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Left Brain Wealth Management’s Microsoft MSFT Stock Holding History

Left Brain 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 		– Sell
-12,045
Closed -$5.83M – 91
2025
Q4 		$5.83M Sell
12,045
-186
-2% -$93.2K 2.02% 17
2025
Q3 		$6.34M Buy
12,231
+76
+0.6% +$38.8K 1.99% 16
2025
Q2 		$6.05M Buy
12,155
+220
+2% +$95.5K 2.13% 18
2025
Q1 		$4.48M Sell
11,935
-48
-0.4% -$19.6K 1.96% 19
2024
Q4 		$5.05M Buy
11,983
+164
+1% +$69.9K 1.91% 17
2024
Q3 		$5.09M Buy
11,819
+318
+3% +$136K 2.37% 10
2024
Q2 		$5.14M Buy
11,501
+251
+2% +$106K 2.4% 12
2024
Q1 		$4.73M Buy
11,250
+465
+4% +$188K 2.29% 13
2023
Q4 		$4.06M Buy
10,785
+265
+3% +$94.3K 2.34% 12
2023
Q3 		$3.32M Buy
10,520
+369
+4% +$122K 2.07% 14
2023
Q2 		$3.46M Buy
10,151
+1,725
+20% +$541K 2.11% 15
2023
Q1 		$2.59M Buy
8,426
+335
+4% +$85.5K 1.76% 20
2022
Q4 		$1.94M Buy
+8,091
New +$1.94M 1.45% 24

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

Left Brain Wealth Management's MSFT Position: Q1 2026 in Review

Left Brain Wealth Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 12,045 shares — an estimated $5.83M sold.

Left Brain Wealth Management first reported a position in MSFT in Q4 2022 and held it in 13 quarters. The position peaked at $6.34M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Left Brain Wealth Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Left Brain Wealth Management sold 12,045 Microsoft shares in Q1 2026, an estimated $5.83M.
  • Left Brain Wealth Management first reported a position in Microsoft in Q4 2022 and held it in 13 quarters.
  • Left Brain Wealth Management's Microsoft position peaked at $6.34M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.