Carson Wealth (CWM LLC)’s Microsoft MSFT Stock Holding History

Carson Wealth (CWM LLC)’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
2023 Q3	–	Sell	-1,500	Closed	-$1K	–	4399
2023 Q2	$1K	Buy	+1,500	New	+$470K	﹤0.01%	4009
2023 Q1	–	Sell	-100	Closed	-$1K	–	4242
2022 Q4	$1K	Buy	+100	New	+$24K	﹤0.01%	3792
2022 Q3	–	Sell	-100	Closed	-$1K	–	4091
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	3581
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	3376
2021 Q4	$1K	Buy	+100	New	+$32.4K	﹤0.01%	3341
2021 Q2	$3K	Hold	1,600	–	–	﹤0.01%	2540
2021 Q1	$3K	Hold	1,600	–	–	﹤0.01%	2540
2020 Q4	$3K	Hold	1,600	–	–	﹤0.01%	2540
2020 Q3	$3K	Hold	1,600	–	–	﹤0.01%	2539
2020 Q2	$3K	Hold	1,600	–	–	﹤0.01%	2538
2020 Q1	$3K	Hold	1,600	–	–	﹤0.01%	2537
2019 Q4	$3K	Hold	1,600	–	–	﹤0.01%	2536
2019 Q3	$3K	Hold	1,600	–	–	﹤0.01%	2536
2019 Q2	$3K	Hold	1,600	–	–	﹤0.01%	2536
2019 Q1	$3K	Buy	+1,600	New	+$175K	﹤0.01%	2536

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

Carson Wealth (CWM LLC)'s MSFT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $48.3M and bringing the position to 1,186,360 shares worth $439M. The position accounts for 1.15% of the portfolio, ranked #12.

Carson Wealth (CWM LLC) first reported a position in MSFT in Q3 2013 and has held it in 50 quarters since. The position peaked at $524M in Q3 2025. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Carson Wealth (CWM LLC) held 1,186,360 shares of Microsoft worth $439M as of Q1 2026.
Carson Wealth (CWM LLC) bought 115,406 Microsoft shares in Q1 2026, an estimated $48.3M.
Microsoft made up 1.15% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #12 holding.
Carson Wealth (CWM LLC) first reported a position in Microsoft in Q3 2013 and has held it in 50 quarters since.
Carson Wealth (CWM LLC)'s Microsoft position peaked at $524M in Q3 2025.
6,191 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.