FMA Wealth Management’s Microsoft MSFT Stock Holding History

FMA 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 Q3	$534K	Hold	1,042	–	–	0.34%	29
2026 Q2	$389K	Hold	1,042	–	–	0.25%	29
2026 Q1	$386K	Sell	1,042 -10	-1%	-$4.18K	0.26%	31
2025 Q4	$509K	Sell	1,052 -16	-1%	-$8.02K	0.33%	28
2025 Q3	$553K	Sell	1,068 -20	-2%	-$10.2K	0.38%	28
2025 Q2	$541K	Hold	1,088	–	–	0.4%	26
2025 Q1	$432K	Sell	1,088 -25	-2%	-$10.2K	0.33%	28
2024 Q4	$469K	Hold	1,113	–	–	0.35%	29
2024 Q3	$479K	Sell	1,113 -100	-8%	-$42.7K	0.35%	29
2024 Q2	$542K	Sell	1,213 -72	-6%	-$30.4K	0.44%	30
2024 Q1	$540K	Hold	1,285	–	–	0.45%	29
2023 Q4	$483K	Buy	+1,285	New	+$457K	0.44%	28

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

FMA Wealth Management's MSFT Position: Q3 2026 in Review

FMA Wealth Management held its Microsoft (MSFT) position steady in Q3 2026 at 1,042 shares worth $534K. The position accounts for 0.34% of the portfolio, ranked #29.

FMA Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $553K in Q3 2025. 1,856 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

FMA Wealth Management held 1,042 shares of Microsoft worth $534K as of Q3 2026.
FMA Wealth Management left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 0.34% of FMA Wealth Management's portfolio in Q3 2026, its #29 holding.
FMA Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
FMA Wealth Management's Microsoft position peaked at $553K in Q3 2025.
1,856 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.