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Grand Wealth Management’s Microsoft MSFT Stock Holding History

Grand 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
Q1 		$699K Buy
1,890
+1,168
+162% +$489K 0.33% 23
2025
Q4 		$349K Sell
722
-500
-41% -$251K 0.16% 29
2025
Q3 		$633K Sell
1,222
-26
-2% -$13.3K 0.31% 24
2025
Q2 		$621K Sell
1,248
-92
-7% -$40K 0.32% 23
2025
Q1 		$503K Hold
1,340
– – 0.28% 24
2024
Q4 		$565K Sell
1,340
-16
-1% -$6.82K 0.31% 22
2024
Q3 		$583K Sell
1,356
-73
-5% -$31.2K 0.33% 23
2024
Q2 		$639K Sell
1,429
-1,321
-48% -$558K 0.38% 23
2024
Q1 		$1.16M Sell
2,750
-677
-20% -$274K 0.55% 22
2023
Q4 		$1.29M Buy
3,427
+601
+21% +$214K 0.7% 19
2023
Q3 		$892K Buy
2,826
+634
+29% +$210K 0.55% 21
2023
Q2 		$747K Sell
2,192
-14
-0.6% -$4.39K 0.44% 24
2023
Q1 		$636K Sell
2,206
-18
-0.8% -$4.59K 0.38% 26
2022
Q4 		$533K Sell
2,224
-140
-6% -$33.6K 0.33% 28
2022
Q3 		$551K Buy
2,364
+26
+1% +$6.87K 0.29% 29
2022
Q2 		$600K Sell
2,338
-100
-4% -$27.1K 0.31% 25
2022
Q1 		$752K Sell
2,438
-5
-0.2% -$1.5K 0.35% 23
2021
Q4 		$822K Buy
+2,443
New +$792K 0.37% 22

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grand Wealth Management's MSFT Position: Q1 2026 in Review

Grand Wealth Management increased its Microsoft (MSFT) stake by 162% in Q1 2026, buying an estimated $489K and bringing the position to 1,890 shares worth $699K. The position accounts for 0.33% of the portfolio, ranked #23.

Grand Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2023. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Grand Wealth Management held 1,890 shares of Microsoft worth $699K as of Q1 2026.
  • Grand Wealth Management bought 1,168 Microsoft shares in Q1 2026, an estimated $489K.
  • Microsoft made up 0.33% of Grand Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Grand Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Grand Wealth Management's Microsoft position peaked at $1.29M in Q4 2023.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.