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Oxler Private Wealth’s Microsoft MSFT Stock Holding History

Oxler Private Wealth’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 		$11.6M Buy
31,269
+93
+0.3% +$38.9K 3.62% 8
2025
Q4 		$15.1M Sell
31,176
-152
-0.5% -$76.2K 4.37% 7
2025
Q3 		$16.2M Hold
31,328
– – 4.72% 6
2025
Q2 		$15.6M Sell
31,328
-65
-0.2% -$28.2K 4.9% 6
2025
Q1 		$11.8M Sell
31,393
-30
-0.1% -$12.2K 4.14% 6
2024
Q4 		$13.2M Sell
31,423
-48
-0.2% -$20.4K 4.35% 6
2024
Q3 		$13.5M Sell
31,471
-56
-0.2% -$23.9K 4.72% 6
2024
Q2 		$14.1M Sell
31,527
-5
-0% -$2.11K 5.22% 5
2024
Q1 		$13.3M Buy
31,532
+15,389
+95% +$6.23M 5.2% 5
2023
Q4 		$6.07M Sell
16,143
-15,371
-49% -$5.47M 5.04% 7
2023
Q3 		$9.96M Buy
31,514
+29
+0.1% +$9.58K 5.01% 4
2023
Q2 		$10.7M Sell
31,485
-779
-2% -$244K 5.11% 4
2023
Q1 		$9.3M Buy
32,264
+185
+0.6% +$47.2K 4.59% 4
2022
Q4 		$7.69M Sell
32,079
-598
-2% -$144K 4.14% 5
2022
Q3 		$7.62M Sell
32,677
-45
-0.1% -$11.9K 4.26% 3
2022
Q2 		$8.4M Buy
32,722
+240
+0.7% +$65.1K 4.05% 5
2022
Q1 		$10M Buy
32,482
+247
+0.8% +$74.3K 4.52% 3
2021
Q4 		$10.8M Sell
32,235
-215
-0.7% -$69.7K 4.49% 3
2021
Q3 		$9.15M Sell
32,450
-9
-0% -$2.62K 4.03% 4
2021
Q2 		$8.79M Sell
32,459
-1
-0% -$254 3.83% 4
2021
Q1 		$7.65M Buy
32,460
+122
+0.4% +$28.3K 3.88% 5
2020
Q4 		$7.19M Buy
+32,338
New +$6.95M 4.05% 5

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

Oxler Private Wealth's MSFT Position: Q1 2026 in Review

Oxler Private Wealth increased its Microsoft (MSFT) stake by 0.3% in Q1 2026, buying an estimated $38.9K and bringing the position to 31,269 shares worth $11.6M. The position accounts for 3.62% of the portfolio, ranked #8.

Oxler Private Wealth first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.2M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Oxler Private Wealth held 31,269 shares of Microsoft worth $11.6M as of Q1 2026.
  • Oxler Private Wealth bought 93 Microsoft shares in Q1 2026, an estimated $38.9K.
  • Microsoft made up 3.62% of Oxler Private Wealth's portfolio in Q1 2026, its #8 holding.
  • Oxler Private Wealth first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's Microsoft position peaked at $16.2M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.