Wilkins Miller Wealth Management’s Microsoft MSFT Stock Holding History

Wilkins Miller 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	$779K	Sell	2,087 -246	-11%	-$99.5K	0.43%	51
2026 Q1	$864K	Buy	2,333 +2	+0.1%	+$837	0.52%	47
2025 Q4	$1.13M	Sell	2,331 -19	-0.8%	-$9.52K	0.67%	39
2025 Q3	$1.22M	Buy	2,350 +14	+0.6%	+$7.14K	0.75%	35
2025 Q2	$1.16M	Sell	2,336 -173	-7%	-$75.1K	0.79%	33
2025 Q1	$942K	Buy	2,509 +15	+0.6%	+$6.12K	0.71%	37
2024 Q4	$1.05M	Buy	+2,494	New	+$1.06M	1.1%	22

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wilkins Miller Wealth Management's MSFT Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $99.5K and leaving 2,087 shares worth $779K. The position accounts for 0.43% of the portfolio, ranked #51.

Wilkins Miller Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wilkins Miller Wealth Management held 2,087 shares of Microsoft worth $779K as of Q2 2026.
Wilkins Miller Wealth Management sold 246 Microsoft shares in Q2 2026, an estimated $99.5K.
Microsoft made up 0.43% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #51 holding.
Wilkins Miller Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's Microsoft position peaked at $1.22M in Q3 2025.
1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.