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Hurlow Wealth Management Group’s Microsoft MSFT Stock Holding History

Hurlow Wealth Management Group’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 		$1.42M Sell
3,830
-7
-0.2% -$2.93K 0.34% 34
2025
Q4 		$1.86M Sell
3,837
-173
-4% -$86.7K 0.45% 28
2025
Q3 		$2.08M Sell
4,010
-19,853
-83% -$10.1M 0.54% 27
2025
Q2 		$11.9M Sell
23,863
-124
-0.5% -$53.8K 3.35% 8
2025
Q1 		$9M Sell
23,987
-20
-0.1% -$8.15K 2.81% 10
2024
Q4 		$10.1M Sell
24,007
-2,496
-9% -$1.06M 3.16% 8
2024
Q3 		$11.4M Buy
26,503
+70
+0.3% +$29.9K 3.56% 8
2024
Q2 		$11.8M Sell
26,433
-215
-0.8% -$90.8K 4.06% 8
2024
Q1 		$11.2M Buy
26,648
+1
+0% +$405 3.96% 8
2023
Q4 		$10M Buy
26,647
+258
+1% +$91.8K 3.79% 8
2023
Q3 		$8.33M Buy
26,389
+120
+0.5% +$39.7K 3.63% 8
2023
Q2 		$8.95M Buy
26,269
+10
+0% +$3.13K 3.82% 8
2023
Q1 		$7.57M Buy
26,259
+7
+0% +$1.79K 3.5% 8
2022
Q4 		$6.3M Buy
26,252
+174
+0.7% +$41.8K 3.28% 8
2022
Q3 		$6.07M Hold
26,078
– – 3.54% 8
2022
Q2 		$6.7M Buy
26,078
+376
+1% +$102K 3.86% 8
2022
Q1 		$7.92M Sell
25,702
-928
-3% -$279K 4.86% 6
2021
Q4 		$6.18M Sell
26,630
-141
-0.5% -$45.7K 4.85% 6
2021
Q3 		$7.55M Hold
26,771
– – 4.49% 7
2021
Q2 		$7.25M Sell
26,771
-95
-0.4% -$24.1K 4.77% 6
2021
Q1 		$6.33M Buy
26,866
+655
+2% +$152K 4.57% 6
2020
Q4 		$5.83M Sell
26,211
-235
-0.9% -$50.5K 4.58% 6
2020
Q3 		$5.56M Sell
26,446
-1,077
-4% -$226K 5.1% 6
2020
Q2 		$5.7M Sell
27,523
-327
-1% -$59.4K 5.5% 6
2020
Q1 		$4.79M Buy
27,850
+17
+0.1% +$2.8K 5.13% 6
2019
Q4 		$4.54M Sell
27,833
-210
-0.7% -$30.9K 4.44% 7
2019
Q3 		$3.91M Buy
28,043
+2
+0% +$275 4.16% 7
2019
Q2 		$3.86M Sell
28,041
-98
-0.3% -$12.4K 4.05% 6
2019
Q1 		$3.67M Buy
28,139
+2
+0% +$218 3.94% 6
2018
Q4 		$2.96M Buy
+28,137
New +$3.01M 3.57% 9

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

Hurlow Wealth Management Group's MSFT Position: Q1 2026 in Review

Hurlow Wealth Management Group reduced its Microsoft (MSFT) stake by 0.18% in Q1 2026, selling an estimated $2.93K and leaving 3,830 shares worth $1.42M. The position accounts for 0.34% of the portfolio, ranked #34.

Hurlow Wealth Management Group first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.9M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hurlow Wealth Management Group held 3,830 shares of Microsoft worth $1.42M as of Q1 2026.
  • Hurlow Wealth Management Group sold 7 Microsoft shares in Q1 2026, an estimated $2.93K.
  • Microsoft made up 0.34% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #34 holding.
  • Hurlow Wealth Management Group first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Microsoft position peaked at $11.9M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.