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Mittelman Wealth Management’s Microsoft MSFT Stock Holding History

Mittelman 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 		$451K Buy
1,219
+681
+127% +$285K 0.28% 38
2025
Q4 		$261K Buy
+538
New +$270K 0.17% 40
2024
Q3 		– Sell
-5,084
Closed -$2.27M – 56
2024
Q2 		$2.27M Sell
5,084
-3
-0.1% -$1.27K 1.47% 15
2024
Q1 		$2.14M Buy
+5,087
New +$2.06M 1.45% 18

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

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

Mittelman Wealth Management increased its Microsoft (MSFT) stake by 127% in Q1 2026, buying an estimated $285K and bringing the position to 1,219 shares worth $451K. The position accounts for 0.28% of the portfolio, ranked #38.

Mittelman Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.27M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mittelman Wealth Management held 1,219 shares of Microsoft worth $451K as of Q1 2026.
  • Mittelman Wealth Management bought 681 Microsoft shares in Q1 2026, an estimated $285K.
  • Microsoft made up 0.28% of Mittelman Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Mittelman Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 4 quarters since.
  • Mittelman Wealth Management's Microsoft position peaked at $2.27M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.