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Wealth Management Partners’s Microsoft MSFT Stock Holding History

Wealth Management Partners’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 		$8.46M Buy
22,681
+1,115
+5% +$451K 1.99% 11
2026
Q1 		$7.98M Sell
21,566
-437
-2% -$183K 2.28% 9
2025
Q4 		$10.6M Buy
22,003
+255
+1% +$128K 3.04% 8
2025
Q3 		$11.3M Buy
21,748
+1
+0% +$510 3.58% 7
2025
Q2 		$10.8M Sell
21,747
-207
-0.9% -$89.9K 3.83% 7
2025
Q1 		$8.24M Sell
21,954
-990
-4% -$404K 3.82% 6
2024
Q4 		$9.67M Buy
22,944
+339
+1% +$144K 4.17% 6
2024
Q3 		$9.73M Sell
22,605
-362
-2% -$155K 4.51% 6
2024
Q2 		$10.3M Sell
22,967
-134
-0.6% -$56.6K 4.99% 5
2024
Q1 		$9.72M Buy
23,101
+403
+2% +$163K 4.94% 4
2023
Q4 		$8.54M Sell
22,698
-416
-2% -$148K 4.76% 5
2023
Q3 		$7.3M Buy
23,114
+367
+2% +$121K 4.55% 5
2023
Q2 		$7.75M Buy
22,747
+234
+1% +$73.3K 4.87% 5
2023
Q1 		$6.49M Sell
22,513
-487
-2% -$124K 4.54% 6
2022
Q4 		$5.45M Buy
23,000
+1,000
+5% +$240K 4.55% 5
2022
Q3 		$5.2M Buy
22,000
+2,000
+10% +$528K 4.57% 5
2022
Q2 		$5.54M Sell
20,000
-2,000
-9% -$543K 4.84% 5
2022
Q1 		$6.5M Buy
22,000
+1,000
+5% +$301K 4.63% 4
2021
Q4 		$6.99M Sell
21,000
-886
-4% -$287K 4.8% 4
2021
Q3 		$6.17M Sell
21,886
-330
-1% -$96K 4.57% 4
2021
Q2 		$6.02M Buy
22,216
+11
+0% +$2.8K 4.19% 5
2021
Q1 		$5.55M Sell
22,205
-215
-1% -$49.9K 4.14% 5
2020
Q4 		$5.21M Buy
+22,420
New +$4.82M 4.08% 6

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 Management Partners's MSFT Position: Q2 2026 in Review

Wealth Management Partners increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $451K and bringing the position to 22,681 shares worth $8.46M. The position accounts for 1.99% of the portfolio, ranked #11.

Wealth Management Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.3M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Management Partners held 22,681 shares of Microsoft worth $8.46M as of Q2 2026.
  • Wealth Management Partners bought 1,115 Microsoft shares in Q2 2026, an estimated $451K.
  • Microsoft made up 1.99% of Wealth Management Partners's portfolio in Q2 2026, its #11 holding.
  • Wealth Management Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's Microsoft position peaked at $11.3M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.