MWM
MSFT icon

Mindset Wealth Management’s Microsoft MSFT Stock Holding History

Mindset 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 		$1.89M Buy
5,109
+194
+4% +$81.2K 0.51% 20
2025
Q4 		$2.38M Sell
4,915
-56
-1% -$28.1K 0.62% 11
2025
Q3 		$2.57M Buy
4,971
+250
+5% +$128K 0.7% 10
2025
Q2 		$2.35M Sell
4,721
-135
-3% -$58.6K 0.77% 10
2025
Q1 		$1.82M Buy
4,856
+681
+16% +$278K 0.71% 12
2024
Q4 		$1.76M Buy
4,175
+41
+1% +$17.5K 0.64% 11
2024
Q3 		$1.78M Buy
+4,134
New +$1.77M 0.74% 9

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

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

Mindset Wealth Management increased its Microsoft (MSFT) stake by 3.9% in Q1 2026, buying an estimated $81.2K and bringing the position to 5,109 shares worth $1.89M. The position accounts for 0.51% of the portfolio, ranked #20.

Mindset Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mindset Wealth Management held 5,109 shares of Microsoft worth $1.89M as of Q1 2026.
  • Mindset Wealth Management bought 194 Microsoft shares in Q1 2026, an estimated $81.2K.
  • Microsoft made up 0.51% of Mindset Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Mindset Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Microsoft position peaked at $2.57M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.