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Philip James Wealth Mangement’s Microsoft MSFT Stock Holding History

Philip James Wealth Mangement’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 		$994K Sell
2,686
-74
-3% -$31K 0.11% 80
2025
Q4 		$1.33M Buy
2,760
+97
+4% +$48.6K 0.15% 76
2025
Q3 		$1.38M Buy
2,663
+110
+4% +$56.1K 0.16% 76
2025
Q2 		$1.27M Buy
2,553
+89
+4% +$38.6K 0.16% 80
2025
Q1 		$925K Buy
2,464
+477
+24% +$194K 0.11% 84
2024
Q4 		$838K Buy
1,987
+230
+13% +$98K 0.11% 85
2024
Q3 		$756K Buy
1,757
+502
+40% +$215K 0.09% 84
2024
Q2 		$561K Sell
1,255
-98
-7% -$41.4K 0.37% 33
2024
Q1 		$569K Sell
1,353
-78
-5% -$31.6K 0.4% 31
2023
Q4 		$538K Buy
+1,431
New +$509K 0.42% 29

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

Philip James Wealth Mangement's MSFT Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Microsoft (MSFT) stake by 2.7% in Q1 2026, selling an estimated $31K and leaving 2,686 shares worth $994K. The position accounts for 0.11% of the portfolio, ranked #80.

Philip James Wealth Mangement first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.38M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Philip James Wealth Mangement held 2,686 shares of Microsoft worth $994K as of Q1 2026.
  • Philip James Wealth Mangement sold 74 Microsoft shares in Q1 2026, an estimated $31K.
  • Microsoft made up 0.11% of Philip James Wealth Mangement's portfolio in Q1 2026, its #80 holding.
  • Philip James Wealth Mangement first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Philip James Wealth Mangement's Microsoft position peaked at $1.38M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.