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Forefront Wealth Management’s Microsoft MSFT Stock Holding History

Forefront 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
2025
Q4 		$10.3M Sell
21,200
-231
-1% -$116K 7.36% 2
2025
Q3 		$11.1M Sell
21,431
-472
-2% -$241K 8.14% 1
2025
Q2 		$10.9M Sell
21,903
-117
-0.5% -$50.8K 8.73% 1
2025
Q1 		$8.27M Sell
22,020
-108
-0.5% -$44K 7.65% 1
2024
Q4 		$9.33M Buy
+22,128
New +$9.43M 8.59% 1
2023
Q3 		$6.88M Buy
21,796
+14
+0.1% +$4.63K 9.65% 1
2023
Q2 		$7.42M Sell
21,782
-110
-0.5% -$34.5K 9.8% 1
2023
Q1 		$6.31M Buy
21,892
+5
+0% +$1.27K 8.25% 2
2022
Q4 		$5.25M Buy
21,887
+101
+0.5% +$24.2K 7.07% 2
2022
Q3 		$5.07M Sell
21,786
-574
-3% -$152K 7.07% 2
2022
Q2 		$5.76M Sell
22,360
-89
-0.4% -$24.2K 7.76% 1
2022
Q1 		$6.92M Buy
22,449
+928
+4% +$279K 6.85% 2
2021
Q4 		$7.24M Buy
+21,521
New +$6.98M 6.91% 3

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Forefront Wealth Management's MSFT Position: Q4 2025 in Review

Forefront Wealth Management reduced its Microsoft (MSFT) stake by 1.1% in Q4 2025, selling an estimated $116K and leaving 21,200 shares worth $10.3M. The position accounts for 7.36% of the portfolio, ranked #2.

Forefront Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 13 quarters since. The position peaked at $11.1M in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Forefront Wealth Management held 21,200 shares of Microsoft worth $10.3M as of Q4 2025.
  • Forefront Wealth Management sold 231 Microsoft shares in Q4 2025, an estimated $116K.
  • Microsoft made up 7.36% of Forefront Wealth Management's portfolio in Q4 2025, its #2 holding.
  • Forefront Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 13 quarters since.
  • Forefront Wealth Management's Microsoft position peaked at $11.1M in Q3 2025.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.