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FSC Wealth Advisors’s Microsoft MSFT Stock Holding History

FSC 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 		– Sell
-819
Closed -$396K – 21
2025
Q4 		$396K Sell
819
-2,946
-78% -$1.48M 0.64% 25
2025
Q3 		$1.95M Sell
3,765
-21
-0.6% -$10.7K 1.13% 26
2025
Q2 		$1.88M Sell
3,786
-6
-0.2% -$2.61K 1.19% 25
2025
Q1 		$1.42M Buy
3,792
+68
+2% +$27.7K 0.93% 25
2024
Q4 		$1.57M Sell
3,724
-32
-0.9% -$13.6K 1.01% 23
2024
Q3 		$1.62M Buy
3,756
+113
+3% +$48.3K 1.16% 22
2024
Q2 		$1.63M Buy
3,643
+3
+0.1% +$1.27K 1.2% 17
2024
Q1 		$1.53M Sell
3,640
-41
-1% -$16.6K 1.08% 19
2023
Q4 		$1.38M Buy
3,681
+17
+0.5% +$6.05K 1.01% 20
2023
Q3 		$1.16M Buy
3,664
+2
+0.1% +$661 1.2% 12
2023
Q2 		$1.25M Buy
3,662
+2
+0.1% +$627 1.12% 13
2023
Q1 		$1.06M Sell
3,660
-98
-3% -$25K 1.67% 5
2022
Q4 		$901K Buy
3,758
+616
+20% +$148K 1.54% 6
2022
Q3 		$732K Buy
3,142
+136
+5% +$35.9K 7.05% 2
2022
Q2 		$772K Buy
3,006
+325
+12% +$88.2K 6.84% 3
2022
Q1 		$827K Buy
2,681
+1
+0% +$301 0.78% 13
2021
Q4 		$902K Buy
+2,680
New +$869K 0.61% 18

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

FSC Wealth Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 819 shares — an estimated $396K sold.

FSC Wealth Advisors first reported a position in MSFT in Q4 2021 and held it in 17 quarters. The position peaked at $1.95M in Q3 2025. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • FSC Wealth Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • FSC Wealth Advisors sold 819 Microsoft shares in Q1 2026, an estimated $396K.
  • FSC Wealth Advisors first reported a position in Microsoft in Q4 2021 and held it in 17 quarters.
  • FSC Wealth Advisors's Microsoft position peaked at $1.95M in Q3 2025.
  • 6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on FSC Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.