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Guardian Wealth Advisors (North Carolina)’s Microsoft MSFT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$15.2M Sell
40,944
-812
-2% -$340K 0.95% 21
2025
Q4 		$20.2M Buy
41,756
+322
+0.8% +$161K 1.25% 18
2025
Q3 		$21.5M Buy
41,434
+378
+0.9% +$193K 1.39% 16
2025
Q2 		$20.4M Buy
41,056
+1,733
+4% +$753K 1.44% 15
2025
Q1 		$14.8M Buy
39,323
+1,053
+3% +$429K 1.18% 18
2024
Q4 		$16.1M Buy
38,270
+4,003
+12% +$1.71M 1.27% 18
2024
Q3 		$14.7M Sell
34,267
-231
-0.7% -$98.7K 1.56% 14
2024
Q2 		$15.4M Sell
34,498
-25
-0.1% -$10.6K 1.8% 13
2024
Q1 		$14.5M Sell
34,523
-282
-0.8% -$114K 1.78% 12
2023
Q4 		$13.1M Sell
34,805
-515
-1% -$183K 1.99% 11
2023
Q3 		$11.2M Sell
35,320
-1,616
-4% -$534K 1.9% 12
2023
Q2 		$12.6M Buy
36,936
+2,426
+7% +$760K 2.15% 11
2023
Q1 		$9.95M Buy
34,510
+1,917
+6% +$489K 1.75% 12
2022
Q4 		$7.82M Buy
32,593
+1,282
+4% +$308K 1.5% 15
2022
Q3 		$7.29M Buy
31,311
+220
+0.7% +$58.1K 1.36% 14
2022
Q2 		$7.99M Buy
31,091
+8,502
+38% +$2.31M 1.46% 12
2022
Q1 		$6.96M Sell
22,589
-834
-4% -$251K 3% 7
2021
Q4 		$7.88M Buy
+23,423
New +$7.59M 3.39% 5

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

Guardian Wealth Advisors (North Carolina)'s MSFT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Microsoft (MSFT) stake by 1.9% in Q1 2026, selling an estimated $340K and leaving 40,944 shares worth $15.2M. The position accounts for 0.95% of the portfolio, ranked #21.

Guardian Wealth Advisors (North Carolina) first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.5M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 40,944 shares of Microsoft worth $15.2M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 812 Microsoft shares in Q1 2026, an estimated $340K.
  • Microsoft made up 0.95% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #21 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Microsoft position peaked at $21.5M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.