Whitaker-Myers Wealth Managers’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Buy
3,194
+19
+0.6% +$7.69K 0.2% 69
2026
Q1
$1.18M Sell
3,175
-348
-10% -$146K 0.23% 66
2025
Q4
$1.7M Buy
3,523
+285
+9% +$143K 0.36% 37
2025
Q3
$1.68M Sell
3,238
-2,026
-38% -$1.03M 0.37% 38
2025
Q2
$2.62M Buy
5,264
+1,426
+37% +$619K 0.66% 21
2025
Q1
$1.44M Sell
3,838
-476
-11% -$194K 0.4% 28
2024
Q4
$1.82M Sell
4,314
-41
-0.9% -$17.5K 0.53% 25
2024
Q3
$1.87M Buy
4,355
+132
+3% +$56.4K 0.62% 23
2024
Q2
$1.89M Buy
4,223
+170
+4% +$71.8K 0.7% 23
2024
Q1
$1.71M Buy
4,053
+1,512
+60% +$612K 0.72% 23
2023
Q4
$955K Buy
2,541
+1,025
+68% +$365K 0.48% 34
2023
Q3
$479K Sell
1,516
-13
-0.9% -$4.3K 0.3% 48
2023
Q2
$521K Buy
1,529
+304
+25% +$95.3K 0.35% 44
2023
Q1
$353K Buy
1,225
+186
+18% +$47.4K 0.27% 52
2022
Q4
$249K Buy
+1,039
New +$249K 0.24% 59

Other funds holding MSFT

Whitaker-Myers Wealth Managers's MSFT Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Microsoft (MSFT) stake by 0.6% in Q2 2026, buying an estimated $7.69K and bringing the position to 3,194 shares worth $1.19M. The position accounts for 0.2% of the portfolio, ranked #69.

Whitaker-Myers Wealth Managers first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.62M in Q2 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 3,194 shares of Microsoft worth $1.19M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 19 Microsoft shares in Q2 2026, an estimated $7.69K.
  • Microsoft made up 0.2% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #69 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Whitaker-Myers Wealth Managers's Microsoft position peaked at $2.62M in Q2 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.