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Momentous Wealth Management’s Microsoft MSFT Stock Holding History

Momentous 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 		$1.66M Sell
4,498
-83
-2% -$34.7K 0.95% 12
2025
Q4 		$2.22M Buy
4,581
+282
+7% +$141K 1.26% 10
2025
Q3 		$2.23M Sell
4,299
-474
-10% -$242K 1.41% 11
2025
Q2 		$2.37M Buy
4,773
+113
+2% +$49.1K 1.53% 11
2025
Q1 		$1.75M Buy
4,660
+462
+11% +$188K 1.24% 13
2024
Q4 		$1.77M Buy
+4,198
New +$1.79M 1.47% 12

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

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

Momentous Wealth Management reduced its Microsoft (MSFT) stake by 1.8% in Q1 2026, selling an estimated $34.7K and leaving 4,498 shares worth $1.66M. The position accounts for 0.95% of the portfolio, ranked #12.

Momentous Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.37M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Momentous Wealth Management held 4,498 shares of Microsoft worth $1.66M as of Q1 2026.
  • Momentous Wealth Management sold 83 Microsoft shares in Q1 2026, an estimated $34.7K.
  • Microsoft made up 0.95% of Momentous Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Momentous Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Microsoft position peaked at $2.37M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.