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Wilson Asset Management’s Microsoft MSFT Stock Holding History

Wilson Asset 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 		– Sell
-14,287
Closed -$5.29M – 46
2026
Q1 		$5.29M Buy
14,287
+1,840
+15% +$770K 1.49% 24
2025
Q4 		$6.02M Buy
12,447
+1,447
+13% +$725K 1.54% 22
2025
Q3 		$5.7M Buy
+11,000
New +$5.61M 1.41% 27
2023
Q4 		– Sell
-28,647
Closed -$8.98M – 25
2023
Q3 		$8.98M Hold
28,647
– – 2.58% 19
2023
Q2 		$9.76M Hold
28,647
– – 2.66% 19
2023
Q1 		$8.26M Hold
28,647
– – 2.29% 21
2022
Q4 		$6.87M Hold
28,647
– – 2.09% 19
2022
Q3 		$6.67M Sell
28,647
-2,584
-8% -$682K 2.25% 19
2022
Q2 		$8.02M Hold
31,231
– – 2.39% 18
2022
Q1 		$9.63M Buy
+31,231
New +$9.4M 2.4% 19

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

Wilson Asset Management's MSFT Position: Q2 2026 in Review

Wilson Asset Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 14,287 shares — an estimated $5.29M sold.

Wilson Asset Management first reported a position in MSFT in Q1 2022 and held it in 10 quarters. The position peaked at $9.76M in Q2 2023. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wilson Asset Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Wilson Asset Management sold 14,287 Microsoft shares in Q2 2026, an estimated $5.29M.
  • Wilson Asset Management first reported a position in Microsoft in Q1 2022 and held it in 10 quarters.
  • Wilson Asset Management's Microsoft position peaked at $9.76M in Q2 2023.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.