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WT Wealth Management’s Microsoft MSFT Stock Holding History

WT Wealth Management’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 		$5.81M Buy
15,582
+3,578
+30% +$1.45M 1.61% 20
2026
Q1 		$4.44M Sell
12,004
-6,773
-36% -$2.83M 1.32% 22
2025
Q4 		$9.08M Sell
18,777
-317
-2% -$159K 2.61% 8
2025
Q3 		$9.89M Sell
19,094
-317
-2% -$162K 2.85% 8
2025
Q2 		$9.65M Sell
19,411
-1,674
-8% -$727K 2.86% 8
2025
Q1 		$7.92M Sell
21,085
-2,295
-10% -$936K 2.57% 8
2024
Q4 		$9.85M Buy
23,380
+779
+3% +$332K 3.09% 6
2024
Q3 		$9.45M Buy
22,601
+496
+2% +$212K 3.02% 5
2024
Q2 		$9.88M Buy
22,105
+798
+4% +$337K 3.37% 3
2024
Q1 		$8.96M Buy
21,307
+2,832
+15% +$1.15M 3.2% 6
2023
Q4 		$6.95M Buy
18,475
+5,984
+48% +$2.13M 2.74% 9
2023
Q3 		$3.94M Buy
12,491
+2,140
+21% +$707K 1.69% 15
2023
Q2 		$3.52M Sell
10,351
-2,982
-22% -$935K 1.46% 15
2023
Q1 		$3.84M Buy
13,333
+867
+7% +$221K 1.66% 14
2022
Q4 		$2.99M Sell
12,466
-6,520
-34% -$1.56M 1.45% 21
2022
Q3 		$4.42M Buy
18,986
+4,785
+34% +$1.26M 2.22% 14
2022
Q2 		$3.65M Sell
14,201
-620
-4% -$168K 1.8% 15
2022
Q1 		$4.57M Buy
14,821
+145
+1% +$43.6K 1.75% 14
2021
Q4 		$4.94M Sell
14,676
-545
-4% -$177K 1.81% 12
2021
Q3 		$4.29M Buy
15,221
+441
+3% +$128K 1.65% 15
2021
Q2 		$4M Buy
14,780
+997
+7% +$253K 1.62% 16
2021
Q1 		$3.25M Buy
13,783
+1,651
+14% +$383K 1.5% 17
2020
Q4 		$2.7M Buy
12,132
+3,086
+34% +$664K 1.47% 13
2020
Q3 		$1.9M Buy
9,046
+829
+10% +$174K 1.26% 21
2020
Q2 		$1.67M Buy
8,217
+835
+11% +$152K 1.35% 16
2020
Q1 		$1.16M Buy
7,382
+3,014
+69% +$496K 1.23% 19
2019
Q4 		$688K Sell
4,368
-2
-0% -$294 0.52% 41
2019
Q3 		$607K Buy
+4,370
New +$601K 0.53% 45

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

WT Wealth Management's MSFT Position: Q2 2026 in Review

WT Wealth Management increased its Microsoft (MSFT) stake by 30% in Q2 2026, buying an estimated $1.45M and bringing the position to 15,582 shares worth $5.81M. The position accounts for 1.61% of the portfolio, ranked #20.

WT Wealth Management first reported a position in MSFT in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.89M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WT Wealth Management held 15,582 shares of Microsoft worth $5.81M as of Q2 2026.
  • WT Wealth Management bought 3,578 Microsoft shares in Q2 2026, an estimated $1.45M.
  • Microsoft made up 1.61% of WT Wealth Management's portfolio in Q2 2026, its #20 holding.
  • WT Wealth Management first reported a position in Microsoft in Q3 2019 and has held it in 28 quarters since.
  • WT Wealth Management's Microsoft position peaked at $9.89M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.