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Axis Wealth Partners’s Microsoft MSFT Stock Holding History

Axis Wealth Partners’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 		$879K Buy
2,375
+218
+10% +$91.2K 0.47% 65
2025
Q4 		$1.04M Buy
2,157
+39
+2% +$19.5K 0.58% 54
2025
Q3 		$1.1M Buy
2,118
+138
+7% +$70.4K 0.64% 48
2025
Q2 		$985K Sell
1,980
-5
-0.3% -$2.17K 0.65% 51
2025
Q1 		$745K Sell
1,985
-79
-4% -$32.2K 0.55% 56
2024
Q4 		$870K Buy
+2,064
New +$879K 0.73% 41

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

Axis Wealth Partners's MSFT Position: Q1 2026 in Review

Axis Wealth Partners increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $91.2K and bringing the position to 2,375 shares worth $879K. The position accounts for 0.47% of the portfolio, ranked #65.

Axis Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Axis Wealth Partners held 2,375 shares of Microsoft worth $879K as of Q1 2026.
  • Axis Wealth Partners bought 218 Microsoft shares in Q1 2026, an estimated $91.2K.
  • Microsoft made up 0.47% of Axis Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Axis Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's Microsoft position peaked at $1.1M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.