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EPG Wealth Management’s Microsoft MSFT Stock Holding History

EPG 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 		$8.05M Buy
21,753
+5,968
+38% +$2.5M 2.18% 9
2025
Q4 		$7.63M Sell
15,785
-41
-0.3% -$20.5K 2.05% 9
2025
Q3 		$8.2M Buy
15,826
+57
+0.4% +$29.1K 2.26% 7
2025
Q2 		$7.84M Sell
15,769
-5,026
-24% -$2.18M 2.36% 8
2025
Q1 		$7.81M Buy
20,795
+397
+2% +$162K 2.17% 7
2024
Q4 		$8.6M Sell
20,398
-481
-2% -$205K 2.27% 7
2024
Q3 		$8.98M Buy
+20,879
New +$8.93M 2.27% 8
2024
Q2 		– Sell
-21,471
Closed -$9.07M – 8
2024
Q1 		$9.03M Buy
21,471
+11
+0.1% +$4.45K 2.21% 8
2023
Q4 		$8.72M Buy
21,460
+70
+0.3% +$24.9K 2.29% 8
2023
Q3 		$6.75M Buy
21,390
+418
+2% +$138K 2.04% 8
2023
Q2 		$7.14M Buy
20,972
+492
+2% +$154K 2.11% 8
2023
Q1 		$5.9M Buy
20,480
+2,164
+12% +$552K 1.86% 8
2022
Q4 		$4.39M Sell
18,316
-181
-1% -$43.4K 1.67% 10
2022
Q3 		$4.31M Sell
18,497
-85
-0.5% -$22.4K 1.77% 10
2022
Q2 		$4.77M Sell
18,582
-1,447
-7% -$393K 2.04% 8
2022
Q1 		$6.17M Buy
20,029
+1,019
+5% +$307K 2.14% 8
2021
Q4 		$6.39M Buy
19,010
+1,797
+10% +$583K 2.25% 8
2021
Q3 		$4.85M Buy
17,213
+492
+3% +$143K 1.95% 8
2021
Q2 		$4.53M Buy
16,721
+992
+6% +$252K 1.92% 9
2021
Q1 		$3.71M Buy
15,729
+192
+1% +$44.5K 1.8% 10
2020
Q4 		$3.46M Buy
15,537
+298
+2% +$64.1K 2.07% 8
2020
Q3 		$3.21M Buy
15,239
+50
+0.3% +$10.5K 2.37% 7
2020
Q2 		$3.09M Sell
15,189
-664
-4% -$121K 2.19% 7
2020
Q1 		$2.5M Buy
15,853
+1,735
+12% +$285K 1.84% 8
2019
Q4 		$2.23M Buy
+14,118
New +$2.07M 1.63% 15

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

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

EPG Wealth Management increased its Microsoft (MSFT) stake by 38% in Q1 2026, buying an estimated $2.5M and bringing the position to 21,753 shares worth $8.05M. The position accounts for 2.18% of the portfolio, ranked #9.

EPG Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $9.03M in Q1 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • EPG Wealth Management held 21,753 shares of Microsoft worth $8.05M as of Q1 2026.
  • EPG Wealth Management bought 5,968 Microsoft shares in Q1 2026, an estimated $2.5M.
  • Microsoft made up 2.18% of EPG Wealth Management's portfolio in Q1 2026, its #9 holding.
  • EPG Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Microsoft position peaked at $9.03M in Q1 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.