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Apex Wealth Management’s Microsoft MSFT Stock Holding History

Apex 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 		$2.11M Buy
5,689
+1,861
+49% +$779K 1.44% 21
2025
Q4 		$1.76M Sell
3,828
-1,919
-33% -$962K 1.79% 18
2025
Q3 		$2.98M Sell
5,747
-27
-0.5% -$13.8K 2.13% 19
2025
Q2 		$2.87M Buy
5,774
+51
+0.9% +$22.1K 2.3% 16
2025
Q1 		$2.15M Buy
5,723
+273
+5% +$111K 1.93% 19
2024
Q4 		$2.3M Buy
+5,450
New +$2.32M 1.98% 21

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

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

Apex Wealth Management increased its Microsoft (MSFT) stake by 49% in Q1 2026, buying an estimated $779K and bringing the position to 5,689 shares worth $2.11M. The position accounts for 1.44% of the portfolio, ranked #21.

Apex Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.98M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Apex Wealth Management held 5,689 shares of Microsoft worth $2.11M as of Q1 2026.
  • Apex Wealth Management bought 1,861 Microsoft shares in Q1 2026, an estimated $779K.
  • Microsoft made up 1.44% of Apex Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Apex Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Apex Wealth Management's Microsoft position peaked at $2.98M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.