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Able Wealth Management’s Microsoft MSFT Stock Holding History

Able 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 		$1.28M Buy
3,510
+611
+21% +$256K 0.34% 51
2025
Q4 		$1.38M Buy
2,899
+49
+2% +$24.6K 0.44% 42
2025
Q3 		$1.48M Buy
2,850
+225
+9% +$115K 0.55% 42
2025
Q2 		$1.31M Buy
2,625
+275
+12% +$119K 0.66% 37
2025
Q1 		$882K Buy
2,350
+87
+4% +$35.5K 0.52% 45
2024
Q4 		$954K Buy
2,263
+156
+7% +$66.4K 0.63% 42
2024
Q3 		$907K Sell
2,107
-20
-0.9% -$8.55K 0.69% 34
2024
Q2 		$951K Sell
2,127
-241
-10% -$102K 0.78% 33
2024
Q1 		$996K Buy
2,368
+77
+3% +$31.2K 0.87% 24
2023
Q4 		$862K Buy
+2,291
New +$815K 0.78% 26

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Able Wealth Management increased its Microsoft (MSFT) stake by 21% in Q1 2026, buying an estimated $256K and bringing the position to 3,510 shares worth $1.28M. The position accounts for 0.34% of the portfolio, ranked #51.

Able Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Able Wealth Management held 3,510 shares of Microsoft worth $1.28M as of Q1 2026.
  • Able Wealth Management bought 611 Microsoft shares in Q1 2026, an estimated $256K.
  • Microsoft made up 0.34% of Able Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Able Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Able Wealth Management's Microsoft position peaked at $1.48M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.