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Windle Wealth’s Microsoft MSFT Stock Holding History

Windle Wealth’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 		$10M Buy
26,912
+1,412
+6% +$571K 4.03% 8
2026
Q1 		$9.44M Buy
25,500
+3,176
+14% +$1.33M 3.99% 10
2025
Q4 		$10.8M Sell
22,324
-127
-0.6% -$63.6K 4.84% 3
2025
Q3 		$11.6M Sell
22,451
-28
-0.1% -$14.3K 5.2% 2
2025
Q2 		$11.2M Buy
22,479
+185
+0.8% +$80.3K 5.47% 2
2025
Q1 		$8.37M Buy
22,294
+1,038
+5% +$423K 4.31% 8
2024
Q4 		$8.96M Buy
21,256
+908
+4% +$387K 4.96% 3
2024
Q3 		$8.76M Buy
20,348
+739
+4% +$316K 4.76% 4
2024
Q2 		$8.76M Sell
19,609
-359
-2% -$152K 5.34% 3
2024
Q1 		$8.4M Sell
19,968
-686
-3% -$278K 5.35% 1
2023
Q4 		$7.77M Sell
20,654
-1,653
-7% -$588K 5.45% 1
2023
Q3 		$7.04M Sell
22,307
-3,024
-12% -$999K 5.25% 1
2023
Q2 		$8.63M Sell
25,331
-540
-2% -$169K 6.23% 1
2023
Q1 		$7.46M Buy
25,871
+650
+3% +$166K 5.53% 1
2022
Q4 		$6.05M Buy
+25,221
New +$6.05M 4.72% 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

Windle Wealth's MSFT Position: Q2 2026 in Review

Windle Wealth increased its Microsoft (MSFT) stake by 5.5% in Q2 2026, buying an estimated $571K and bringing the position to 26,912 shares worth $10M. The position accounts for 4.03% of the portfolio, ranked #8.

Windle Wealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.6M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Windle Wealth held 26,912 shares of Microsoft worth $10M as of Q2 2026.
  • Windle Wealth bought 1,412 Microsoft shares in Q2 2026, an estimated $571K.
  • Microsoft made up 4.03% of Windle Wealth's portfolio in Q2 2026, its #8 holding.
  • Windle Wealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Windle Wealth's Microsoft position peaked at $11.6M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.