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WPWealth’s Microsoft MSFT Stock Holding History

WPWealth’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 		$1.12M Buy
2,992
+32
+1% +$12.9K 0.17% 41
2026
Q1 		$1.1M Sell
2,960
-94
-3% -$39.3K 0.17% 41
2025
Q4 		$1.48M Buy
3,054
+335
+12% +$168K 0.23% 31
2025
Q3 		$1.41M Buy
2,719
+18
+0.7% +$9.18K 0.23% 32
2025
Q2 		$1.34M Buy
2,701
+61
+2% +$26.5K 0.24% 33
2025
Q1 		$991K Buy
2,640
+113
+4% +$46.1K 0.2% 37
2024
Q4 		$1.07M Sell
2,527
-1,118
-31% -$476K 0.22% 33
2024
Q3 		$1.57M Buy
3,645
+200
+6% +$85.5K 0.33% 21
2024
Q2 		$1.54M Sell
3,445
-71
-2% -$30K 0.37% 21
2024
Q1 		$1.48M Buy
3,516
+228
+7% +$92.3K 0.38% 22
2023
Q4 		$1.24M Buy
3,288
+40
+1% +$14.2K 0.38% 24
2023
Q3 		$1.03M Buy
3,248
+37
+1% +$12.2K 0.39% 22
2023
Q2 		$1.09M Buy
3,211
+390
+14% +$122K 0.47% 24
2023
Q1 		$813K Buy
2,821
+219
+8% +$55.9K 0.38% 26
2022
Q4 		$624K Buy
+2,602
New +$624K 0.33% 24

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

WPWealth's MSFT Position: Q2 2026 in Review

WPWealth increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,992 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #41.

WPWealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q3 2024. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WPWealth held 2,992 shares of Microsoft worth $1.12M as of Q2 2026.
  • WPWealth bought 32 Microsoft shares in Q2 2026, an estimated $12.9K.
  • Microsoft made up 0.17% of WPWealth's portfolio in Q2 2026, its #41 holding.
  • WPWealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • WPWealth's Microsoft position peaked at $1.57M in Q3 2024.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.