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M Wealth Management LLC’s Microsoft MSFT Stock Holding History

M Wealth Management LLC’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 		$329K Buy
888
+200
+29% +$83.7K 0.28% 45
2025
Q4 		$333K Hold
688
– – 0.29% 39
2025
Q3 		$356K Hold
688
– – 0.31% 35
2025
Q2 		$342K Buy
+688
New +$299K 0.32% 32

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

M Wealth Management LLC's MSFT Position: Q1 2026 in Review

M Wealth Management LLC increased its Microsoft (MSFT) stake by 29% in Q1 2026, buying an estimated $83.7K and bringing the position to 888 shares worth $329K. The position accounts for 0.28% of the portfolio, ranked #45.

M Wealth Management LLC first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $356K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • M Wealth Management LLC held 888 shares of Microsoft worth $329K as of Q1 2026.
  • M Wealth Management LLC bought 200 Microsoft shares in Q1 2026, an estimated $83.7K.
  • Microsoft made up 0.28% of M Wealth Management LLC's portfolio in Q1 2026, its #45 holding.
  • M Wealth Management LLC first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • M Wealth Management LLC's Microsoft position peaked at $356K in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.