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WealthBridge Investment Counsel’s Microsoft MSFT Stock Holding History

WealthBridge Investment Counsel’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 		$7.48M Buy
20,051
+155
+0.8% +$62.7K 2% 23
2026
Q1 		$7.37M Buy
19,896
+495
+3% +$207K 2.25% 20
2025
Q4 		$9.38M Buy
19,401
+1,620
+9% +$812K 2.82% 14
2025
Q3 		$9.21M Sell
17,781
-487
-3% -$248K 2.84% 14
2025
Q2 		$9.09M Buy
18,268
+100
+0.6% +$43.4K 2.95% 13
2025
Q1 		$6.82M Buy
18,168
+315
+2% +$128K 2.48% 21
2024
Q4 		$7.53M Sell
17,853
-100
-0.6% -$42.6K 2.76% 16
2024
Q3 		$7.72M Sell
17,953
-105
-0.6% -$44.9K 2.74% 14
2024
Q2 		$8.07M Buy
18,058
+845
+5% +$357K 3.09% 13
2024
Q1 		$7.24M Buy
17,213
+60
+0.3% +$24.3K 2.69% 16
2023
Q4 		$6.45M Buy
17,153
+33
+0.2% +$11.7K 2.58% 18
2023
Q3 		$5.41M Buy
17,120
+960
+6% +$317K 2.36% 21
2023
Q2 		$5.5M Buy
16,160
+270
+2% +$84.6K 2.32% 22
2023
Q1 		$4.58M Sell
15,890
-1,415
-8% -$361K 2.03% 27
2022
Q4 		$4.15M Buy
17,305
+3,150
+22% +$756K 1.82% 29
2022
Q3 		$3.3M Buy
14,155
+887
+7% +$234K 1.74% 29
2022
Q2 		$3.41M Buy
13,268
+1,320
+11% +$358K 1.73% 30
2022
Q1 		$3.68M Buy
11,948
+1,239
+12% +$373K 1.63% 31
2021
Q4 		$3.6M Buy
10,709
+152
+1% +$49.3K 1.53% 31
2021
Q3 		$2.98M Buy
10,557
+650
+7% +$189K 1.34% 30
2021
Q2 		$2.68M Buy
9,907
+1,957
+25% +$497K 1.19% 31
2021
Q1 		$1.87M Buy
7,950
+450
+6% +$104K 0.92% 33
2020
Q4 		$1.67M Buy
7,500
+1,950
+35% +$419K 0.87% 33
2020
Q3 		$1.17M Buy
5,550
+910
+20% +$191K 0.71% 33
2020
Q2 		$944K Buy
4,640
+2,290
+97% +$416K 0.63% 34
2020
Q1 		$371K Buy
+2,350
New +$386K 0.32% 32

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WealthBridge Investment Counsel's MSFT Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its Microsoft (MSFT) stake by 0.78% in Q2 2026, buying an estimated $62.7K and bringing the position to 20,051 shares worth $7.48M. The position accounts for 2% of the portfolio, ranked #23.

WealthBridge Investment Counsel first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.38M in Q4 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WealthBridge Investment Counsel held 20,051 shares of Microsoft worth $7.48M as of Q2 2026.
  • WealthBridge Investment Counsel bought 155 Microsoft shares in Q2 2026, an estimated $62.7K.
  • Microsoft made up 2% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #23 holding.
  • WealthBridge Investment Counsel first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • WealthBridge Investment Counsel's Microsoft position peaked at $9.38M in Q4 2025.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.