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Wealth Management Strategies’s Microsoft MSFT Stock Holding History

Wealth Management Strategies’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 		$933K Buy
2,501
+3
+0.1% +$1.21K 0.36% 20
2026
Q1 		$925K Sell
2,498
-19
-0.8% -$7.95K 0.42% 20
2025
Q4 		$1.22M Sell
2,517
-4
-0.2% -$2K 0.56% 17
2025
Q3 		$1.31M Buy
2,521
+2
+0.1% +$1.02K 0.65% 16
2025
Q2 		$1.25M Buy
2,519
+2
+0.1% +$869 0.67% 16
2025
Q1 		$945K Buy
2,517
+3
+0.1% +$1.22K 0.63% 17
2024
Q4 		$1.06M Buy
+2,514
New +$1.07M 0.81% 15

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 Strategies's MSFT Position: Q2 2026 in Review

Wealth Management Strategies increased its Microsoft (MSFT) stake by 0.12% in Q2 2026, buying an estimated $1.21K and bringing the position to 2,501 shares worth $933K. The position accounts for 0.36% of the portfolio, ranked #20.

Wealth Management Strategies first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Management Strategies held 2,501 shares of Microsoft worth $933K as of Q2 2026.
  • Wealth Management Strategies bought 3 Microsoft shares in Q2 2026, an estimated $1.21K.
  • Microsoft made up 0.36% of Wealth Management Strategies's portfolio in Q2 2026, its #20 holding.
  • Wealth Management Strategies first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Wealth Management Strategies's Microsoft position peaked at $1.31M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.