Yoder Wealth Management’s Microsoft MSFT Stock Holding History

Yoder 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	$1.79M	Buy	4,810 +237	+5%	+$95.9K	0.7%	40
2026 Q1	$1.69M	Buy	4,573 +233	+5%	+$97.5K	0.77%	40
2025 Q4	$2.1M	Buy	4,340 +256	+6%	+$128K	0.96%	35
2025 Q3	$2.12M	Buy	4,084 +278	+7%	+$142K	1%	31
2025 Q2	$1.89M	Buy	3,806 +455	+14%	+$198K	0.99%	34
2025 Q1	$1.26M	Sell	3,351 -27	-0.8%	-$11K	0.71%	40
2024 Q4	$1.42M	Buy	3,378 +517	+18%	+$220K	0.79%	39
2024 Q3	$1.23M	Buy	2,861 +302	+12%	+$129K	0.74%	36
2024 Q2	$1.14M	Buy	2,559 +23	+0.9%	+$9.71K	0.74%	37
2024 Q1	$1.07M	Sell	2,536 -146	-5%	-$59.1K	0.7%	39
2023 Q4	$1.01M	Buy	2,682 +73	+3%	+$26K	0.71%	35
2023 Q3	$824K	Sell	2,609 -727	-22%	-$240K	0.68%	36
2023 Q2	$1.14M	Buy	3,336 +89	+3%	+$27.9K	0.89%	30
2023 Q1	$936K	Buy	+3,247	New	+$828K	0.78%	32

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

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

Yoder Wealth Management increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $95.9K and bringing the position to 4,810 shares worth $1.79M. The position accounts for 0.7% of the portfolio, ranked #40.

Yoder Wealth Management first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.12M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Yoder Wealth Management held 4,810 shares of Microsoft worth $1.79M as of Q2 2026.
Yoder Wealth Management bought 237 Microsoft shares in Q2 2026, an estimated $95.9K.
Microsoft made up 0.7% of Yoder Wealth Management's portfolio in Q2 2026, its #40 holding.
Yoder Wealth Management first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
Yoder Wealth Management's Microsoft position peaked at $2.12M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.