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Beam Wealth Advisors’s Microsoft MSFT Stock Holding History

Beam Wealth Advisors’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
2025
Q4 		– Sell
-10,840
Closed -$5.61M – 113
2025
Q3 		$5.61M Buy
10,840
+233
+2% +$119K 1.53% 13
2025
Q2 		$5.28M Sell
10,607
-155
-1% -$67.3K 1.57% 13
2025
Q1 		$4.04M Sell
10,762
-696
-6% -$284K 1.36% 16
2024
Q4 		$4.83M Sell
11,458
-624
-5% -$266K 1.53% 14
2024
Q3 		$5.2M Buy
12,082
+216
+2% +$92.3K 1.58% 13
2024
Q2 		$5.3M Buy
11,866
+8,288
+232% +$3.5M 1.77% 13
2024
Q1 		$1.51M Sell
3,578
-202
-5% -$81.8K 0.9% 27
2023
Q4 		$1.42M Buy
3,780
+73
+2% +$26K 0.9% 28
2023
Q3 		$1.17M Buy
3,707
+105
+3% +$34.7K 0.83% 32
2023
Q2 		$1.23M Buy
3,602
+150
+4% +$47K 0.85% 29
2023
Q1 		$995K Sell
3,452
-318
-8% -$81.1K 1% 35
2022
Q4 		$904K Buy
3,770
+8
+0.2% +$1.92K 0.94% 36
2022
Q3 		$876K Buy
3,762
+211
+6% +$55.7K 0.98% 41
2022
Q2 		$912K Buy
3,551
+368
+12% +$99.9K 1.01% 34
2022
Q1 		$981K Sell
3,183
-68
-2% -$20.5K 1.13% 28
2021
Q4 		$1.09M Sell
3,251
-2,338
-42% -$758K 1.25% 27
2021
Q3 		$1.58M Buy
5,589
+648
+13% +$189K 1.35% 17
2021
Q2 		$1.34M Buy
4,941
+740
+18% +$188K 1.15% 24
2021
Q1 		$991K Buy
4,201
+97
+2% +$22.5K 0.88% 39
2020
Q4 		$913K Sell
4,104
-112
-3% -$24.1K 0.86% 38
2020
Q3 		$887K Sell
4,216
-183
-4% -$38.4K 0.83% 37
2020
Q2 		$927K Sell
4,399
-687
-14% -$125K 0.93% 33
2020
Q1 		$802K Sell
5,086
-775
-13% -$127K 0.79% 37
2019
Q4 		$924K Buy
+5,861
New +$861K 0.86% 37

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beam Wealth Advisors's MSFT Position: Q4 2025 in Review

Beam Wealth Advisors sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 10,840 shares — an estimated $5.61M sold.

Beam Wealth Advisors first reported a position in MSFT in Q4 2019 and held it in 24 quarters. The position peaked at $5.61M in Q3 2025. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Beam Wealth Advisors reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,840 Microsoft shares in Q4 2025, an estimated $5.61M.
  • Beam Wealth Advisors first reported a position in Microsoft in Q4 2019 and held it in 24 quarters.
  • Beam Wealth Advisors's Microsoft position peaked at $5.61M in Q3 2025.
  • 6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Beam Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.