Wellington Management Group
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Wellington Management Group’s Microsoft MSFT Stock Holding History

Wellington Management 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 		$264K Buy
+1,758
New +$711K ﹤0.01% 1877

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

Wellington Management Group's MSFT Position: Q2 2026 in Review

Wellington Management Group reduced its Microsoft (MSFT) stake by 9.7% in Q2 2026, selling an estimated $2.08B and leaving 47,603,820 shares worth $17.8B. The position accounts for 3.06% of the portfolio, ranked #3.

Wellington Management Group first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.7B in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wellington Management Group held 47,603,820 shares of Microsoft worth $17.8B as of Q2 2026.
  • Wellington Management Group sold 5,138,347 Microsoft shares in Q2 2026, an estimated $2.08B.
  • Microsoft made up 3.06% of Wellington Management Group's portfolio in Q2 2026, its #3 holding.
  • Wellington Management Group first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Microsoft position peaked at $26.7B in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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