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BCGM Wealth Management’s Microsoft MSFT Stock Holding History

BCGM 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 		$481K Sell
1,301
-105
-7% -$43.9K 0.12% 113
2025
Q4 		$680K Sell
1,406
-54
-4% -$27.1K 0.17% 95
2025
Q3 		$756K Buy
1,460
+335
+30% +$171K 0.2% 94
2025
Q2 		$560K Buy
1,125
+120
+12% +$52.1K 0.16% 98
2025
Q1 		$377K Buy
1,005
+29
+3% +$11.8K 0.12% 113
2024
Q4 		$412K Buy
976
+9
+0.9% +$3.83K 0.13% 107
2024
Q3 		$416K Sell
967
-162
-14% -$69.2K 0.14% 106
2024
Q2 		$505K Sell
1,129
-328
-23% -$139K 0.17% 93
2024
Q1 		$613K Sell
1,457
-3,391
-70% -$1.37M 0.22% 82
2023
Q4 		$1.82M Buy
4,848
+166
+4% +$59.1K 0.74% 41
2023
Q3 		$1.48M Buy
4,682
+284
+6% +$93.8K 0.68% 40
2023
Q2 		$1.5M Buy
4,398
+841
+24% +$264K 0.66% 38
2023
Q1 		$1.03M Sell
3,557
-855
-19% -$218K 0.52% 48
2022
Q4 		$1.06M Sell
4,412
-127
-3% -$30.5K 0.51% 44
2022
Q3 		$999K Buy
4,539
+448
+11% +$118K 0.5% 43
2022
Q2 		$1.15M Sell
4,091
-74
-2% -$20.1K 0.58% 37
2022
Q1 		$1.16M Sell
4,165
-1,223
-23% -$368K 0.63% 37
2021
Q4 		$1.81M Buy
5,388
+245
+5% +$79.4K 0.97% 20
2021
Q3 		$1.71M Buy
5,143
+694
+16% +$202K 0.95% 21
2021
Q2 		$1.27M Buy
4,449
+474
+12% +$120K 0.75% 27
2021
Q1 		$1.03M Sell
3,975
-266
-6% -$61.7K 0.7% 29
2020
Q4 		$1.04M Buy
+4,241
New +$912K 0.74% 27

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

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

BCGM Wealth Management reduced its Microsoft (MSFT) stake by 7.5% in Q1 2026, selling an estimated $43.9K and leaving 1,301 shares worth $481K. The position accounts for 0.12% of the portfolio, ranked #113.

BCGM Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.82M in Q4 2023. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BCGM Wealth Management held 1,301 shares of Microsoft worth $481K as of Q1 2026.
  • BCGM Wealth Management sold 105 Microsoft shares in Q1 2026, an estimated $43.9K.
  • Microsoft made up 0.12% of BCGM Wealth Management's portfolio in Q1 2026, its #113 holding.
  • BCGM Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • BCGM Wealth Management's Microsoft position peaked at $1.82M in Q4 2023.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.