Winnow Wealth’s Microsoft MSFT Stock Holding History

Winnow 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	$720K	Sell	1,931 -23	-1%	-$9.31K	0.49%	71
2026 Q1	$723K	Sell	1,954 -170	-8%	-$71.1K	0.56%	65
2025 Q4	$1.03M	Buy	2,124 +11	+0.5%	+$5.51K	0.76%	34
2025 Q3	$1.09M	Buy	2,113 +1,435	+212%	+$732K	0.86%	31
2025 Q2	$337K	Sell	678 -1,551	-70%	-$674K	0.25%	43
2025 Q1	$837K	Buy	2,229 +368	+20%	+$150K	0.77%	44
2024 Q4	$699K	Buy	+1,861	New	+$793K	0.69%	47

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winnow Wealth's MSFT Position: Q2 2026 in Review

Winnow Wealth reduced its Microsoft (MSFT) stake by 1.2% in Q2 2026, selling an estimated $9.31K and leaving 1,931 shares worth $720K. The position accounts for 0.49% of the portfolio, ranked #71.

Winnow Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Winnow Wealth held 1,931 shares of Microsoft worth $720K as of Q2 2026.
Winnow Wealth sold 23 Microsoft shares in Q2 2026, an estimated $9.31K.
Microsoft made up 0.49% of Winnow Wealth's portfolio in Q2 2026, its #71 holding.
Winnow Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Winnow Wealth's Microsoft position peaked at $1.09M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.