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Chicago Wealth Management’s Microsoft MSFT Stock Holding History

Chicago 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
Q1 		$551K Buy
1,487
+99
+7% +$41.4K 0.22% 45
2025
Q4 		$671K Sell
1,388
-407
-23% -$204K 0.27% 39
2025
Q3 		$930K Buy
1,795
+2
+0.1% +$1.02K 0.41% 29
2025
Q2 		$892K Sell
1,793
-406
-18% -$176K 0.43% 29
2025
Q1 		$826K Sell
2,199
-25
-1% -$10.2K 0.43% 28
2024
Q4 		$938K Sell
2,224
-24
-1% -$10.2K 0.49% 30
2024
Q3 		$967K Sell
2,248
-24
-1% -$10.3K 0.52% 28
2024
Q2 		$1.02M Buy
2,272
+3
+0.1% +$1.27K 0.58% 28
2024
Q1 		$955K Sell
2,269
-100
-4% -$40.5K 0.57% 29
2023
Q4 		$891K Sell
2,369
-27
-1% -$9.61K 0.61% 23
2023
Q3 		$757K Sell
2,396
-2
-0.1% -$661 0.6% 23
2023
Q2 		$817K Sell
2,398
-1,219
-34% -$382K 0.62% 23
2023
Q1 		$1.04M Sell
3,617
-1,288
-26% -$329K 0.83% 22
2022
Q4 		$1.18M Buy
4,905
+3,465
+241% +$832K 1.01% 15
2022
Q3 		$335K Hold
1,440
– – 0.32% 26
2022
Q2 		$370K Buy
1,440
+2
+0.1% +$543 0.33% 24
2022
Q1 		$443K Hold
1,438
– – 0.3% 34
2021
Q4 		$484K Sell
1,438
-30
-2% -$9.73K 0.32% 31
2021
Q3 		$414K Hold
1,468
– – 0.3% 30
2021
Q2 		$398K Sell
1,468
-100
-6% -$25.4K 0.29% 31
2021
Q1 		$370K Buy
+1,568
New +$364K 0.29% 30

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chicago Wealth Management's MSFT Position: Q1 2026 in Review

Chicago Wealth Management increased its Microsoft (MSFT) stake by 7.1% in Q1 2026, buying an estimated $41.4K and bringing the position to 1,487 shares worth $551K. The position accounts for 0.22% of the portfolio, ranked #45.

Chicago Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q4 2022. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Chicago Wealth Management held 1,487 shares of Microsoft worth $551K as of Q1 2026.
  • Chicago Wealth Management bought 99 Microsoft shares in Q1 2026, an estimated $41.4K.
  • Microsoft made up 0.22% of Chicago Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Chicago Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
  • Chicago Wealth Management's Microsoft position peaked at $1.18M in Q4 2022.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.