Echo Wealth Management’s Microsoft MSFT Stock Holding History

Echo 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 Q1	$793K	Sell	2,143 -621	-22%	-$260K	0.46%	24
2025 Q4	$1.34M	Sell	2,764 -332	-11%	-$166K	0.78%	24
2025 Q3	$1.6M	Sell	3,096 -50	-2%	-$25.5K	0.94%	21
2025 Q2	$1.56M	Sell	3,146 -288	-8%	-$125K	0.96%	21
2025 Q1	$1.29M	Buy	3,434 +105	+3%	+$42.8K	0.87%	22
2024 Q4	$1.4M	Sell	3,329 -10	-0.3%	-$4.26K	0.97%	24
2024 Q3	$1.39M	Sell	3,339 -110	-3%	-$47K	0.97%	23
2024 Q2	$1.54M	Buy	3,449 +1,161	+51%	+$490K	1.16%	23
2024 Q1	$963K	Buy	+2,288	New	+$926K	0.8%	26
2021 Q2	–	Sell	-872	Closed	-$206K	–	55
2021 Q1	$206K	Sell	872 -100	-10%	-$23.2K	0.26%	56
2020 Q4	$216K	Buy	+972	New	+$209K	0.28%	49

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

Echo Wealth Management's MSFT Position: Q1 2026 in Review

Echo Wealth Management reduced its Microsoft (MSFT) stake by 22% in Q1 2026, selling an estimated $260K and leaving 2,143 shares worth $793K. The position accounts for 0.46% of the portfolio, ranked #24.

Echo Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.6M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Echo Wealth Management held 2,143 shares of Microsoft worth $793K as of Q1 2026.
Echo Wealth Management sold 621 Microsoft shares in Q1 2026, an estimated $260K.
Microsoft made up 0.46% of Echo Wealth Management's portfolio in Q1 2026, its #24 holding.
Echo Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 11 quarters since.
Echo Wealth Management's Microsoft position peaked at $1.6M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.