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FLP Wealth Management’s Microsoft MSFT Stock Holding History

FLP 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 		– Sell
-471
Closed -$228K – 64
2025
Q4 		$228K Sell
471
-3
-0.6% -$1.5K 0.54% 53
2025
Q3 		$245K Buy
474
+19
+4% +$9.69K 0.69% 48
2025
Q2 		$226K Buy
+455
New +$198K 0.64% 52
2025
Q1 		– Sell
-423
Closed -$178K – 314
2024
Q4 		$178K Buy
+423
New +$180K 0.46% 55

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

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

FLP Wealth Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 471 shares — an estimated $228K sold.

FLP Wealth Management first reported a position in MSFT in Q4 2024 and held it in 4 quarters. The position peaked at $245K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • FLP Wealth Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • FLP Wealth Management sold 471 Microsoft shares in Q1 2026, an estimated $228K.
  • FLP Wealth Management first reported a position in Microsoft in Q4 2024 and held it in 4 quarters.
  • FLP Wealth Management's Microsoft position peaked at $245K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.