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Flagship Wealth Advisors’s Microsoft MSFT Stock Holding History

Flagship 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 		$1.58M Sell
3,176
-2,173
-41% -$909K 0.68% 31
2025
Q4 		$2.59M Buy
5,349
+1,475
+38% +$739K 0.75% 33
2025
Q3 		$2.01M Sell
3,874
-227
-6% -$116K 0.66% 32
2025
Q2 		$2.04M Buy
4,101
+72
+2% +$31.3K 0.77% 31
2025
Q1 		$1.51M Buy
4,029
+999
+33% +$407K 0.64% 33
2024
Q4 		$1.28M Buy
+3,030
New +$1.29M 0.75% 24

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

Flagship Wealth Advisors's MSFT Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Microsoft (MSFT) stake by 41% in Q1 2026, selling an estimated $909K and leaving 3,176 shares worth $1.58M. The position accounts for 0.68% of the portfolio, ranked #31.

Flagship Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.59M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Flagship Wealth Advisors held 3,176 shares of Microsoft worth $1.58M as of Q1 2026.
  • Flagship Wealth Advisors sold 2,173 Microsoft shares in Q1 2026, an estimated $909K.
  • Microsoft made up 0.68% of Flagship Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Flagship Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Microsoft position peaked at $2.59M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.