WFL
MSFT icon

Wealth Forward LLC’s Microsoft MSFT Stock Holding History

Wealth Forward LLC’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 		$1.25M Buy
3,338
+85
+3% +$34.4K 0.62% 19
2026
Q1 		$1.2M Buy
3,253
+21
+0.6% +$8.79K 0.68% 18
2025
Q4 		$1.56M Buy
3,232
+781
+32% +$391K 0.88% 18
2025
Q3 		$1.27M Buy
2,451
+58
+2% +$29.6K 0.74% 18
2025
Q2 		$1.19M Buy
2,393
+231
+11% +$100K 0.8% 16
2025
Q1 		$812K Hold
2,162
– – 0.58% 17
2024
Q4 		$911K Sell
2,162
-100
-4% -$42.6K 0.64% 17
2024
Q3 		$973K Buy
2,262
+40
+2% +$17.1K 0.68% 17
2024
Q2 		$993K Buy
2,222
+195
+10% +$82.4K 0.78% 17
2024
Q1 		$853K Hold
2,027
– – 0.67% 17
2023
Q4 		$762K Buy
+2,027
New +$721K 0.64% 17

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

Wealth Forward LLC's MSFT Position: Q2 2026 in Review

Wealth Forward LLC increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $34.4K and bringing the position to 3,338 shares worth $1.25M. The position accounts for 0.62% of the portfolio, ranked #19.

Wealth Forward LLC first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Forward LLC held 3,338 shares of Microsoft worth $1.25M as of Q2 2026.
  • Wealth Forward LLC bought 85 Microsoft shares in Q2 2026, an estimated $34.4K.
  • Microsoft made up 0.62% of Wealth Forward LLC's portfolio in Q2 2026, its #19 holding.
  • Wealth Forward LLC first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Wealth Forward LLC's Microsoft position peaked at $1.56M in Q4 2025.
  • 6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.