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Moran Wealth Management’s Microsoft MSFT Stock Holding History

Moran 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 		$33.9M Sell
91,657
-5,342
-6% -$2.24M 1.04% 9
2025
Q4 		$46.9M Sell
96,999
-10,204
-10% -$5.11M 1.44% 5
2025
Q3 		$55.5M Sell
107,203
-1,612
-1% -$822K 1.67% 5
2025
Q2 		$54.1M Sell
108,815
-1,490
-1% -$647K 1.67% 4
2025
Q1 		$41.4M Buy
110,305
+3,789
+4% +$1.54M 1.39% 5
2024
Q4 		$44.9M Sell
106,516
-391
-0.4% -$167K 1.43% 8
2024
Q3 		$46M Sell
106,907
-2,897
-3% -$1.24M 1.42% 8
2024
Q2 		$49.1M Sell
109,804
-1,019
-0.9% -$430K 1.62% 5
2024
Q1 		$46.6M Sell
110,823
-1,337
-1% -$541K 1.51% 7
2023
Q4 		$42.2M Sell
112,160
-1,904
-2% -$678K 1.5% 6
2023
Q3 		$36M Buy
114,064
+20,050
+21% +$6.63M 1.39% 9
2023
Q2 		$32M Sell
94,014
-2,680
-3% -$840K 1.2% 11
2023
Q1 		$27.9M Buy
96,694
+3,397
+4% +$867K 1.05% 14
2022
Q4 		$22.4M Buy
+93,297
New +$22.4M 0.85% 25

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

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

Moran Wealth Management reduced its Microsoft (MSFT) stake by 5.5% in Q1 2026, selling an estimated $2.24M and leaving 91,657 shares worth $33.9M. The position accounts for 1.04% of the portfolio, ranked #9.

Moran Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $55.5M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Moran Wealth Management held 91,657 shares of Microsoft worth $33.9M as of Q1 2026.
  • Moran Wealth Management sold 5,342 Microsoft shares in Q1 2026, an estimated $2.24M.
  • Microsoft made up 1.04% of Moran Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Moran Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Microsoft position peaked at $55.5M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.