Financial Network Wealth Advisors’s Microsoft MSFT Stock Holding History

Financial Network Wealth Advisors’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	$1.43M	Sell	3,858 -74	-2%	-$31K	1.46%	9
2025 Q4	$1.9M	Buy	3,932 +131	+3%	+$65.6K	1.98%	9
2025 Q3	$1.97M	Buy	3,801 +10	+0.3%	+$5.1K	2.15%	8
2025 Q2	$1.89M	Buy	3,791 +20	+0.5%	+$8.69K	2.29%	6
2025 Q1	$1.42M	Buy	3,771 +415	+12%	+$169K	1.86%	8
2024 Q4	$1.41M	Sell	3,356 -1,083	-24%	-$461K	2.63%	6
2024 Q3	$1.91M	Sell	4,439 -58	-1%	-$24.8K	1.58%	11
2024 Q2	$2.01M	Buy	4,497 +82	+2%	+$34.6K	1.5%	9
2024 Q1	$1.86M	Buy	4,415 +6	+0.1%	+$2.43K	1.85%	9
2023 Q4	$1.66M	Buy	+4,409	New	+$1.57M	1.77%	11

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

Financial Network Wealth Advisors's MSFT Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Microsoft (MSFT) stake by 1.9% in Q1 2026, selling an estimated $31K and leaving 3,858 shares worth $1.43M. The position accounts for 1.46% of the portfolio, ranked #9.

Financial Network Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.01M in Q2 2024. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Financial Network Wealth Advisors held 3,858 shares of Microsoft worth $1.43M as of Q1 2026.
Financial Network Wealth Advisors sold 74 Microsoft shares in Q1 2026, an estimated $31K.
Microsoft made up 1.46% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Financial Network Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Financial Network Wealth Advisors's Microsoft position peaked at $2.01M in Q2 2024.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.