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MorganRosel Wealth Management’s Microsoft MSFT Stock Holding History

MorganRosel 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 		$1.53M Sell
4,142
-2,265
-35% -$948K 0.6% 35
2025
Q4 		$3.1M Buy
6,407
+154
+2% +$77.2K 0.78% 29
2025
Q3 		$3.24M Buy
6,253
+535
+9% +$273K 0.84% 28
2025
Q2 		$2.84M Sell
5,718
-427
-7% -$185K 0.78% 28
2025
Q1 		$2.31M Sell
6,145
-2
-0% -$815 0.7% 29
2024
Q4 		$2.59M Buy
6,147
+516
+9% +$220K 0.85% 26
2024
Q3 		$2.42M Buy
5,631
+175
+3% +$74.8K 0.8% 26
2024
Q2 		$2.44M Sell
5,456
-256
-4% -$108K 0.86% 25
2024
Q1 		$2.4M Sell
5,712
-25
-0.4% -$10.1K 0.86% 26
2023
Q4 		$2.16M Sell
5,737
-165
-3% -$58.7K 0.83% 23
2023
Q3 		$1.86M Buy
5,902
+4,337
+277% +$1.43M 0.78% 25
2023
Q2 		$533K Buy
1,565
+331
+27% +$104K 0.22% 73
2023
Q1 		$356K Sell
1,234
-73
-6% -$18.6K 0.15% 77
2022
Q4 		$313K Hold
1,307
– – 0.14% 81
2022
Q3 		$304K Sell
1,307
-20
-2% -$5.28K 0.15% 80
2022
Q2 		$341K Buy
1,327
+300
+29% +$81.4K 0.18% 79
2022
Q1 		$317K Buy
1,027
+47
+5% +$14.1K 0.15% 76
2021
Q4 		$330K Hold
980
– – 0.16% 71
2021
Q3 		$276K Hold
980
– – 0.15% 76
2021
Q2 		$265K Buy
980
+1
+0.1% +$254 0.15% 73
2021
Q1 		$231K Sell
979
-4,064
-81% -$943K 0.15% 75
2020
Q4 		$1.12M Buy
5,043
+61
+1% +$13.1K 0.79% 24
2020
Q3 		$1.05M Sell
4,982
-23
-0.5% -$4.83K 0.84% 22
2020
Q2 		$1.02M Sell
5,005
-394
-7% -$71.5K 0.94% 17
2020
Q1 		$851K Sell
5,399
-213
-4% -$35K 0.97% 17
2019
Q4 		$885K Sell
5,612
-1,006
-15% -$148K 0.67% 24
2019
Q3 		$920K Buy
6,618
+15
+0.2% +$2.06K 0.76% 22
2019
Q2 		$885K Sell
6,603
-212
-3% -$26.9K 0.73% 26
2019
Q1 		$804K Buy
6,815
+444
+7% +$48.4K 0.68% 32
2018
Q4 		$647K Buy
+6,371
New +$682K 0.67% 37

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

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

MorganRosel Wealth Management reduced its Microsoft (MSFT) stake by 35% in Q1 2026, selling an estimated $948K and leaving 4,142 shares worth $1.53M. The position accounts for 0.6% of the portfolio, ranked #35.

MorganRosel Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.24M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MorganRosel Wealth Management held 4,142 shares of Microsoft worth $1.53M as of Q1 2026.
  • MorganRosel Wealth Management sold 2,265 Microsoft shares in Q1 2026, an estimated $948K.
  • Microsoft made up 0.6% of MorganRosel Wealth Management's portfolio in Q1 2026, its #35 holding.
  • MorganRosel Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • MorganRosel Wealth Management's Microsoft position peaked at $3.24M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.