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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
2014
Q4 		– Sell
-232
Closed -$1K – 314
2014
Q3 		$1K Buy
232
+2
+0.9% +$89 ﹤0.01% 588
2014
Q2 		$1K Buy
+230
New +$9.31K ﹤0.01% 424
2014
Q1 		– Sell
-262
Closed -$13K – 550
2013
Q4 		$13K Buy
+262
New +$9.52K 0.01% 330

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

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.