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Wealth Watch Advisors’s Microsoft MSFT Stock Holding History

Wealth Watch Advisors’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 		$621 Hold
300
– – ﹤0.01% 139
2026
Q1 		$45 Hold
300
– – ﹤0.01% 126
2025
Q4 		$1.07K Buy
+300
New +$150K ﹤0.01% 775

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 Watch Advisors's MSFT Position: Q2 2026 in Review

Wealth Watch Advisors increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $212K and bringing the position to 4,102 shares worth $1.53M. The position accounts for 0.5% of the portfolio, ranked #40.

Wealth Watch Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Watch Advisors held 4,102 shares of Microsoft worth $1.53M as of Q2 2026.
  • Wealth Watch Advisors bought 524 Microsoft shares in Q2 2026, an estimated $212K.
  • Microsoft made up 0.5% of Wealth Watch Advisors's portfolio in Q2 2026, its #40 holding.
  • Wealth Watch Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Wealth Watch Advisors's Microsoft position peaked at $2.61M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Watch Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.