Chemistry Wealth Management
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Chemistry Wealth Management’s Microsoft MSFT Stock Holding History

Chemistry 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
2026
Q3 		$10.1M Buy
19,698
+345
+2% +$160K 1.58% 13
2026
Q2 		$7.22M Sell
19,353
-90
-0.5% -$36.4K 1.15% 16
2026
Q1 		$7.2M Buy
19,443
+423
+2% +$177K 1.27% 16
2025
Q4 		$9.2M Sell
19,020
-255
-1% -$128K 1.72% 12
2025
Q3 		$10M Buy
19,275
+1,201
+7% +$613K 1.93% 12
2025
Q2 		$8.99M Buy
18,074
+314
+2% +$136K 1.93% 12
2025
Q1 		$6.67M Buy
17,760
+10
+0.1% +$4.08K 1.55% 12
2024
Q4 		$7.48M Buy
17,750
+1,250
+8% +$532K 1.75% 12
2024
Q3 		$7.1M Buy
16,500
+368
+2% +$157K 1.68% 12
2024
Q2 		$7.21M Buy
16,132
+818
+5% +$345K 1.86% 12
2024
Q1 		$6.44M Buy
15,314
+377
+3% +$153K 1.74% 12
2023
Q4 		$5.62M Buy
14,937
+307
+2% +$109K 1.7% 11
2023
Q3 		$4.62M Buy
14,630
+606
+4% +$200K 1.53% 14
2023
Q2 		$4.78M Buy
14,024
+300
+2% +$94K 1.55% 14
2023
Q1 		$3.96M Buy
13,724
+429
+3% +$109K 1.38% 13
2022
Q4 		$3.19M Sell
13,295
-983
-7% -$236K 1.24% 16
2022
Q3 		$3.32M Buy
14,278
+322
+2% +$85K 1.31% 15
2022
Q2 		$3.58M Buy
13,956
+221
+2% +$60K 1.37% 14
2022
Q1 		$4.24M Buy
13,735
+6,880
+100% +$2.07M 1.45% 13
2021
Q4 		$2.3M Buy
+6,855
New +$2.22M 1.93% 16

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Chemistry Wealth Management's MSFT Position: Q3 2026 in Review

Chemistry Wealth Management increased its Microsoft (MSFT) stake by 1.8% in Q3 2026, buying an estimated $160K and bringing the position to 19,698 shares worth $10.1M. The position accounts for 1.58% of the portfolio, ranked #13.

Chemistry Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Chemistry Wealth Management held 19,698 shares of Microsoft worth $10.1M as of Q3 2026.
  • Chemistry Wealth Management bought 345 Microsoft shares in Q3 2026, an estimated $160K.
  • Microsoft made up 1.58% of Chemistry Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Chemistry Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Chemistry Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.