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Whipplewood Advisors’s Microsoft MSFT Stock Holding History

Whipplewood 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 		$820K Sell
2,199
-2,583
-54% -$1.05M 0.55% 52
2026
Q1 		$1.77M Buy
4,782
+427
+10% +$179K 0.92% 25
2025
Q4 		$2.11M Buy
4,355
+85
+2% +$42.6K 1.35% 17
2025
Q3 		$2.21M Sell
4,270
-4,141
-49% -$2.11M 1.45% 16
2025
Q2 		$4.18M Buy
8,411
+194
+2% +$84.2K 2.3% 4
2025
Q1 		$3.14M Sell
8,217
-591
-7% -$241K 1.86% 6
2024
Q4 		$3.71M Buy
+8,808
New +$3.75M 2.11% 5

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

Whipplewood Advisors's MSFT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Microsoft (MSFT) stake by 54% in Q2 2026, selling an estimated $1.05M and leaving 2,199 shares worth $820K. The position accounts for 0.55% of the portfolio, ranked #52.

Whipplewood Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.18M in Q2 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Whipplewood Advisors held 2,199 shares of Microsoft worth $820K as of Q2 2026.
  • Whipplewood Advisors sold 2,583 Microsoft shares in Q2 2026, an estimated $1.05M.
  • Microsoft made up 0.55% of Whipplewood Advisors's portfolio in Q2 2026, its #52 holding.
  • Whipplewood Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Microsoft position peaked at $4.18M in Q2 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.