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Finer Wealth Management’s Microsoft MSFT Stock Holding History

Finer 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 		$11.9M Sell
32,159
-263
-0.8% -$110K 5.97% 4
2025
Q4 		$15.7M Buy
32,422
+2,834
+10% +$1.42M 7.59% 2
2025
Q3 		$15.3M Buy
29,588
+79
+0.3% +$40.3K 7.64% 3
2025
Q2 		$14.7M Sell
29,509
-127
-0.4% -$55.2K 7.85% 1
2025
Q1 		$11.1M Buy
29,636
+174
+0.6% +$70.9K 6.67% 3
2024
Q4 		$12.4M Buy
29,462
+662
+2% +$282K 7.12% 2
2024
Q3 		$12.4M Buy
28,800
+733
+3% +$313K 7.65% 3
2024
Q2 		$12.5M Buy
28,067
+201
+0.7% +$84.9K 8.09% 3
2024
Q1 		$11.7M Buy
27,866
+393
+1% +$159K 7.7% 2
2023
Q4 		$10.3M Buy
27,473
+260
+1% +$92.5K 7.7% 2
2023
Q3 		$8.59M Buy
27,213
+631
+2% +$209K 6.87% 3
2023
Q2 		$9.05M Sell
26,582
-344
-1% -$108K 7.07% 2
2023
Q1 		$7.76M Buy
26,926
+1,882
+8% +$480K 6.56% 2
2022
Q4 		$6.01M Sell
25,044
-641
-2% -$154K 5.62% 3
2022
Q3 		$5.98M Sell
25,685
-28
-0.1% -$7.39K 5.89% 3
2022
Q2 		$6.6M Sell
25,713
-875
-3% -$237K 6.03% 2
2022
Q1 		$8.2M Buy
26,588
+547
+2% +$165K 6.69% 2
2021
Q4 		$8.76M Buy
+26,041
New +$8.44M 7.27% 2

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

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

Finer Wealth Management reduced its Microsoft (MSFT) stake by 0.81% in Q1 2026, selling an estimated $110K and leaving 32,159 shares worth $11.9M. The position accounts for 5.97% of the portfolio, ranked #4.

Finer Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.7M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Finer Wealth Management held 32,159 shares of Microsoft worth $11.9M as of Q1 2026.
  • Finer Wealth Management sold 263 Microsoft shares in Q1 2026, an estimated $110K.
  • Microsoft made up 5.97% of Finer Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Finer Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Microsoft position peaked at $15.7M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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