NWF Advisory Services’s Microsoft MSFT Stock Holding History

NWF Advisory Services’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	$7.11M	Sell	19,196 -1,198	-6%	-$501K	0.8%	33
2025 Q4	$9.86M	Buy	20,394 +1,181	+6%	+$592K	1.09%	24
2025 Q3	$9.95M	Sell	19,213 -560	-3%	-$286K	1.09%	25
2025 Q2	$9.83M	Buy	19,773 +2,472	+14%	+$1.07M	1.17%	22
2025 Q1	$6.49M	Sell	17,301 -1,569	-8%	-$640K	0.91%	26
2024 Q4	$7.95M	Buy	18,870 +960	+5%	+$409K	1.16%	29
2024 Q3	$7.71M	Buy	17,910 +143	+0.8%	+$61.1K	1.12%	24
2024 Q2	$7.94M	Buy	17,767 +1,007	+6%	+$425K	1.26%	23
2024 Q1	$7.05M	Buy	16,760 +4,637	+38%	+$1.88M	1.18%	23
2023 Q4	$4.56M	Buy	12,123 +2,278	+23%	+$811K	0.91%	26
2023 Q3	$3.11M	Buy	9,845 +596	+6%	+$197K	0.73%	33
2023 Q2	$3.15M	Hold	9,249	–	–	0.73%	35
2023 Q1	$3.15M	Buy	+9,249	New	+$2.36M	0.73%	35

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

NWF Advisory Services's MSFT Position: Q1 2026 in Review

NWF Advisory Services reduced its Microsoft (MSFT) stake by 5.9% in Q1 2026, selling an estimated $501K and leaving 19,196 shares worth $7.11M. The position accounts for 0.8% of the portfolio, ranked #33.

NWF Advisory Services first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.95M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

NWF Advisory Services held 19,196 shares of Microsoft worth $7.11M as of Q1 2026.
NWF Advisory Services sold 1,198 Microsoft shares in Q1 2026, an estimated $501K.
Microsoft made up 0.8% of NWF Advisory Services's portfolio in Q1 2026, its #33 holding.
NWF Advisory Services first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Microsoft position peaked at $9.95M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.