Householder Group Estate & Retirement Specialist’s Microsoft MSFT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$2.12M	Sell	5,019 -5,334	-52%	-$2.27M	1.58%	13
2024 Q3	$4.46M	Sell	10,353 -3,066	-23%	-$1.31M	1.3%	15
2024 Q2	$6M	Buy	13,419 +926	+7%	+$391K	1.68%	10
2024 Q1	$5.26M	Buy	12,493 +479	+4%	+$194K	1.56%	10
2023 Q4	$4.52M	Buy	12,014 +2,552	+27%	+$908K	1.49%	10
2023 Q3	$2.99M	Buy	+9,462	New	+$3.13M	1.08%	15
2023 Q1	$2.42M	Buy	+8,405	New	+$2.14M	0.93%	18
2022 Q4	–	Sell	-7,934	Closed	-$1.85M	–	814
2022 Q3	$1.85M	Buy	7,934 +344	+5%	+$90.8K	0.76%	22
2022 Q2	$1.95M	Sell	7,590 -124	-2%	-$33.7K	0.87%	22
2022 Q1	$2.38M	Buy	7,714 +430	+6%	+$129K	0.96%	22
2021 Q4	$2.45M	Buy	+7,284	New	+$2.36M	0.91%	23

Other funds holding MSFT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MSFT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Microsoft (MSFT) stake by 52% in Q4 2024, selling an estimated $2.27M and leaving 5,019 shares worth $2.12M. The position accounts for 1.58% of the portfolio, ranked #13.

Householder Group Estate & Retirement Specialist first reported a position in MSFT in Q4 2021 and has held it in 11 quarters since. The position peaked at $6M in Q2 2024. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 5,019 shares of Microsoft worth $2.12M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 5,334 Microsoft shares in Q4 2024, an estimated $2.27M.
Microsoft made up 1.58% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #13 holding.
Householder Group Estate & Retirement Specialist first reported a position in Microsoft in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Microsoft position peaked at $6M in Q2 2024.
5,860 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.