Western Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-200
Closed -$16K 484
2020
Q3
$16K Hold
200
﹤0.01% 439
2020
Q2
$14K Buy
+200
New +$36.3K ﹤0.01% 421

Other funds holding MSFT

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

Western Wealth Management increased its Microsoft (MSFT) stake by 3.9% in Q2 2026, buying an estimated $1.77M and bringing the position to 117,370 shares worth $43.8M. The position accounts for 1.43% of the portfolio, ranked #10.

Western Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Western Wealth Management held 117,370 shares of Microsoft worth $43.8M as of Q2 2026.
  • Western Wealth Management bought 4,387 Microsoft shares in Q2 2026, an estimated $1.77M.
  • Microsoft made up 1.43% of Western Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Western Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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