Center for Wealth Management Advisory’s Microsoft MSFT Stock Holding History

Center for Wealth Management Advisory’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	$1.91M	Buy	5,158 +508	+11%	+$213K	1.37%	17
2025 Q4	$2.25M	Buy	+4,650	New	+$2.33M	1.66%	11

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

Center for Wealth Management Advisory's MSFT Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $213K and bringing the position to 5,158 shares worth $1.91M. The position accounts for 1.37% of the portfolio, ranked #17.

Center for Wealth Management Advisory first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.25M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Center for Wealth Management Advisory held 5,158 shares of Microsoft worth $1.91M as of Q1 2026.
Center for Wealth Management Advisory bought 508 Microsoft shares in Q1 2026, an estimated $213K.
Microsoft made up 1.37% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #17 holding.
Center for Wealth Management Advisory first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
Center for Wealth Management Advisory's Microsoft position peaked at $2.25M in Q4 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.