Marks Wealth’s Microsoft MSFT Stock Holding History

Marks Wealth’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
2024 Q4	–	Sell	-2,702	Closed	-$1.16M	–	21
2024 Q3	$1.16M	Hold	2,702	–	–	0.5%	15
2024 Q2	$1.21M	Buy	+2,702	New	+$1.14M	0.53%	8

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marks Wealth's MSFT Position: Q4 2024 in Review

Marks Wealth sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 2,702 shares — an estimated $1.16M sold.

Marks Wealth first reported a position in MSFT in Q2 2024 and held it in 2 quarters. The position peaked at $1.21M in Q2 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Marks Wealth reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
Marks Wealth sold 2,702 Microsoft shares in Q4 2024, an estimated $1.16M.
Marks Wealth first reported a position in Microsoft in Q2 2024 and held it in 2 quarters.
Marks Wealth's Microsoft position peaked at $1.21M in Q2 2024.
5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Marks Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.