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Midwest Wealth Management’s Microsoft MSFT Stock Holding History

Midwest 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
2022
Q1 		$2.45M Buy
7,936
+169
+2% +$50.8K 1.49% 17
2021
Q4 		$2.61M Buy
7,767
+816
+12% +$265K 1.63% 14
2021
Q3 		$1.96M Buy
6,951
+195
+3% +$56.7K 1.35% 24
2021
Q2 		$1.83M Buy
6,756
+311
+5% +$79.1K 1.31% 27
2021
Q1 		$1.52M Buy
6,445
+631
+11% +$146K 1.24% 33
2020
Q4 		$1.29M Buy
+5,814
New +$1.25M 1.18% 33

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Midwest Wealth Management's MSFT Position: Q1 2022 in Review

Midwest Wealth Management increased its Microsoft (MSFT) stake by 2.2% in Q1 2022, buying an estimated $50.8K and bringing the position to 7,936 shares worth $2.45M. The position accounts for 1.49% of the portfolio, ranked #17.

Midwest Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.61M in Q4 2021. 4,539 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

  • Midwest Wealth Management held 7,936 shares of Microsoft worth $2.45M as of Q1 2022.
  • Midwest Wealth Management bought 169 Microsoft shares in Q1 2022, an estimated $50.8K.
  • Microsoft made up 1.49% of Midwest Wealth Management's portfolio in Q1 2022, its #17 holding.
  • Midwest Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 6 quarters since.
  • Midwest Wealth Management's Microsoft position peaked at $2.61M in Q4 2021.
  • 4,539 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.