M Wealth Management LLC
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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
Q3 		$455K Hold
888
– – 0.35% 42
2026
Q2 		$331K Hold
888
– – 0.26% 47
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

M Wealth Management LLC's MSFT Position: Q3 2026 in Review

M Wealth Management LLC held its Microsoft (MSFT) position steady in Q3 2026 at 888 shares worth $455K. The position accounts for 0.35% of the portfolio, ranked #42.

M Wealth Management LLC first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • M Wealth Management LLC held 888 shares of Microsoft worth $455K as of Q3 2026.
  • M Wealth Management LLC left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.35% of M Wealth Management LLC's portfolio in Q3 2026, its #42 holding.
  • M Wealth Management LLC first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.