MWM
MSFT icon

Mission Wealth Management’s Microsoft MSFT Stock Holding History

Mission 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
2025
Q1 		– Hold
0
– -$126K – 694
2024
Q4 		– Hold
0
– – – 640
2024
Q3 		– Hold
0
– – – 646
2024
Q2 		– Hold
0
– – – 624
2024
Q1 		– Hold
0
– – – 283
2023
Q4 		– Hold
0
– – – 581
2022
Q2 		– Sell
-1,600
Closed -$493K – 543
2022
Q1 		$493K Buy
+1,600
New +$481K 0.02% 315

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

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.