Cannon Wealth Management Services’s Microsoft MSFT Stock Holding History

Cannon Wealth Management Services’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	$1.72M	Buy	4,653 +40	+0.9%	+$16.7K	1.17%	23
2025 Q4	$2.23M	Sell	4,613 -14	-0.3%	-$7.02K	1.57%	20
2025 Q3	$2.4M	Sell	4,627 -61	-1%	-$31.1K	1.81%	16
2025 Q2	$2.33M	Buy	4,688 +172	+4%	+$74.7K	1.91%	15
2025 Q1	$1.96M	Sell	4,516 -382	-8%	-$156K	1.75%	18
2024 Q4	$2.01M	Buy	4,898 +127	+3%	+$54.1K	1.74%	19
2024 Q3	$2.05M	Buy	+4,771	New	+$2.04M	1.88%	19

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cannon Wealth Management Services's MSFT Position: Q1 2026 in Review

Cannon Wealth Management Services increased its Microsoft (MSFT) stake by 0.87% in Q1 2026, buying an estimated $16.7K and bringing the position to 4,653 shares worth $1.72M. The position accounts for 1.17% of the portfolio, ranked #23.

Cannon Wealth Management Services first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Cannon Wealth Management Services held 4,653 shares of Microsoft worth $1.72M as of Q1 2026.
Cannon Wealth Management Services bought 40 Microsoft shares in Q1 2026, an estimated $16.7K.
Microsoft made up 1.17% of Cannon Wealth Management Services's portfolio in Q1 2026, its #23 holding.
Cannon Wealth Management Services first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's Microsoft position peaked at $2.4M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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