Alliance Wealth Management Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.33M | Sell |
6,300
-212
| -3% | -$88.7K | 0.51% | 34 |
|
|
2025
Q4 | $3.15M | Sell |
6,512
-59
| -0.9% | -$29.6K | 0.69% | 32 |
|
|
2025
Q3 | $3.4M | Buy |
6,571
+817
| +14% | +$417K | 0.76% | 33 |
|
|
2025
Q2 | $2.86M | Buy |
5,754
+137
| +2% | +$59.5K | 0.73% | 34 |
|
|
2025
Q1 | $2.11M | Hold |
5,617
| – | – | 0.57% | 35 |
|
|
2024
Q4 | $2.37M | Buy |
5,617
+25
| +0.4% | +$10.6K | 0.63% | 35 |
|
|
2024
Q3 | $2.41M | Sell |
5,592
-30
| -0.5% | -$12.8K | 0.64% | 35 |
|
|
2024
Q2 | $2.51M | Hold |
5,622
| – | – | 0.72% | 33 |
|
|
2024
Q1 | $2.37M | Buy |
5,622
+1,106
| +24% | +$448K | 0.69% | 32 |
|
|
2023
Q4 | $1.7M | Buy |
+4,516
| New | +$1.61M | 0.53% | 38 |
|
|
2023
Q2 | $1.53M | Buy |
4,497
+107
| +2% | +$33.5K | 0.5% | 38 |
|
|
2023
Q1 | $1.27M | Buy |
4,390
+10
| +0.2% | +$2.55K | 0.43% | 38 |
|
|
2022
Q4 | $1.05M | Hold |
4,380
| – | – | 0.38% | 39 |
|
|
2022
Q3 | $1.02M | Hold |
4,380
| – | – | 0.4% | 38 |
|
|
2022
Q2 | $1.13M | Buy |
4,380
+10
| +0.2% | +$2.71K | 0.42% | 38 |
|
|
2022
Q1 | $1.35M | Buy |
4,370
+1
| +0% | +$301 | 0.44% | 37 |
|
|
2021
Q4 | $1.47M | Buy |
4,369
+52
| +1% | +$16.9K | 0.46% | 36 |
|
|
2021
Q3 | $1.22M | Sell |
4,317
-3
| -0.1% | -$873 | 0.4% | 37 |
|
|
2021
Q2 | $1.17M | Buy |
4,320
+138
| +3% | +$35.1K | 0.39% | 37 |
|
|
2021
Q1 | $986K | Sell |
4,182
-33
| -0.8% | -$7.66K | 0.37% | 30 |
|
|
2020
Q4 | $937K | Buy |
4,215
+176
| +4% | +$37.8K | 0.37% | 35 |
|
|
2020
Q3 | $849K | Buy |
4,039
+51
| +1% | +$10.7K | 0.36% | 35 |
|
|
2020
Q2 | $812K | Buy |
3,988
+35
| +0.9% | +$6.35K | 0.37% | 36 |
|
|
2020
Q1 | $623K | Sell |
3,953
-43
| -1% | -$7.07K | 0.33% | 40 |
|
|
2019
Q4 | $630K | Buy |
3,996
+762
| +24% | +$112K | 0.28% | 40 |
|
|
2019
Q3 | $450K | Sell |
3,234
-542
| -14% | -$74.5K | 0.22% | 42 |
|
|
2019
Q2 | $506K | Buy |
3,776
+510
| +16% | +$64.7K | 0.25% | 41 |
|
|
2019
Q1 | $385K | Buy |
3,266
+139
| +4% | +$15.2K | 0.2% | 41 |
|
|
2018
Q4 | $318K | Buy |
3,127
+10
| +0.3% | +$1.07K | 0.19% | 42 |
|
|
2018
Q3 | $356K | Sell |
3,117
-230
| -7% | -$24.9K | 0.19% | 42 |
|
|
2018
Q2 | $330K | Sell |
3,347
-105
| -3% | -$10.2K | 0.19% | 48 |
|
|
2018
Q1 | $315K | Buy |
3,452
+1,097
| +47% | +$100K | 0.15% | 56 |
|
|
2017
Q4 | $201K | Sell |
2,355
-2,391
| -50% | -$196K | 0.1% | 71 |
|
|
2017
Q3 | $354K | Buy |
+4,746
| New | +$347K | 0.09% | 69 |
|
Other funds holding MSFT
VCM
VPM
Alliance Wealth Management Group's MSFT Position: Q1 2026 in Review
Alliance Wealth Management Group reduced its Microsoft (MSFT) stake by 3.3% in Q1 2026, selling an estimated $88.7K and leaving 6,300 shares worth $2.33M. The position accounts for 0.51% of the portfolio, ranked #34.
Alliance Wealth Management Group first reported a position in MSFT in Q3 2017 and has held it in 34 quarters since. The position peaked at $3.4M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Alliance Wealth Management Group held 6,300 shares of Microsoft worth $2.33M as of Q1 2026.
- Alliance Wealth Management Group sold 212 Microsoft shares in Q1 2026, an estimated $88.7K.
- Microsoft made up 0.51% of Alliance Wealth Management Group's portfolio in Q1 2026, its #34 holding.
- Alliance Wealth Management Group first reported a position in Microsoft in Q3 2017 and has held it in 34 quarters since.
- Alliance Wealth Management Group's Microsoft position peaked at $3.4M in Q3 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.