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Westfuller Advisors’s Microsoft MSFT Stock Holding History

Westfuller Advisors’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 		$3.42M Buy
9,159
+3,091
+51% +$1.25M 1.24% 23
2026
Q1 		$2.25M Sell
6,068
-648
-10% -$271K 0.97% 29
2025
Q4 		$3.25M Sell
6,716
-180
-3% -$90.2K 1.31% 18
2025
Q3 		$3.57M Buy
6,896
+2,965
+75% +$1.51M 1.62% 14
2025
Q2 		$1.96M Buy
3,931
+454
+13% +$197K 1.11% 22
2025
Q1 		$1.31M Buy
3,477
+444
+15% +$181K 0.87% 31
2024
Q4 		$1.28M Sell
3,033
-34
-1% -$14.5K 0.81% 35
2024
Q3 		$1.32M Buy
+3,067
New +$1.31M 0.95% 30
2024
Q1 		$1.23M Buy
+2,921
New +$1.18M 1.47% 24

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

Westfuller Advisors's MSFT Position: Q2 2026 in Review

Westfuller Advisors increased its Microsoft (MSFT) stake by 51% in Q2 2026, buying an estimated $1.25M and bringing the position to 9,159 shares worth $3.42M. The position accounts for 1.24% of the portfolio, ranked #23.

Westfuller Advisors first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.57M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Westfuller Advisors held 9,159 shares of Microsoft worth $3.42M as of Q2 2026.
  • Westfuller Advisors bought 3,091 Microsoft shares in Q2 2026, an estimated $1.25M.
  • Microsoft made up 1.24% of Westfuller Advisors's portfolio in Q2 2026, its #23 holding.
  • Westfuller Advisors first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Westfuller Advisors's Microsoft position peaked at $3.57M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.