American Wealth Advisors’s Microsoft MSFT Stock Holding History

American Wealth Advisors’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	–	Sell	-525	Closed	-$254K	–	90
2025 Q4	$254K	Buy	525 +1	+0.2%	+$501	0.25%	40
2025 Q3	$271K	Buy	+524	New	+$267K	0.27%	39

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

American Wealth Advisors's MSFT Position: Q1 2026 in Review

American Wealth Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 525 shares — an estimated $254K sold.

American Wealth Advisors first reported a position in MSFT in Q3 2025 and held it in 2 quarters. The position peaked at $271K in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

American Wealth Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
American Wealth Advisors sold 525 Microsoft shares in Q1 2026, an estimated $254K.
American Wealth Advisors first reported a position in Microsoft in Q3 2025 and held it in 2 quarters.
American Wealth Advisors's Microsoft position peaked at $271K in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on American Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.