Hobbs Wealth Management’s Microsoft MSFT Stock Holding History

Hobbs 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	–	Sell	-3,433	Closed	-$1.78M	–	47
2025 Q3	$1.78M	Buy	3,433 +402	+13%	+$205K	1.49%	15
2025 Q2	$1.51M	Buy	3,031 +926	+44%	+$402K	1.44%	16
2025 Q1	$790K	Sell	2,105 -819	-28%	-$334K	0.88%	19
2024 Q4	$1.23M	Buy	+2,924	New	+$1.25M	1.41%	14

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Hobbs Wealth Management sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 3,433 shares — an estimated $1.78M sold.

Hobbs Wealth Management first reported a position in MSFT in Q4 2024 and held it in 4 quarters. The position peaked at $1.78M in Q3 2025. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Hobbs Wealth Management reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
Hobbs Wealth Management sold 3,433 Microsoft shares in Q4 2025, an estimated $1.78M.
Hobbs Wealth Management first reported a position in Microsoft in Q4 2024 and held it in 4 quarters.
Hobbs Wealth Management's Microsoft position peaked at $1.78M in Q3 2025.
6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Hobbs Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.