Oakwell Private Wealth Management
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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
Q3 		$2.26M Buy
4,406
+123
+3% +$56.9K 0.34% 28
2026
Q2 		$1.6M Sell
4,283
-3,363
-44% -$1.36M 0.26% 36
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Oakwell Private Wealth Management's MSFT Position: Q3 2026 in Review

Oakwell Private Wealth Management increased its Microsoft (MSFT) stake by 2.9% in Q3 2026, buying an estimated $56.9K and bringing the position to 4,406 shares worth $2.26M. The position accounts for 0.34% of the portfolio, ranked #28.

Oakwell Private Wealth Management first reported a position in MSFT in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.79M in Q3 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Oakwell Private Wealth Management held 4,406 shares of Microsoft worth $2.26M as of Q3 2026.
  • Oakwell Private Wealth Management bought 123 Microsoft shares in Q3 2026, an estimated $56.9K.
  • Microsoft made up 0.34% of Oakwell Private Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Oakwell Private Wealth Management first reported a position in Microsoft in Q2 2021 and has held it in 22 quarters since.
  • Oakwell Private Wealth Management's Microsoft position peaked at $3.79M in Q3 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.