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Bell & Brown Wealth Advisors’s Microsoft MSFT Stock Holding History

Bell & Brown 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
2026
Q1 		$5.89M Buy
15,905
+722
+5% +$302K 1.91% 19
2025
Q4 		$7.34M Sell
15,183
-924
-6% -$463K 2.36% 13
2025
Q3 		$8.34M Sell
16,107
-84
-0.5% -$42.9K 2.73% 11
2025
Q2 		$8.05M Sell
16,191
-642
-4% -$279K 2.88% 9
2025
Q1 		$6.32M Buy
16,833
+75
+0.4% +$30.6K 2.46% 13
2024
Q4 		$7.06M Buy
16,758
+300
+2% +$128K 2.63% 10
2024
Q3 		$7.08M Sell
16,458
-149
-0.9% -$63.7K 2.77% 11
2024
Q2 		$7.42M Buy
16,607
+1,121
+7% +$473K 2.84% 9
2024
Q1 		$6.52M Sell
15,486
-1,543
-9% -$625K 2.79% 12
2023
Q4 		$6.4M Buy
+17,029
New +$6.06M 2.97% 9
2023
Q2 		$5.91M Buy
17,366
+1,136
+7% +$356K 2.96% 8
2023
Q1 		$4.68M Sell
16,230
-1,323
-8% -$337K 2.49% 10
2022
Q4 		$4.21M Buy
17,553
+1,475
+9% +$354K 2.32% 15
2022
Q3 		$3.75M Sell
16,078
-1,270
-7% -$335K 2.31% 14
2022
Q2 		$4.46M Buy
17,348
+642
+4% +$174K 2.38% 13
2022
Q1 		$5.15M Buy
16,706
+308
+2% +$92.7K 2.33% 13
2021
Q4 		$5.06M Buy
16,398
+373
+2% +$121K 2.44% 13
2021
Q3 		$4.52M Buy
+16,025
New +$4.66M 2.44% 15
2020
Q3 		$3.6M Buy
16,804
+383
+2% +$80.4K 2.61% 14
2020
Q2 		$3.49M Sell
16,421
-720
-4% -$131K 2.73% 10
2020
Q1 		$3.17M Sell
17,141
-341
-2% -$56.1K 2.94% 8
2019
Q4 		$2.86M Sell
17,482
-1,751
-9% -$257K 2.13% 14
2019
Q3 		$2.64M Sell
19,233
-84
-0.4% -$11.6K 2.17% 11
2019
Q2 		$2.59M Buy
19,317
+169
+0.9% +$21.5K 2.28% 10
2019
Q1 		$2.26M Sell
19,148
-383
-2% -$41.8K 2.06% 15
2018
Q4 		$1.98M Sell
19,531
-221
-1% -$23.7K 2.12% 12
2018
Q3 		$2.11M Buy
19,752
+13
+0.1% +$1.41K 1.96% 14
2018
Q2 		$1.95M Buy
19,739
+1,341
+7% +$130K 1.92% 14
2018
Q1 		$1.72M Sell
18,398
-3,208
-15% -$293K 1.81% 13
2017
Q4 		$1.85M Buy
+21,606
New +$1.77M 1.91% 12

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

Bell & Brown Wealth Advisors's MSFT Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Microsoft (MSFT) stake by 4.8% in Q1 2026, buying an estimated $302K and bringing the position to 15,905 shares worth $5.89M. The position accounts for 1.91% of the portfolio, ranked #19.

Bell & Brown Wealth Advisors first reported a position in MSFT in Q4 2017 and has held it in 30 quarters since. The position peaked at $8.34M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bell & Brown Wealth Advisors held 15,905 shares of Microsoft worth $5.89M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 722 Microsoft shares in Q1 2026, an estimated $302K.
  • Microsoft made up 1.91% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Bell & Brown Wealth Advisors first reported a position in Microsoft in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Microsoft position peaked at $8.34M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.