Elite Wealth Management’s Microsoft MSFT Stock Holding History

Elite 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
2018 Q4	–	Sell	-11,900	Closed	-$1.36M	–	49
2018 Q3	$1.36M	Buy	+11,900	New	+$1.29M	0.29%	27
2014 Q4	–	Sell	-467	Closed	-$91K	–	313
2014 Q3	$91K	Sell	467 -7	-1%	-$312	0.08%	92
2014 Q2	$5K	Sell	474 -21	-4%	-$850	0.01%	304
2014 Q1	$29K	Sell	495 -131	-21%	-$4.92K	0.02%	164
2013 Q4	$17K	Sell	626 -497	-44%	-$18.1K	0.01%	297
2013 Q3	$23K	Buy	1,123 +1	+0.1%	+$33	0.02%	229
2013 Q2	$82K	Buy	+1,122	New	+$36.8K	0.12%	85

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

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

Elite Wealth Management reduced its Microsoft (MSFT) stake by 4.2% in Q1 2026, selling an estimated $4.37M and leaving 236,280 shares worth $87.5M. The position accounts for 28.39% of the portfolio, ranked #1.

Elite Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 48 quarters since. The position peaked at $143M in Q2 2024. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Elite Wealth Management held 236,280 shares of Microsoft worth $87.5M as of Q1 2026.
Elite Wealth Management sold 10,454 Microsoft shares in Q1 2026, an estimated $4.37M.
Microsoft made up 28.39% of Elite Wealth Management's portfolio in Q1 2026, its #1 holding.
Elite Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 48 quarters since.
Elite Wealth Management's Microsoft position peaked at $143M in Q2 2024.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.