MWA
MSFT icon

Medallion Wealth Advisors’s Microsoft MSFT Stock Holding History

Medallion Wealth Advisors’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 		$3.47M Buy
9,376
+1,001
+12% +$419K 1.13% 17
2025
Q4 		$4.05M Buy
8,375
+712
+9% +$357K 1.36% 11
2025
Q3 		$3.97M Buy
7,663
+176
+2% +$89.8K 1.41% 10
2025
Q2 		$3.69M Buy
7,487
+118
+2% +$51.2K 1.43% 8
2025
Q1 		$2.81M Buy
7,369
+88
+1% +$35.9K 1.27% 13
2024
Q4 		$3M Buy
+7,281
New +$3.1M 1.49% 12

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

Medallion Wealth Advisors's MSFT Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $419K and bringing the position to 9,376 shares worth $3.47M. The position accounts for 1.13% of the portfolio, ranked #17.

Medallion Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.05M in Q4 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Medallion Wealth Advisors held 9,376 shares of Microsoft worth $3.47M as of Q1 2026.
  • Medallion Wealth Advisors bought 1,001 Microsoft shares in Q1 2026, an estimated $419K.
  • Microsoft made up 1.13% of Medallion Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Medallion Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Microsoft position peaked at $4.05M in Q4 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.