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Consilium Wealth Advisory’s Microsoft MSFT Stock Holding History

Consilium Wealth Advisory’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 		$6.14M Buy
16,576
+733
+5% +$307K 2.09% 13
2025
Q4 		$7.66M Buy
15,843
+95
+0.6% +$47.6K 2.83% 11
2025
Q3 		$8.16M Buy
15,748
+762
+5% +$389K 3.15% 9
2025
Q2 		$7.45M Sell
14,986
-35
-0.2% -$15.2K 3.14% 9
2025
Q1 		$5.64M Sell
15,021
-113
-0.7% -$46.1K 2.83% 11
2024
Q4 		$6.38M Sell
15,134
-117
-0.8% -$49.8K 3.04% 8
2024
Q3 		$6.56M Buy
15,251
+422
+3% +$180K 3.58% 7
2024
Q2 		$6.63M Buy
14,829
+327
+2% +$138K 3.62% 7
2024
Q1 		$6.1M Buy
14,502
+409
+3% +$166K 3.43% 8
2023
Q4 		$5.3M Buy
14,093
+796
+6% +$283K 3.19% 10
2023
Q3 		$4.2M Buy
13,297
+482
+4% +$159K 2.94% 9
2023
Q2 		$4.36M Buy
12,815
+1,986
+18% +$622K 3.02% 9
2023
Q1 		$3.12M Sell
10,829
-92
-0.8% -$23.5K 2.66% 12
2022
Q4 		$2.62M Sell
10,921
-1,699
-13% -$408K 2.23% 13
2022
Q3 		$2.94M Buy
12,620
+816
+7% +$215K 3.28% 8
2022
Q2 		$3.03M Buy
11,804
+883
+8% +$240K 3.26% 8
2022
Q1 		$3.37M Sell
10,921
-527
-5% -$159K 2.41% 11
2021
Q4 		$3.85M Buy
+11,448
New +$3.71M 2.49% 10

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

Consilium Wealth Advisory's MSFT Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Microsoft (MSFT) stake by 4.6% in Q1 2026, buying an estimated $307K and bringing the position to 16,576 shares worth $6.14M. The position accounts for 2.09% of the portfolio, ranked #13.

Consilium Wealth Advisory first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.16M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Consilium Wealth Advisory held 16,576 shares of Microsoft worth $6.14M as of Q1 2026.
  • Consilium Wealth Advisory bought 733 Microsoft shares in Q1 2026, an estimated $307K.
  • Microsoft made up 2.09% of Consilium Wealth Advisory's portfolio in Q1 2026, its #13 holding.
  • Consilium Wealth Advisory first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Consilium Wealth Advisory's Microsoft position peaked at $8.16M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.