Oakwell Private Wealth Management’s Microsoft MSFT Stock Holding History

Oakwell Private 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	$2.83M	Sell	7,646 -74	-1%	-$31K	0.51%	23
2025 Q4	$3.73M	Buy	7,720 +393	+5%	+$197K	0.7%	20
2025 Q3	$3.79M	Sell	7,327 -96	-1%	-$49K	0.76%	20
2025 Q2	$3.69M	Buy	7,423 +296	+4%	+$129K	0.85%	18
2025 Q1	$2.68M	Buy	7,127 +1,366	+24%	+$557K	0.74%	18
2024 Q4	$2.43M	Buy	5,761 +248	+4%	+$106K	0.68%	18
2024 Q3	$2.37M	Sell	5,513 -581	-10%	-$248K	0.68%	20
2024 Q2	$2.72M	Buy	6,094 +337	+6%	+$142K	0.77%	19
2024 Q1	$2.42M	Buy	5,757 +306	+6%	+$124K	0.74%	19
2023 Q4	$2.05M	Buy	5,451 +518	+11%	+$184K	0.72%	19
2023 Q3	$1.56M	Buy	4,933 +38	+0.8%	+$12.6K	0.66%	21
2023 Q2	$1.67M	Buy	4,895 +416	+9%	+$130K	0.7%	21
2023 Q1	$1.29M	Buy	4,479 +71	+2%	+$18.1K	0.59%	27
2022 Q4	$1.06M	Buy	4,408 +239	+6%	+$57.4K	0.51%	28
2022 Q3	$971K	Buy	4,169 +82	+2%	+$21.7K	0.54%	29
2022 Q2	$1.05M	Buy	4,087 +398	+11%	+$108K	0.6%	24
2022 Q1	$1.14M	Buy	3,689 +1,481	+67%	+$446K	0.57%	24
2021 Q4	$743K	Buy	2,208 +631	+40%	+$205K	0.37%	33
2021 Q3	$444K	Hold	1,577	–	–	0.24%	43
2021 Q2	$427K	Buy	+1,577	New	+$401K	0.27%	46

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

Oakwell Private Wealth Management's MSFT Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Microsoft (MSFT) stake by 0.96% in Q1 2026, selling an estimated $31K and leaving 7,646 shares worth $2.83M. The position accounts for 0.51% of the portfolio, ranked #23.

Oakwell Private Wealth Management first reported a position in MSFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.79M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Oakwell Private Wealth Management held 7,646 shares of Microsoft worth $2.83M as of Q1 2026.
Oakwell Private Wealth Management sold 74 Microsoft shares in Q1 2026, an estimated $31K.
Microsoft made up 0.51% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #23 holding.
Oakwell Private Wealth Management first reported a position in Microsoft in Q2 2021 and has held it in 20 quarters since.
Oakwell Private Wealth Management's Microsoft position peaked at $3.79M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.