Weinberger Asset Management’s Microsoft MSFT Stock Holding History

Weinberger Asset Management’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	$848K	Buy	1,826 +20	+1%	+$8.09K	0.27%	52
2026 Q1	$669K	Sell	1,806 -193	-10%	-$80.8K	0.25%	55
2025 Q4	$967K	Sell	1,999 -72	-3%	-$36.1K	0.35%	44
2025 Q3	$1.07M	Buy	2,071 +314	+18%	+$160K	0.39%	42
2025 Q2	$874K	Buy	1,757 +205	+13%	+$89K	0.34%	46
2025 Q1	$582K	Sell	1,552 -271	-15%	-$110K	0.25%	53
2024 Q4	$768K	Buy	1,823 +179	+11%	+$76.2K	0.32%	48
2024 Q3	$707K	Sell	1,644 -65	-4%	-$27.8K	0.3%	48
2024 Q2	$764K	Buy	1,709 +294	+21%	+$124K	0.36%	45
2024 Q1	$595K	Sell	1,415 -45	-3%	-$18.2K	0.29%	47
2023 Q4	$549K	Buy	1,460 +424	+41%	+$151K	0.28%	51
2023 Q3	$327K	Buy	1,036 +262	+34%	+$86.6K	0.19%	66
2023 Q2	$264K	Buy	+774	New	+$243K	0.15%	71

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Weinberger Asset Management's MSFT Position: Q2 2026 in Review

Weinberger Asset Management increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $8.09K and bringing the position to 1,826 shares worth $848K. The position accounts for 0.27% of the portfolio, ranked #52.

Weinberger Asset Management first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Weinberger Asset Management held 1,826 shares of Microsoft worth $848K as of Q2 2026.
Weinberger Asset Management bought 20 Microsoft shares in Q2 2026, an estimated $8.09K.
Microsoft made up 0.27% of Weinberger Asset Management's portfolio in Q2 2026, its #52 holding.
Weinberger Asset Management first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
Weinberger Asset Management's Microsoft position peaked at $1.07M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.