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FMFE Wealth Management’s Microsoft MSFT Stock Holding History

FMFE 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
2024
Q2 		$1.58M Sell
3,531
-34
-1% -$14.4K 1.47% 6
2024
Q1 		$1.5M Sell
3,565
-35
-1% -$14.2K 1.38% 6
2023
Q4 		$1.35M Buy
+3,600
New +$1.28M 1.33% 6

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FMFE Wealth Management's MSFT Position: Q2 2024 in Review

FMFE Wealth Management reduced its Microsoft (MSFT) stake by 0.95% in Q2 2024, selling an estimated $14.4K and leaving 3,531 shares worth $1.58M. The position accounts for 1.47% of the portfolio, ranked #6.

FMFE Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 3 quarters since. 5,254 funds tracked by Wall St. Rank hold MSFT as of Q2 2024.

  • FMFE Wealth Management held 3,531 shares of Microsoft worth $1.58M as of Q2 2024.
  • FMFE Wealth Management sold 34 Microsoft shares in Q2 2024, an estimated $14.4K.
  • Microsoft made up 1.47% of FMFE Wealth Management's portfolio in Q2 2024, its #6 holding.
  • FMFE Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 3 quarters since.
  • 5,254 funds tracked by Wall St. Rank held Microsoft as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.