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Financial Network Wealth Management’s Microsoft MSFT Stock Holding History

Financial Network 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 		$11.4M Sell
30,725
-570
-2% -$239K 3.6% 8
2025
Q4 		$15.1M Sell
31,295
-71
-0.2% -$35.6K 4.65% 7
2025
Q3 		$15.9M Buy
+31,366
New +$16M 4.9% 7
2025
Q1 		$12.5M Sell
33,428
-223
-0.7% -$90.9K 4.43% 7
2024
Q4 		$14.2M Sell
33,651
-258
-0.8% -$110K 5.07% 6
2024
Q3 		$14.6M Buy
33,909
+74
+0.2% +$31.6K 5.23% 6
2024
Q2 		$15.1M Sell
33,835
-62
-0.2% -$26.2K 5.76% 6
2024
Q1 		$13.9M Sell
33,897
-88
-0.3% -$35.6K 6.59% 6
2023
Q4 		$12.8M Sell
33,985
-2,760
-8% -$982K 5.53% 4
2023
Q3 		$11.8M Sell
36,745
-1
-0% -$330 5.77% 3
2023
Q2 		$12.4M Sell
36,746
-639
-2% -$200K 5.75% 3
2023
Q1 		$10.8M Sell
37,385
-216
-0.6% -$55.1K 5.34% 4
2022
Q4 		$9.02M Buy
37,601
+14,596
+63% +$3.5M 4.88% 7
2022
Q3 		$5.36M Buy
23,005
+27
+0.1% +$7.13K 3.34% 11
2022
Q2 		$5.9M Sell
22,978
-646
-3% -$175K 3.53% 11
2022
Q1 		$7.28M Buy
23,624
+201
+0.9% +$60.5K 3.8% 10
2021
Q4 		$7.88M Buy
23,423
+77
+0.3% +$25K 3.99% 10
2021
Q3 		$6.58M Buy
23,346
+29
+0.1% +$8.44K 3.76% 11
2021
Q2 		$6.32M Sell
23,317
-16
-0.1% -$4.07K 3.71% 11
2021
Q1 		$5.5M Buy
23,333
+10,629
+84% +$2.47M 3.59% 11
2020
Q4 		$2.83M Buy
+12,704
New +$2.73M 2.22% 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

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

Financial Network Wealth Management reduced its Microsoft (MSFT) stake by 1.8% in Q1 2026, selling an estimated $239K and leaving 30,725 shares worth $11.4M. The position accounts for 3.6% of the portfolio, ranked #8.

Financial Network Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.9M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Financial Network Wealth Management held 30,725 shares of Microsoft worth $11.4M as of Q1 2026.
  • Financial Network Wealth Management sold 570 Microsoft shares in Q1 2026, an estimated $239K.
  • Microsoft made up 3.6% of Financial Network Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Financial Network Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • Financial Network Wealth Management's Microsoft position peaked at $15.9M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.