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Blodgett Wealth Advisors’s Microsoft MSFT Stock Holding History

Blodgett 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 		$8.46M Sell
22,846
-1,699
-7% -$711K 6.7% 6
2025
Q4 		$11.9M Sell
24,545
-334
-1% -$167K 8.28% 4
2025
Q3 		$12.9M Sell
24,879
-975
-4% -$497K 8.88% 4
2025
Q2 		$12.9M Sell
25,854
-962
-4% -$418K 10.08% 3
2025
Q1 		$10.1M Sell
26,816
-1,067
-4% -$435K 8.58% 4
2024
Q4 		$11.8M Buy
27,883
+27
+0.1% +$11.5K 9.22% 4
2024
Q3 		$12M Sell
27,856
-1,520
-5% -$650K 10.08% 4
2024
Q2 		$13.1M Sell
29,376
-23
-0.1% -$9.71K 11.12% 4
2024
Q1 		$12.4M Buy
29,399
+663
+2% +$268K 11.16% 2
2023
Q4 		$10.8M Sell
28,736
-9
-0% -$3.2K 11.03% 3
2023
Q3 		$9.08M Buy
28,745
+97
+0.3% +$32.1K 9.96% 3
2023
Q2 		$9.76M Buy
28,648
+511
+2% +$160K 10.1% 3
2023
Q1 		$8.11M Sell
28,137
-300
-1% -$76.5K 9.38% 3
2022
Q4 		$6.82M Buy
28,437
+66
+0.2% +$15.8K 8.29% 3
2022
Q3 		$6.61M Sell
28,371
-324
-1% -$85.6K 7.92% 3
2022
Q2 		$7.37M Buy
28,695
+274
+1% +$74.4K 8.08% 3
2022
Q1 		$8.76M Buy
28,421
+238
+0.8% +$71.6K 7.29% 3
2021
Q4 		$9.48M Buy
+28,183
New +$9.14M 7.35% 3

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

Blodgett Wealth Advisors's MSFT Position: Q1 2026 in Review

Blodgett Wealth Advisors reduced its Microsoft (MSFT) stake by 6.9% in Q1 2026, selling an estimated $711K and leaving 22,846 shares worth $8.46M. The position accounts for 6.7% of the portfolio, ranked #6.

Blodgett Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.1M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Blodgett Wealth Advisors held 22,846 shares of Microsoft worth $8.46M as of Q1 2026.
  • Blodgett Wealth Advisors sold 1,699 Microsoft shares in Q1 2026, an estimated $711K.
  • Microsoft made up 6.7% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Blodgett Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Blodgett Wealth Advisors's Microsoft position peaked at $13.1M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.