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Yarger Wealth Strategies’s Microsoft MSFT Stock Holding History

Yarger Wealth Strategies’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 		$2.69M Buy
6,986
+574
+9% +$232K 0.97% 26
2026
Q1 		$2.37M Buy
6,412
+144
+2% +$60.3K 0.96% 29
2025
Q4 		$3.03M Buy
6,268
+84
+1% +$42.1K 1.3% 20
2025
Q3 		$3.2M Buy
6,184
+300
+5% +$153K 1.47% 17
2025
Q2 		$2.93M Buy
5,884
+550
+10% +$239K 1.53% 19
2025
Q1 		$2M Buy
5,334
+24
+0.5% +$9.79K 1.17% 25
2024
Q4 		$2.24M Buy
5,310
+343
+7% +$146K 1.29% 23
2024
Q3 		$2.14M Buy
4,967
+141
+3% +$60.3K 1.18% 24
2024
Q2 		$2.16M Buy
4,826
+137
+3% +$57.9K 1.3% 23
2024
Q1 		$1.97M Buy
4,689
+520
+12% +$211K 1.34% 24
2023
Q4 		$1.57M Buy
4,169
+457
+12% +$163K 1.27% 22
2023
Q3 		$1.17M Buy
3,712
+134
+4% +$44.3K 1% 24
2023
Q2 		$1.22M Buy
3,578
+195
+6% +$61.1K 1.1% 22
2023
Q1 		$975K Buy
3,383
+9
+0.3% +$2.3K 1.07% 23
2022
Q4 		$809K Buy
3,374
+9
+0.3% +$2.16K 1% 23
2022
Q3 		$784K Buy
3,365
+8
+0.2% +$2.11K 1.04% 21
2022
Q2 		$899K Sell
3,357
-31
-0.9% -$8.41K 1.16% 18
2022
Q1 		$1.04M Buy
3,388
+189
+6% +$56.9K 1.36% 16
2021
Q4 		$1.08M Buy
+3,199
New +$1.04M 1.16% 18

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

Yarger Wealth Strategies's MSFT Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Microsoft (MSFT) stake by 9% in Q2 2026, buying an estimated $232K and bringing the position to 6,986 shares worth $2.69M. The position accounts for 0.97% of the portfolio, ranked #26.

Yarger Wealth Strategies first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.2M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Yarger Wealth Strategies held 6,986 shares of Microsoft worth $2.69M as of Q2 2026.
  • Yarger Wealth Strategies bought 574 Microsoft shares in Q2 2026, an estimated $232K.
  • Microsoft made up 0.97% of Yarger Wealth Strategies's portfolio in Q2 2026, its #26 holding.
  • Yarger Wealth Strategies first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Yarger Wealth Strategies's Microsoft position peaked at $3.2M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.