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Walsh & Associates’s Microsoft MSFT Stock Holding History

Walsh & Associates’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 		$570K Buy
1,527
+72
+5% +$29.1K 0.47% 34
2026
Q1 		$539K Sell
1,455
-304
-17% -$127K 0.53% 32
2025
Q4 		$850K Buy
+1,759
New +$881K 0.84% 22

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

Walsh & Associates's MSFT Position: Q2 2026 in Review

Walsh & Associates increased its Microsoft (MSFT) stake by 4.9% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,527 shares worth $570K. The position accounts for 0.47% of the portfolio, ranked #34.

Walsh & Associates first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $850K in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Walsh & Associates held 1,527 shares of Microsoft worth $570K as of Q2 2026.
  • Walsh & Associates bought 72 Microsoft shares in Q2 2026, an estimated $29.1K.
  • Microsoft made up 0.47% of Walsh & Associates's portfolio in Q2 2026, its #34 holding.
  • Walsh & Associates first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Microsoft position peaked at $850K in Q4 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.