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Level Wealth Management’s Microsoft MSFT Stock Holding History

Level 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 		$2.03M Sell
5,471
-2
-0% -$837 0.95% 16
2025
Q4 		$2.65M Sell
5,473
-235
-4% -$118K 1.35% 12
2025
Q3 		$2.96M Hold
5,708
– – 1.56% 11
2025
Q2 		$2.84M Sell
5,708
-56
-1% -$24.3K 1.65% 11
2025
Q1 		$2.16M Buy
5,764
+11
+0.2% +$4.49K 1.42% 8
2024
Q4 		$2.42M Buy
+5,753
New +$2.45M 1.71% 8

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

Level Wealth Management's MSFT Position: Q1 2026 in Review

Level Wealth Management reduced its Microsoft (MSFT) stake by 0.04% in Q1 2026, selling an estimated $837 and leaving 5,471 shares worth $2.03M. The position accounts for 0.95% of the portfolio, ranked #16.

Level Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.96M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Level Wealth Management held 5,471 shares of Microsoft worth $2.03M as of Q1 2026.
  • Level Wealth Management sold 2 Microsoft shares in Q1 2026, an estimated $837.
  • Microsoft made up 0.95% of Level Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Level Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Level Wealth Management's Microsoft position peaked at $2.96M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.