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Elyxium Wealth’s Microsoft MSFT Stock Holding History

Elyxium Wealth’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 		$7.69M Sell
20,768
-2,404
-10% -$1.01M 2.47% 6
2025
Q4 		$11.2M Sell
23,172
-157
-0.7% -$78.7K 3.11% 5
2025
Q3 		$12.1M Sell
23,329
-140
-0.6% -$71.4K 4.21% 3
2025
Q2 		$11.7M Buy
23,469
+1,793
+8% +$779K 4.38% 3
2025
Q1 		$8.14M Buy
21,676
+10,532
+95% +$4.29M 3.6% 3
2024
Q4 		$4.7M Sell
11,144
-6,620
-37% -$2.82M 2.86% 9
2024
Q3 		$7.64M Buy
+17,764
New +$7.59M 4.21% 3

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

Elyxium Wealth's MSFT Position: Q1 2026 in Review

Elyxium Wealth reduced its Microsoft (MSFT) stake by 10% in Q1 2026, selling an estimated $1.01M and leaving 20,768 shares worth $7.69M. The position accounts for 2.47% of the portfolio, ranked #6.

Elyxium Wealth first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.1M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Elyxium Wealth held 20,768 shares of Microsoft worth $7.69M as of Q1 2026.
  • Elyxium Wealth sold 2,404 Microsoft shares in Q1 2026, an estimated $1.01M.
  • Microsoft made up 2.47% of Elyxium Wealth's portfolio in Q1 2026, its #6 holding.
  • Elyxium Wealth first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Elyxium Wealth's Microsoft position peaked at $12.1M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.