49 Wealth Management’s Microsoft MSFT Stock Holding History

49 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 Q1	$5.44M	Buy	14,691 +95	+0.7%	+$39.8K	0.41%	25
2025 Q4	$7.06M	Buy	14,596 +6,672	+84%	+$3.34M	0.57%	23
2025 Q3	$4.1M	Buy	7,924 +72	+0.9%	+$36.7K	0.39%	29
2025 Q2	$3.91M	Sell	7,852 -632	-7%	-$274K	0.42%	28
2025 Q1	$3.18M	Sell	8,484 -244	-3%	-$99.5K	0.38%	33
2024 Q4	$3.68M	Sell	8,728 -317	-4%	-$135K	0.52%	28
2024 Q3	$3.89M	Buy	9,045 +1,629	+22%	+$696K	0.63%	26
2024 Q2	$3.39M	Buy	7,416 +1,851	+33%	+$782K	0.67%	34
2024 Q1	$2.36M	Buy	5,565 +795	+17%	+$322K	0.51%	27
2023 Q4	$1.79M	Buy	+4,770	New	+$1.7M	0.46%	29

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

49 Wealth Management's MSFT Position: Q1 2026 in Review

49 Wealth Management increased its Microsoft (MSFT) stake by 0.65% in Q1 2026, buying an estimated $39.8K and bringing the position to 14,691 shares worth $5.44M. The position accounts for 0.41% of the portfolio, ranked #25.

49 Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.06M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

49 Wealth Management held 14,691 shares of Microsoft worth $5.44M as of Q1 2026.
49 Wealth Management bought 95 Microsoft shares in Q1 2026, an estimated $39.8K.
Microsoft made up 0.41% of 49 Wealth Management's portfolio in Q1 2026, its #25 holding.
49 Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's Microsoft position peaked at $7.06M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.