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McMill Wealth Management’s Microsoft MSFT Stock Holding History

McMill 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 		$956K Buy
2,582
+278
+12% +$116K 0.25% 34
2025
Q4 		$1.11M Hold
2,304
– – 0.31% 32
2025
Q3 		$1.19M Hold
2,304
– – 0.34% 31
2025
Q2 		$1.15M Buy
2,304
+41
+2% +$17.8K 0.38% 30
2025
Q1 		$850K Sell
2,263
-294
-11% -$120K 0.31% 33
2024
Q4 		$1.08M Buy
+2,557
New +$1.09M 0.44% 27

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

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

McMill Wealth Management increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $116K and bringing the position to 2,582 shares worth $956K. The position accounts for 0.25% of the portfolio, ranked #34.

McMill Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • McMill Wealth Management held 2,582 shares of Microsoft worth $956K as of Q1 2026.
  • McMill Wealth Management bought 278 Microsoft shares in Q1 2026, an estimated $116K.
  • Microsoft made up 0.25% of McMill Wealth Management's portfolio in Q1 2026, its #34 holding.
  • McMill Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • McMill Wealth Management's Microsoft position peaked at $1.19M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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