4 		$527K Sell
2,199
-3,178
-59% -$763K 0.36% 36
2022
Q3 		$1.25M Sell
5,377
-1,992
-27% -$526K 0.87% 33
2022
Q2 		$1.89M Buy
7,369
+38
+0.5% +$10.3K 1.3% 28
2022
Q1 		$2.26M Sell
7,331
-496
-6% -$149K 1.34% 28
2021
Q4 		$2.63M Buy
7,827
+5
+0.1% +$1.62K 1.53% 28
2021
Q3 		$2.21M Buy
7,822
+1,004
+15% +$292K 1.36% 28
2021
Q2 		$1.85M Buy
6,818
+6
+0.1% +$1.52K 1.2% 26
2021
Q1 		$1.61M Buy
6,812
+6
+0.1% +$1.39K 1.11% 26
2020
Q4 		$1.51M Buy
6,806
+6
+0.1% +$1.29K 1.15% 27
2020
Q3 		$1.43M Buy
6,800
+156
+2% +$32.8K 1.16% 28
2020
Q2 		$1.35M Buy
6,644
+276
+4% +$50.1K 1.13% 27
2020
Q1 		$1M Sell
6,368
-437
-6% -$71.9K 0.92% 28
2019
Q4 		$1.07M Buy
+6,805
New +$1,000K 0.77% 29

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MSFT Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Microsoft (MSFT) stake by 0.58% in Q2 2026, buying an estimated $18.6K and bringing the position to 7,929 shares worth $2.96M. The position accounts for 0.75% of the portfolio, ranked #30.

Walled Lake Planning & Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.58M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 7,929 shares of Microsoft worth $2.96M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 46 Microsoft shares in Q2 2026, an estimated $18.6K.
  • Microsoft made up 0.75% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Microsoft position peaked at $3.58M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.