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West Wealth Group’s Microsoft MSFT Stock Holding History

West Wealth 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 		$3.83M Buy
10,271
+320
+3% +$129K 0.63% 24
2026
Q1 		$3.68M Buy
9,951
+229
+2% +$95.8K 0.73% 22
2025
Q4 		$4.7M Sell
9,722
-232
-2% -$116K 0.98% 20
2025
Q3 		$5.11M Buy
9,954
+680
+7% +$347K 1.15% 20
2025
Q2 		$4.87M Buy
9,274
+280
+3% +$122K 1.21% 18
2025
Q1 		$3.44M Buy
8,994
+1,108
+14% +$452K 1.02% 18
2024
Q4 		$3.32M Buy
7,886
+800
+11% +$341K 0.99% 19
2024
Q3 		$3.05M Buy
7,086
+200
+3% +$85.5K 0.99% 17
2024
Q2 		$3.08M Hold
6,886
– – 1.09% 16
2024
Q1 		$2.9M Sell
6,886
-40
-0.6% -$16.2K 1.07% 17
2023
Q4 		$2.6M Sell
6,926
-152
-2% -$54.1K 1.03% 18
2023
Q3 		$2.23M Sell
7,078
-565
-7% -$187K 0.98% 17
2023
Q2 		$2.6M Buy
7,643
+834
+12% +$261K 1.1% 14
2023
Q1 		$1.96M Sell
6,809
-55
-0.8% -$14K 0.91% 15
2022
Q4 		$1.65M Buy
6,864
+453
+7% +$109K 0.82% 18
2022
Q3 		$1.49M Buy
6,411
+998
+18% +$264K 0.76% 19
2022
Q2 		$1.39M Buy
5,413
+2,261
+72% +$614K 0.64% 24
2022
Q1 		$972K Buy
3,152
+78
+3% +$23.5K 0.39% 23
2021
Q4 		$1.03M Buy
+3,074
New +$997K 0.39% 23

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

West Wealth Group's MSFT Position: Q2 2026 in Review

West Wealth Group increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $129K and bringing the position to 10,271 shares worth $3.83M. The position accounts for 0.63% of the portfolio, ranked #24.

West Wealth Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.11M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • West Wealth Group held 10,271 shares of Microsoft worth $3.83M as of Q2 2026.
  • West Wealth Group bought 320 Microsoft shares in Q2 2026, an estimated $129K.
  • Microsoft made up 0.63% of West Wealth Group's portfolio in Q2 2026, its #24 holding.
  • West Wealth Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's Microsoft position peaked at $5.11M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.