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Axim Planning & Wealth’s Microsoft MSFT Stock Holding History

Axim Planning & Wealth’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 		$924K Buy
2,497
+814
+48% +$341K 1.12% 6
2025
Q4 		$814K Sell
1,683
-499
-23% -$250K 0.86% 12
2025
Q3 		$1.13M Sell
2,182
-242
-10% -$123K 0.89% 7
2025
Q2 		$1.21M Buy
2,424
+63
+3% +$27.4K 1.1% 6
2025
Q1 		$886K Sell
2,361
-183
-7% -$74.6K 0.79% 5
2024
Q4 		$1.07M Sell
2,544
-15
-0.6% -$6.39K 1.14% 5
2024
Q3 		$1.1M Sell
2,559
-13
-0.5% -$5.56K 1.24% 5
2024
Q2 		$1.15M Sell
2,572
-114
-4% -$48.1K 1.38% 4
2024
Q1 		$1.13M Sell
2,686
-83
-3% -$33.6K 0.92% 6
2023
Q4 		$1.04M Buy
2,769
+81
+3% +$28.8K 0.95% 6
2023
Q3 		$849K Buy
2,688
+251
+10% +$82.9K 0.75% 5
2023
Q2 		$830K Buy
2,437
+96
+4% +$30.1K 0.75% 7
2023
Q1 		$675K Buy
2,341
+5
+0.2% +$1.27K 0.67% 9
2022
Q4 		$560K Buy
2,336
+885
+61% +$212K 0.58% 16
2022
Q3 		$338K Buy
1,451
+985
+211% +$260K 0.33% 12
2022
Q2 		$120K Buy
+466
New +$126K 0.09% 23

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

Axim Planning & Wealth's MSFT Position: Q1 2026 in Review

Axim Planning & Wealth increased its Microsoft (MSFT) stake by 48% in Q1 2026, buying an estimated $341K and bringing the position to 2,497 shares worth $924K. The position accounts for 1.12% of the portfolio, ranked #6.

Axim Planning & Wealth first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q2 2025. 6,189 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Axim Planning & Wealth held 2,497 shares of Microsoft worth $924K as of Q1 2026.
  • Axim Planning & Wealth bought 814 Microsoft shares in Q1 2026, an estimated $341K.
  • Microsoft made up 1.12% of Axim Planning & Wealth's portfolio in Q1 2026, its #6 holding.
  • Axim Planning & Wealth first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
  • Axim Planning & Wealth's Microsoft position peaked at $1.21M in Q2 2025.
  • 6,189 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.