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Womack Financial’s Microsoft MSFT Stock Holding History

Womack Financial’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 		$1.69M Sell
4,528
-102
-2% -$41.3K 1.12% 25
2026
Q1 		$1.71M Buy
4,630
+31
+0.7% +$13K 1.26% 23
2025
Q4 		$2.22M Sell
4,599
-54
-1% -$27.1K 1.64% 21
2025
Q3 		$2.41M Hold
4,653
– – 1.83% 17
2025
Q2 		$2.31M Buy
4,653
+46
+1% +$20K 1.93% 17
2025
Q1 		$1.73M Sell
4,607
-43
-0.9% -$17.5K 1.58% 18
2024
Q4 		$1.96M Buy
+4,650
New +$1.98M 1.74% 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

Womack Financial's MSFT Position: Q2 2026 in Review

Womack Financial reduced its Microsoft (MSFT) stake by 2.2% in Q2 2026, selling an estimated $41.3K and leaving 4,528 shares worth $1.69M. The position accounts for 1.12% of the portfolio, ranked #25.

Womack Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Womack Financial held 4,528 shares of Microsoft worth $1.69M as of Q2 2026.
  • Womack Financial sold 102 Microsoft shares in Q2 2026, an estimated $41.3K.
  • Microsoft made up 1.12% of Womack Financial's portfolio in Q2 2026, its #25 holding.
  • Womack Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Womack Financial's Microsoft position peaked at $2.41M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.