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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
2026
Q1 		$22.7M Buy
61,200
+3,000
+5% +$1.26M 0.47% 37
2025
Q4 		$28.1M Sell
58,200
-24,400
-30% -$12.2M 0.56% 30
2025
Q3 		$42.8M Buy
+82,600
New +$42.1M 0.85% 20
2025
Q2 		– Hold
0
– – – 27
2025
Q1 		– Hold
0
– – – 29
2024
Q4 		– Hold
0
– – – 35
2024
Q3 		– Hold
0
– – – 29
2024
Q2 		– Hold
0
– – – 28
2024
Q1 		– Hold
0
– – – 28
2023
Q4 		– Hold
0
– – – 29
2023
Q3 		– Hold
0
– – – 28
2023
Q2 		– Hold
0
– – – 62
2023
Q1 		– Hold
0
– – – 109
2022
Q4 		– Hold
0
– – – 107
2022
Q3 		– Hold
0
– – – 53
2022
Q2 		– Sell
-22,700
Closed -$6.16M – 45
2022
Q1 		$7M Buy
22,700
+1,500
+7% +$451K 0.32% 46
2021
Q4 		$7.13M Sell
21,200
-100
-0.5% -$32.4K 0.32% 46
2021
Q3 		$6M Buy
21,300
+15,600
+274% +$4.54M 0.31% 49
2021
Q2 		$1.54M Buy
5,700
+2,500
+78% +$635K 0.08% 121
2021
Q1 		$754K Hold
3,200
– – 0.04% 188
2020
Q4 		$712K Buy
+3,200
New +$688K 0.04% 177

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.