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Axxcess Wealth Management’s Microsoft MSFT Stock Holding History

Axxcess 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 		$86.2M Sell
235,388
-7,070
-3% -$2.96M 2.76% 6
2025
Q4 		$116M Buy
242,458
+30,833
+15% +$15.5M 2.01% 4
2025
Q3 		$109M Buy
211,625
+3,410
+2% +$1.74M 2.31% 4
2025
Q2 		$103M Buy
208,215
+4,352
+2% +$1.89M 2.41% 4
2025
Q1 		$76.5M Buy
203,863
+3,532
+2% +$1.44M 2.03% 5
2024
Q4 		$84.4M Buy
200,331
+7,332
+4% +$3.12M 2.03% 5
2024
Q3 		$83M Sell
192,999
-7,592
-4% -$3.25M 2.04% 6
2024
Q2 		$89.7M Buy
200,591
+6,207
+3% +$2.62M 2.37% 5
2024
Q1 		$81.8M Buy
194,384
+8,742
+5% +$3.54M 2.24% 6
2023
Q4 		$69.8M Buy
185,642
+36,883
+25% +$13.1M 2.03% 6
2023
Q3 		$47M Buy
148,759
+56,789
+62% +$18.8M 1.6% 10
2023
Q2 		$31.3M Sell
91,970
-8,358
-8% -$2.62M 2.27% 5
2023
Q1 		$28.9M Buy
100,328
+2,240
+2% +$571K 2.19% 4
2022
Q4 		$23.5M Buy
98,088
+10,293
+12% +$2.47M 1.94% 7
2022
Q3 		$20.4M Buy
87,795
+2,155
+3% +$569K 1.94% 7
2022
Q2 		$22M Buy
85,640
+4,887
+6% +$1.33M 2.02% 8
2022
Q1 		$24.9M Buy
80,753
+3,457
+4% +$1.04M 1.95% 6
2021
Q4 		$26M Buy
+77,296
New +$25.1M 1.9% 6

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

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

Axxcess Wealth Management reduced its Microsoft (MSFT) stake by 2.9% in Q1 2026, selling an estimated $2.96M and leaving 235,388 shares worth $86.2M. The position accounts for 2.76% of the portfolio, ranked #6.

Axxcess Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $116M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Axxcess Wealth Management held 235,388 shares of Microsoft worth $86.2M as of Q1 2026.
  • Axxcess Wealth Management sold 7,070 Microsoft shares in Q1 2026, an estimated $2.96M.
  • Microsoft made up 2.76% of Axxcess Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Axxcess Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Microsoft position peaked at $116M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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