WealthBridge Capital Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.95M | Buy |
13,263
+570
| +4% | +$231K | 0.98% | 24 |
|
|
2026
Q1 | $4.7M | Buy |
12,693
+296
| +2% | +$124K | 1.08% | 22 |
|
|
2025
Q4 | $6M | Sell |
12,397
-580
| -4% | -$291K | 1.37% | 17 |
|
|
2025
Q3 | $6.72M | Sell |
12,977
-120
| -0.9% | -$61.2K | 1.58% | 14 |
|
|
2025
Q2 | $6.51M | Buy |
13,097
+84
| +0.6% | +$36.5K | 1.65% | 12 |
|
|
2025
Q1 | $4.89M | Buy |
13,013
+70
| +0.5% | +$28.5K | 1.38% | 14 |
|
|
2024
Q4 | $5.46M | Buy |
12,943
+245
| +2% | +$104K | 1.52% | 15 |
|
|
2024
Q3 | $5.46M | Buy |
12,698
+1,178
| +10% | +$504K | 1.56% | 14 |
|
|
2024
Q2 | $5.15M | Sell |
11,520
-547
| -5% | -$231K | 1.69% | 14 |
|
|
2024
Q1 | $5.08M | Buy |
12,067
+60
| +0.5% | +$24.3K | 1.71% | 13 |
|
|
2023
Q4 | $4.52M | Buy |
12,007
+484
| +4% | +$172K | 1.69% | 14 |
|
|
2023
Q3 | $3.64M | Buy |
11,523
+653
| +6% | +$216K | 1.5% | 17 |
|
|
2023
Q2 | $3.7M | Sell |
10,870
-1,667
| -13% | -$522K | 1.48% | 17 |
|
|
2023
Q1 | $3.61M | Buy |
12,537
+63
| +0.5% | +$16.1K | 1.44% | 16 |
|
|
2022
Q4 | $2.99M | Buy |
12,474
+877
| +8% | +$210K | 1.25% | 18 |
|
|
2022
Q3 | $2.98M | Hold |
11,597
| – | – | 1.27% | 18 |
|
|
2022
Q2 | $2.98M | Buy |
11,597
+1,067
| +10% | +$290K | 1.27% | 18 |
|
|
2022
Q1 | $3.25M | Buy |
10,530
+2,679
| +34% | +$806K | 1.21% | 20 |
|
|
2021
Q4 | $2.64M | Sell |
7,851
-288
| -4% | -$93.4K | 0.99% | 25 |
|
|
2021
Q3 | $2.29M | Sell |
8,139
-208
| -2% | -$60.5K | 0.86% | 29 |
|
|
2021
Q2 | $2.26M | Sell |
8,347
-330
| -4% | -$83.9K | 0.82% | 31 |
|
|
2021
Q1 | $2.05M | Sell |
8,677
-113
| -1% | -$26.2K | 0.83% | 31 |
|
|
2020
Q4 | $1.96M | Buy |
8,790
+19
| +0.2% | +$4.08K | 0.86% | 31 |
|
|
2020
Q3 | $1.84M | Buy |
8,771
+189
| +2% | +$39.7K | 0.95% | 27 |
|
|
2020
Q2 | $1.75M | Buy |
8,582
+316
| +4% | +$57.4K | 0.99% | 26 |
|
|
2020
Q1 | $1.3M | Buy |
8,266
+1,769
| +27% | +$291K | 0.91% | 26 |
|
|
2019
Q4 | $1.02M | Buy |
6,497
+60
| +0.9% | +$8.81K | 0.66% | 39 |
|
|
2019
Q3 | $895K | Buy |
6,437
+61
| +1% | +$8.39K | 0.64% | 40 |
|
|
2019
Q2 | $648K | Sell |
6,376
-115
| -2% | -$14.6K | 0.59% | 42 |
|
|
2019
Q1 | $815K | Buy |
6,491
+115
| +2% | +$12.5K | 0.52% | 40 |
|
|
2018
Q4 | $648K | Buy |
+6,376
| New | +$683K | 0.49% | 42 |
|
Other funds holding MSFT
WealthBridge Capital Management's MSFT Position: Q2 2026 in Review
WealthBridge Capital Management increased its Microsoft (MSFT) stake by 4.5% in Q2 2026, buying an estimated $231K and bringing the position to 13,263 shares worth $4.95M. The position accounts for 0.98% of the portfolio, ranked #24.
WealthBridge Capital Management first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.72M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- WealthBridge Capital Management held 13,263 shares of Microsoft worth $4.95M as of Q2 2026.
- WealthBridge Capital Management bought 570 Microsoft shares in Q2 2026, an estimated $231K.
- Microsoft made up 0.98% of WealthBridge Capital Management's portfolio in Q2 2026, its #24 holding.
- WealthBridge Capital Management first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- WealthBridge Capital Management's Microsoft position peaked at $6.72M in Q3 2025.
- 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.