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Western Pacific Wealth Management’s Microsoft MSFT Stock Holding History

Western Pacific Wealth 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 		$4.89M Sell
13,102
-320
-2% -$129K 4.42% 7
2026
Q1 		$4.97M Buy
13,422
+316
+2% +$132K 5.05% 7
2025
Q4 		$6.34M Buy
13,106
+38
+0.3% +$19K 6.14% 6
2025
Q3 		$6.77M Buy
13,068
+47
+0.4% +$24K 6.61% 5
2025
Q2 		$6.48M Buy
13,021
+341
+3% +$148K 6.21% 5
2025
Q1 		$4.76M Sell
12,680
-209
-2% -$85.2K 4.3% 6
2024
Q4 		$5.43M Sell
12,889
-438
-3% -$187K 4.38% 6
2024
Q3 		$5.73M Buy
13,327
+218
+2% +$93.2K 3.81% 6
2024
Q2 		$5.86M Buy
13,109
+106
+0.8% +$44.8K 4.43% 5
2024
Q1 		$5.47M Buy
13,003
+367
+3% +$149K 3.97% 6
2023
Q4 		$4.75M Sell
12,636
-9
-0.1% -$3.2K 3.47% 5
2023
Q3 		$3.99M Hold
12,645
– – 3.28% 6
2023
Q2 		$4.31M Buy
12,645
+173
+1% +$54.2K 3.26% 6
2023
Q1 		$3.6M Buy
12,472
+730
+6% +$186K 2.75% 6
2022
Q4 		$2.82M Buy
11,742
+902
+8% +$216K 2.34% 6
2022
Q3 		$2.52M Buy
10,840
+1,183
+12% +$312K 2.51% 7
2022
Q2 		$2.48M Sell
9,657
-100
-1% -$27.1K 2.42% 6
2022
Q1 		$3.01M Buy
9,757
+18
+0.2% +$5.42K 2.19% 6
2021
Q4 		$3.27M Buy
+9,739
New +$3.16M 2.11% 4

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

Western Pacific Wealth Management's MSFT Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $129K and leaving 13,102 shares worth $4.89M. The position accounts for 4.42% of the portfolio, ranked #7.

Western Pacific Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.77M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Western Pacific Wealth Management held 13,102 shares of Microsoft worth $4.89M as of Q2 2026.
  • Western Pacific Wealth Management sold 320 Microsoft shares in Q2 2026, an estimated $129K.
  • Microsoft made up 4.42% of Western Pacific Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Western Pacific Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's Microsoft position peaked at $6.77M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.