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Comprehensive Money Management Services’s Microsoft MSFT Stock Holding History

Comprehensive Money Management Services’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 		$596K Buy
1,610
+15
+0.9% +$6.28K 0.39% 89
2025
Q4 		$771K Hold
1,595
– – 0.53% 65
2025
Q3 		$826K Hold
1,595
– – 0.58% 55
2025
Q2 		$793K Sell
1,595
-60
-4% -$26.1K 0.6% 57
2025
Q1 		$621K Buy
1,655
+60
+4% +$24.5K 0.5% 71
2024
Q4 		$672K Buy
+1,595
New +$679K 0.55% 61

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

Comprehensive Money Management Services's MSFT Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Microsoft (MSFT) stake by 0.94% in Q1 2026, buying an estimated $6.28K and bringing the position to 1,610 shares worth $596K. The position accounts for 0.39% of the portfolio, ranked #89.

Comprehensive Money Management Services first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $826K in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Comprehensive Money Management Services held 1,610 shares of Microsoft worth $596K as of Q1 2026.
  • Comprehensive Money Management Services bought 15 Microsoft shares in Q1 2026, an estimated $6.28K.
  • Microsoft made up 0.39% of Comprehensive Money Management Services's portfolio in Q1 2026, its #89 holding.
  • Comprehensive Money Management Services first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Money Management Services's Microsoft position peaked at $826K in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.