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GGM Wealth Advisors’s Microsoft MSFT Stock Holding History

GGM 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
2025
Q1 		$2.95M Sell
7,543
-50
-0.7% -$20.4K 1.64% 15
2024
Q4 		$3.2M Sell
7,593
-6,038
-44% -$2.57M 1.67% 16
2024
Q3 		$5.87M Sell
13,631
-3
-0% -$1.28K 2.53% 8
2024
Q2 		$6.09M Sell
13,634
-907
-6% -$383K 2.79% 7
2024
Q1 		$6.2M Sell
14,541
-4,433
-23% -$1.79M 2.89% 6
2023
Q4 		$7.66M Buy
18,974
+2,672
+16% +$951K 3.17% 8
2023
Q3 		$5.15M Sell
16,302
-53
-0.3% -$17.5K 2.23% 15
2023
Q2 		$5.44M Buy
16,355
+5
+0% +$1.57K 2.2% 14
2023
Q1 		$4.71M Sell
16,350
-104
-0.6% -$26.5K 2.69% 14
2022
Q4 		$3.7M Sell
16,454
-1,754
-10% -$421K 1.91% 15
2022
Q3 		$4.56M Buy
18,208
+1,526
+9% +$403K 2.47% 13
2022
Q2 		$4.23M Sell
16,682
-113
-0.7% -$30.7K 2.36% 14
2022
Q1 		$4.79M Buy
16,795
+8,879
+112% +$2.67M 2.4% 12
2021
Q4 		$2.49M Sell
7,916
-87
-1% -$28.2K 1.98% 10
2021
Q3 		$2.47M Sell
8,003
-51
-0.6% -$14.8K 1.96% 11
2021
Q2 		$2.26M Sell
8,054
-71
-0.9% -$18K 1.92% 12
2021
Q1 		$2.05M Sell
8,125
-26
-0.3% -$6.03K 1.63% 15
2020
Q4 		$1.76M Buy
+8,151
New +$1.75M 1.74% 13

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GGM Wealth Advisors's MSFT Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Microsoft (MSFT) stake by 0.66% in Q1 2025, selling an estimated $20.4K and leaving 7,543 shares worth $2.95M. The position accounts for 1.64% of the portfolio, ranked #15.

GGM Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 18 quarters since. The position peaked at $7.66M in Q4 2023. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • GGM Wealth Advisors held 7,543 shares of Microsoft worth $2.95M as of Q1 2025.
  • GGM Wealth Advisors sold 50 Microsoft shares in Q1 2025, an estimated $20.4K.
  • Microsoft made up 1.64% of GGM Wealth Advisors's portfolio in Q1 2025, its #15 holding.
  • GGM Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 18 quarters since.
  • GGM Wealth Advisors's Microsoft position peaked at $7.66M in Q4 2023.
  • 5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.