Curry Webb Wealth Management
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Curry Webb Wealth Management’s Microsoft MSFT Stock Holding History

Curry Webb 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
Q3 		$443K Hold
1,186
– – 0.18% 50
2026
Q2 		$443K Buy
1,186
+29
+3% +$11.7K 0.18% 50
2026
Q1 		$428K Sell
1,157
-43
-4% -$18K 0.2% 49
2025
Q4 		$580K Buy
+1,200
New +$601K 0.29% 45

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BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Curry Webb Wealth Management's MSFT Position: Q3 2026 in Review

Curry Webb Wealth Management held its Microsoft (MSFT) position steady in Q3 2026 at 1,186 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #50.

Curry Webb Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. The position peaked at $580K in Q4 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Curry Webb Wealth Management held 1,186 shares of Microsoft worth $443K as of Q3 2026.
  • Curry Webb Wealth Management left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.18% of Curry Webb Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Curry Webb Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • Curry Webb Wealth Management's Microsoft position peaked at $580K in Q4 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.