Wellington Group’s Microsoft MSFT Stock Holding History

Wellington Group’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	$5.59M	Buy	14,973 +2,934	+24%	+$1.19M	1.48%	17
2026 Q1	$4.46M	Buy	12,039 +1,326	+12%	+$555K	1.37%	15
2025 Q4	$5.18M	Buy	+10,713	New	+$5.37M	1.72%	15

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

Wellington Group's MSFT Position: Q2 2026 in Review

Wellington Group increased its Microsoft (MSFT) stake by 24% in Q2 2026, buying an estimated $1.19M and bringing the position to 14,973 shares worth $5.59M. The position accounts for 1.48% of the portfolio, ranked #17.

Wellington Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wellington Group held 14,973 shares of Microsoft worth $5.59M as of Q2 2026.
Wellington Group bought 2,934 Microsoft shares in Q2 2026, an estimated $1.19M.
Microsoft made up 1.48% of Wellington Group's portfolio in Q2 2026, its #17 holding.
Wellington Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.