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Midland Wealth Advisors’s Microsoft MSFT Stock Holding History

Midland 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 		$8.94M Sell
24,156
-1,684
-7% -$705K 0.46% 22
2025
Q4 		$12.5M Sell
25,840
-1,629
-6% -$816K 0.65% 19
2025
Q3 		$14.2M Sell
27,469
-742
-3% -$379K 0.76% 18
2025
Q2 		$14M Sell
28,211
-3,241
-10% -$1.41M 0.78% 14
2025
Q1 		$11.8M Sell
31,452
-934
-3% -$381K 0.7% 15
2024
Q4 		$13.7M Sell
32,386
-1,210
-4% -$515K 0.82% 15
2024
Q3 		$14.5M Sell
33,596
-2,529
-7% -$1.08M 0.85% 14
2024
Q2 		$16.1M Buy
36,125
+1,252
+4% +$529K 0.96% 14
2024
Q1 		$14.7M Buy
34,873
+209
+0.6% +$84.6K 0.9% 14
2023
Q4 		$13M Buy
+34,664
New +$12.3M 0.89% 13

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

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

Midland Wealth Advisors reduced its Microsoft (MSFT) stake by 6.5% in Q1 2026, selling an estimated $705K and leaving 24,156 shares worth $8.94M. The position accounts for 0.46% of the portfolio, ranked #22.

Midland Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.1M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Midland Wealth Advisors held 24,156 shares of Microsoft worth $8.94M as of Q1 2026.
  • Midland Wealth Advisors sold 1,684 Microsoft shares in Q1 2026, an estimated $705K.
  • Microsoft made up 0.46% of Midland Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Midland Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Midland Wealth Advisors's Microsoft position peaked at $16.1M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.