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Marks Group Wealth Management’s Microsoft MSFT Stock Holding History

Marks Group 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 		$14.1M Sell
38,065
-1,508
-4% -$631K 1.36% 9
2025
Q4 		$19.1M Buy
39,573
+9,711
+33% +$4.87M 1.83% 4
2025
Q3 		$15.5M Sell
29,862
-2,203
-7% -$1.12M 1.44% 8
2025
Q2 		$15.9M Sell
32,065
-445
-1% -$193K 1.48% 8
2025
Q1 		$12.2M Buy
32,510
+451
+1% +$184K 1.17% 12
2024
Q4 		$13.5M Buy
32,059
+678
+2% +$289K 1.33% 9
2024
Q3 		$13.5M Buy
31,381
+762
+2% +$326K 1.29% 9
2024
Q2 		$13.7M Buy
30,619
+144
+0.5% +$60.8K 1.44% 8
2024
Q1 		$12.8M Buy
30,475
+370
+1% +$150K 1.34% 9
2023
Q4 		$11.3M Buy
30,105
+1,587
+6% +$565K 1.29% 9
2023
Q3 		$9M Sell
28,518
-113
-0.4% -$37.3K 1.11% 9
2023
Q2 		$9.75M Sell
28,631
-45
-0.2% -$14.1K 1.16% 9
2023
Q1 		$8.27M Buy
28,676
+6,279
+28% +$1.6M 1.06% 11
2022
Q4 		$5.37M Buy
22,397
+14,500
+184% +$3.48M 0.73% 59
2022
Q3 		$1.84M Sell
7,897
-27
-0.3% -$7.13K 0.28% 107
2022
Q2 		$2.04M Buy
7,924
+250
+3% +$67.9K 0.29% 102
2022
Q1 		$2.37M Buy
7,674
+852
+12% +$256K 0.3% 101
2021
Q4 		$2.29M Buy
6,822
+791
+13% +$256K 0.28% 111
2021
Q3 		$1.7M Buy
6,031
+4,253
+239% +$1.24M 0.23% 117
2021
Q2 		$481K Buy
1,778
+63
+4% +$16K 0.07% 186
2021
Q1 		$405K Buy
1,715
+2
+0.1% +$464 0.06% 188
2020
Q4 		$381K Buy
1,713
+102
+6% +$21.9K 0.06% 189
2020
Q3 		$339K Sell
1,611
-26
-2% -$5.46K 0.06% 191
2020
Q2 		$333K Buy
+1,637
New +$297K 0.07% 187

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

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

Marks Group Wealth Management reduced its Microsoft (MSFT) stake by 3.8% in Q1 2026, selling an estimated $631K and leaving 38,065 shares worth $14.1M. The position accounts for 1.36% of the portfolio, ranked #9.

Marks Group Wealth Management first reported a position in MSFT in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.1M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Marks Group Wealth Management held 38,065 shares of Microsoft worth $14.1M as of Q1 2026.
  • Marks Group Wealth Management sold 1,508 Microsoft shares in Q1 2026, an estimated $631K.
  • Microsoft made up 1.36% of Marks Group Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Marks Group Wealth Management first reported a position in Microsoft in Q2 2020 and has held it in 24 quarters since.
  • Marks Group Wealth Management's Microsoft position peaked at $19.1M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.