WMS Group’s Microsoft MSFT Stock Holding History

WMS Group’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	$1.98M	Sell	5,302 -18	-0.3%	-$7.28K	2.55%	14
2026 Q1	$1.97M	Buy	5,320 +2,234	+72%	+$935K	2.86%	13
2025 Q4	$1.49M	Buy	+3,086	New	+$1.55M	1.9%	18

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

WMS Group's MSFT Position: Q2 2026 in Review

WMS Group reduced its Microsoft (MSFT) stake by 0.34% in Q2 2026, selling an estimated $7.28K and leaving 5,302 shares worth $1.98M. The position accounts for 2.55% of the portfolio, ranked #14.

WMS Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

WMS Group held 5,302 shares of Microsoft worth $1.98M as of Q2 2026.
WMS Group sold 18 Microsoft shares in Q2 2026, an estimated $7.28K.
Microsoft made up 2.55% of WMS Group's portfolio in Q2 2026, its #14 holding.
WMS Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.