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Campbell Wealth Management’s Microsoft MSFT Stock Holding History

Campbell 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
2024
Q4 		$4.52M Buy
10,724
+3,021
+39% +$1.29M 0.41% 17
2024
Q3 		$3.31M Buy
+7,703
New +$3.29M 0.3% 21
2024
Q2 		– Sell
-8,937
Closed -$3.76M – 77
2024
Q1 		$3.76M Buy
8,937
+2,803
+46% +$1.13M 0.37% 18
2023
Q4 		$2.31M Sell
6,134
-2,057
-25% -$732K 0.27% 22
2023
Q3 		$2.59M Buy
8,191
+949
+13% +$314K 0.31% 22
2023
Q2 		$2.47M Hold
7,242
– – 0.32% 20
2023
Q1 		$2.09M Sell
7,242
-524
-7% -$134K 0.26% 24
2022
Q4 		$1.86M Sell
7,766
-36
-0.5% -$8.64K 0.26% 21
2022
Q3 		$1.82M Buy
7,802
+1,688
+28% +$446K 0.26% 22
2022
Q2 		$1.57M Sell
6,114
-1,393
-19% -$378K 0.22% 17
2022
Q1 		$2.31M Sell
7,507
-631
-8% -$190K 0.28% 16
2021
Q4 		$2.74M Buy
8,138
+88
+1% +$28.5K 0.31% 16
2021
Q3 		$2.27M Sell
8,050
-524
-6% -$152K 0.3% 15
2021
Q2 		$2.32M Sell
8,574
-5
-0.1% -$1.27K 0.31% 15
2021
Q1 		$2.02M Sell
8,579
-90
-1% -$20.9K 0.28% 16
2020
Q4 		$1.93M Buy
8,669
+6
+0.1% +$1.29K 0.28% 16
2020
Q3 		$1.82M Buy
8,663
+78
+0.9% +$16.4K 0.3% 17
2020
Q2 		$1.75M Sell
8,585
-92
-1% -$16.7K 0.3% 17
2020
Q1 		$1.37M Buy
8,677
+199
+2% +$32.7K 0.3% 16
2019
Q4 		$1.34M Buy
8,478
+57
+0.7% +$8.37K 0.27% 19
2019
Q3 		$1.17M Sell
8,421
-74
-0.9% -$10.2K 0.26% 19
2019
Q2 		$1.14M Buy
8,495
+94
+1% +$11.9K 0.27% 19
2019
Q1 		$991K Buy
8,401
+810
+11% +$88.4K 0.26% 19
2018
Q4 		$771K Buy
+7,591
New +$813K 0.24% 19

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Campbell Wealth Management's MSFT Position: Q4 2024 in Review

Campbell Wealth Management increased its Microsoft (MSFT) stake by 39% in Q4 2024, buying an estimated $1.29M and bringing the position to 10,724 shares worth $4.52M. The position accounts for 0.41% of the portfolio, ranked #17.

Campbell Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 24 quarters since. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Campbell Wealth Management held 10,724 shares of Microsoft worth $4.52M as of Q4 2024.
  • Campbell Wealth Management bought 3,021 Microsoft shares in Q4 2024, an estimated $1.29M.
  • Microsoft made up 0.41% of Campbell Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Campbell Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 24 quarters since.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.