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Arbor Wealth Management (Arizona)’s Microsoft MSFT Stock Holding History

Arbor Wealth Management (Arizona)’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
-315
Closed -$153K – 66
2025
Q4 		$153K Buy
+315
New +$158K 0.12% 28

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arbor Wealth Management (Arizona)'s MSFT Position: Q1 2026 in Review

Arbor Wealth Management (Arizona) sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 315 shares — an estimated $153K sold.

Arbor Wealth Management (Arizona) first reported a position in MSFT in Q4 2025 and held it in 1 quarter. The position peaked at $153K in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Arbor Wealth Management (Arizona) reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Arbor Wealth Management (Arizona) sold 315 Microsoft shares in Q1 2026, an estimated $153K.
  • Arbor Wealth Management (Arizona) first reported a position in Microsoft in Q4 2025 and held it in 1 quarter.
  • Arbor Wealth Management (Arizona)'s Microsoft position peaked at $153K in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Arbor Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 31 Aug 2026.