Mission Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $153M | Sell |
412,565
-8,659
| -2% | -$3.62M | 3.14% | 6 |
|
|
2025
Q4 | $204M | Buy |
421,224
+11,997
| +3% | +$6.01M | 4.06% | 6 |
|
|
2025
Q3 | $212M | Sell |
409,227
-8,543
| -2% | -$4.36M | 4.21% | 6 |
|
|
2025
Q2 | $208M | Buy |
417,770
+31,847
| +8% | +$13.8M | 4.44% | 5 |
|
|
2025
Q1 | $145M | Buy |
385,923
+9,433
| +3% | +$3.85M | 3.56% | 6 |
|
|
2024
Q4 | $159M | Sell |
376,490
-879
| -0.2% | -$374K | 3.7% | 7 |
|
|
2024
Q3 | $162M | Buy |
377,369
+23,406
| +7% | +$10M | 3.93% | 7 |
|
|
2024
Q2 | $158M | Sell |
353,963
-4,079
| -1% | -$1.72M | 4.19% | 7 |
|
|
2024
Q1 | $151M | Buy |
358,042
+47,043
| +15% | +$19M | 3.96% | 6 |
|
|
2023
Q4 | $117M | Buy |
310,999
+21,609
| +7% | +$7.69M | 3.8% | 7 |
|
|
2023
Q3 | $91.4M | Buy |
289,390
+29,419
| +11% | +$9.72M | 3.4% | 7 |
|
|
2023
Q2 | $88.5M | Buy |
259,971
+15,795
| +6% | +$4.95M | 3.34% | 7 |
|
|
2023
Q1 | $70.4M | Buy |
244,176
+46,958
| +24% | +$12M | 2.95% | 8 |
|
|
2022
Q4 | $47.3M | Sell |
197,218
-21,399
| -10% | -$5.14M | 2.26% | 10 |
|
|
2022
Q3 | $50.9M | Buy |
218,617
+23,152
| +12% | +$6.11M | 2.7% | 8 |
|
|
2022
Q2 | $50.2M | Buy |
195,465
+12,071
| +7% | +$3.28M | 2.64% | 8 |
|
|
2022
Q1 | $56.5M | Buy |
183,394
+1,127
| +0.6% | +$339K | 2.61% | 8 |
|
|
2021
Q4 | $61.3M | Buy |
182,267
+7,368
| +4% | +$2.39M | 2.76% | 8 |
|
|
2021
Q3 | $49.3M | Buy |
174,899
+24,284
| +16% | +$7.07M | 2.51% | 10 |
|
|
2021
Q2 | $40.8M | Sell |
150,615
-143,934
| -49% | -$36.6M | 2.16% | 12 |
|
|
2021
Q1 | $69.4M | Sell |
294,549
-261
| -0.1% | -$60.6K | 4.03% | 7 |
|
|
2020
Q4 | $65.6M | Buy |
294,810
+19,630
| +7% | +$4.22M | 4.1% | 7 |
|
|
2020
Q3 | $57.9M | Buy |
275,180
+9,959
| +4% | +$2.09M | 4.33% | 7 |
|
|
2020
Q2 | $54M | Buy |
265,221
+11,332
| +4% | +$2.06M | 4.66% | 5 |
|
|
2020
Q1 | $40M | Sell |
253,889
-43
| -0% | -$7.07K | 4.42% | 5 |
|
|
2019
Q4 | $40M | Sell |
253,932
-2,579
| -1% | -$379K | 3.85% | 7 |
|
|
2019
Q3 | $35.7M | Buy |
256,511
+7,395
| +3% | +$1.02M | 3.81% | 7 |
|
|
2019
Q2 | $33.4M | Buy |
249,116
+8,313
| +3% | +$1.06M | 3.74% | 7 |
|
|
2019
Q1 | $28.4M | Sell |
240,803
-17,161
| -7% | -$1.87M | 3.3% | 10 |
|
|
2018
Q4 | $26.2M | Buy |
257,964
+2,410
| +0.9% | +$258K | 3.42% | 9 |
|
|
2018
Q3 | $29.2M | Buy |
255,554
+205,770
| +413% | +$22.3M | 3.85% | 7 |
|
|
2018
Q2 | $4.91M | Buy |
49,784
+2,335
| +5% | +$226K | 0.72% | 21 |
|
|
2018
Q1 | $4.33M | Buy |
47,449
+1,583
| +3% | +$145K | 0.7% | 21 |
|
|
2017
Q4 | $3.92M | Buy |
45,866
+2,125
| +5% | +$174K | 0.67% | 24 |
|
|
2017
Q3 | $3.26M | Buy |
43,741
+797
| +2% | +$58.2K | 0.6% | 27 |
|
|
2017
Q2 | $2.96M | Sell |
42,944
-174
| -0.4% | -$11.9K | 0.56% | 28 |
|
|
2017
Q1 | $2.84M | Sell |
43,118
-4,548
| -10% | -$291K | 0.55% | 26 |
|
|
2016
Q4 | $2.96M | Buy |
47,666
+16,856
| +55% | +$1.01M | 0.59% | 26 |
|
|
2016
Q3 | $1.77M | Buy |
30,810
+1,282
| +4% | +$72.4K | 0.43% | 32 |
|
|
2016
Q2 | $1.51M | Buy |
29,528
+9,795
| +50% | +$509K | 0.4% | 30 |
|
|
2016
Q1 | $1.09M | Buy |
19,733
+2,296
| +13% | +$120K | 0.29% | 41 |
|
|
2015
Q4 | $967K | Buy |
17,437
+1,621
| +10% | +$85.3K | 0.27% | 39 |
|
|
2015
Q3 | $700K | Sell |
15,816
-1,697
| -10% | -$76.2K | 0.21% | 49 |
|
|
2015
Q2 | $712K | Buy |
+17,513
| New | +$799K | 0.24% | 53 |
|
Other funds holding MSFT
VCM
VPM
Mission Wealth Management's MSFT Position: Q1 2026 in Review
Mission Wealth Management reduced its Microsoft (MSFT) stake by 2.1% in Q1 2026, selling an estimated $3.62M and leaving 412,565 shares worth $153M. The position accounts for 3.14% of the portfolio, ranked #6.
Mission Wealth Management first reported a position in MSFT in Q2 2015 and has held it in 44 quarters since. The position peaked at $212M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Mission Wealth Management held 412,565 shares of Microsoft worth $153M as of Q1 2026.
- Mission Wealth Management sold 8,659 Microsoft shares in Q1 2026, an estimated $3.62M.
- Microsoft made up 3.14% of Mission Wealth Management's portfolio in Q1 2026, its #6 holding.
- Mission Wealth Management first reported a position in Microsoft in Q2 2015 and has held it in 44 quarters since.
- Mission Wealth Management's Microsoft position peaked at $212M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.