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Chung Wu Investment Group’s Microsoft MSFT Stock Holding History

Chung Wu Investment Group’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 		$5.99M Sell
16,174
-578
-3% -$242K 5.16% 5
2025
Q4 		$8.1M Buy
16,752
+190
+1% +$95.2K 6.63% 2
2025
Q3 		$8.58M Hold
16,562
– – 7.14% 2
2025
Q2 		$8.24M Sell
16,562
-740
-4% -$321K 8.59% 2
2025
Q1 		$6.49M Sell
17,302
-460
-3% -$188K 7.76% 3
2024
Q4 		$7.49M Buy
+17,762
New +$7.57M 7.54% 3

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

Chung Wu Investment Group's MSFT Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Microsoft (MSFT) stake by 3.5% in Q1 2026, selling an estimated $242K and leaving 16,174 shares worth $5.99M. The position accounts for 5.16% of the portfolio, ranked #5.

Chung Wu Investment Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.58M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Chung Wu Investment Group held 16,174 shares of Microsoft worth $5.99M as of Q1 2026.
  • Chung Wu Investment Group sold 578 Microsoft shares in Q1 2026, an estimated $242K.
  • Microsoft made up 5.16% of Chung Wu Investment Group's portfolio in Q1 2026, its #5 holding.
  • Chung Wu Investment Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Microsoft position peaked at $8.58M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.