Chokshi & Queen Wealth Advisors’s Microsoft MSFT Stock Holding History

Chokshi & Queen Wealth Advisors’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	$2.03M	Buy	5,492 +125	+2%	+$52.3K	1.09%	15
2025 Q4	$2.6M	Buy	5,367 +507	+10%	+$254K	1.36%	13
2025 Q3	$2.52M	Buy	4,860 +59	+1%	+$30.1K	1.33%	14
2025 Q2	$2.39M	Sell	4,801 -60	-1%	-$26.1K	1.37%	14
2025 Q1	$1.82M	Sell	4,861 -1,055	-18%	-$430K	1.11%	16
2024 Q4	$2.49M	Buy	+5,916	New	+$2.52M	1.55%	13

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

Chokshi & Queen Wealth Advisors's MSFT Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Microsoft (MSFT) stake by 2.3% in Q1 2026, buying an estimated $52.3K and bringing the position to 5,492 shares worth $2.03M. The position accounts for 1.09% of the portfolio, ranked #15.

Chokshi & Queen Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Chokshi & Queen Wealth Advisors held 5,492 shares of Microsoft worth $2.03M as of Q1 2026.
Chokshi & Queen Wealth Advisors bought 125 Microsoft shares in Q1 2026, an estimated $52.3K.
Microsoft made up 1.09% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Chokshi & Queen Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's Microsoft position peaked at $2.6M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.