Muirfield Wealth Advisors’s Microsoft MSFT Stock Holding History

Muirfield Wealth Advisors’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	$1.43M	Sell	3,857 -66	-2%	-$27.6K	1.05%	21
2025 Q4	$1.9M	Sell	3,923 -643	-14%	-$322K	1.39%	19
2025 Q3	$2.36M	Buy	4,566 +90	+2%	+$45.9K	1.75%	18
2025 Q2	$2.23M	Buy	4,476 +31	+0.7%	+$13.5K	1.77%	17
2025 Q1	$1.67M	Buy	4,445 +18	+0.4%	+$7.34K	1.42%	18
2024 Q4	$1.87M	Buy	4,427 +24	+0.5%	+$10.2K	1.54%	17
2024 Q3	$1.89M	Buy	4,403 +943	+27%	+$403K	1.61%	18
2024 Q2	$1.55M	Buy	3,460 +38	+1%	+$16K	1.45%	18
2024 Q1	$1.44M	Sell	3,422 -33	-1%	-$13.4K	1.39%	18
2023 Q4	$1.3M	Buy	+3,455	New	+$1.23M	1.38%	18

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Muirfield Wealth Advisors's MSFT Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its Microsoft (MSFT) stake by 1.7% in Q1 2026, selling an estimated $27.6K and leaving 3,857 shares worth $1.43M. The position accounts for 1.05% of the portfolio, ranked #21.

Muirfield Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.36M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Muirfield Wealth Advisors held 3,857 shares of Microsoft worth $1.43M as of Q1 2026.
Muirfield Wealth Advisors sold 66 Microsoft shares in Q1 2026, an estimated $27.6K.
Microsoft made up 1.05% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #21 holding.
Muirfield Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Microsoft position peaked at $2.36M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.