WQ
MSFT icon

Wealth Quarterback’s Microsoft MSFT Stock Holding History

Wealth Quarterback’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 		$4.11M Buy
11,007
+284
+3% +$115K 1.27% 16
2026
Q1 		$3.97M Buy
10,723
+702
+7% +$294K 1.56% 13
2025
Q4 		$4.85M Buy
10,021
+379
+4% +$190K 1.74% 10
2025
Q3 		$4.99M Buy
9,642
+125
+1% +$63.8K 1.93% 11
2025
Q2 		$4.73M Buy
9,517
+117
+1% +$50.8K 2.24% 8
2025
Q1 		$3.53M Buy
9,400
+478
+5% +$195K 1.99% 6
2024
Q4 		$3.76M Sell
8,922
-508
-5% -$216K 1.77% 10
2024
Q3 		$4.06M Buy
9,430
+459
+5% +$196K 2.11% 11
2024
Q2 		$4.01M Buy
8,971
+1,214
+16% +$513K 2.27% 8
2024
Q1 		$3.26M Sell
7,757
-90
-1% -$36.4K 1.82% 13
2023
Q4 		$2.95M Sell
7,847
-320
-4% -$114K 1.8% 13
2023
Q3 		$2.58M Buy
8,167
+261
+3% +$86.2K 2.23% 14
2023
Q2 		$2.69M Sell
7,906
-320
-4% -$100K 1.86% 12
2023
Q1 		$2.37M Sell
8,226
-246
-3% -$62.8K 2.01% 13
2022
Q4 		$2.03M Sell
8,472
-231
-3% -$55.4K 1.68% 15
2022
Q3 		$2.03M Buy
8,703
+588
+7% +$155K 2.16% 10
2022
Q2 		$2.08M Buy
+8,115
New +$2.2M 1.62% 16
2021
Q3 		$2.31M Sell
8,207
-110
-1% -$32K 1.54% 11
2021
Q2 		$2.25M Buy
+8,317
New +$2.11M 1.37% 12
2020
Q4 		$2.03M Sell
9,127
-1,597
-15% -$343K 1.69% 13
2020
Q3 		$2.18M Hold
10,724
– – 2% 13
2020
Q2 		$2.18M Buy
10,724
+949
+10% +$172K 2% 13
2020
Q1 		$1.53M Sell
9,775
-46,192
-83% -$7.6M 1.41% 21
2019
Q4 		$1.49M Buy
+55,967
New +$8.22M 1.29% 19

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 Quarterback's MSFT Position: Q2 2026 in Review

Wealth Quarterback increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $115K and bringing the position to 11,007 shares worth $4.11M. The position accounts for 1.27% of the portfolio, ranked #16.

Wealth Quarterback first reported a position in MSFT in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.99M in Q3 2025. 6,227 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Quarterback held 11,007 shares of Microsoft worth $4.11M as of Q2 2026.
  • Wealth Quarterback bought 284 Microsoft shares in Q2 2026, an estimated $115K.
  • Microsoft made up 1.27% of Wealth Quarterback's portfolio in Q2 2026, its #16 holding.
  • Wealth Quarterback first reported a position in Microsoft in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's Microsoft position peaked at $4.99M in Q3 2025.
  • 6,227 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.