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PMG Wealth Management’s Microsoft MSFT Stock Holding History

PMG 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 		$1.16M Sell
3,144
-905
-22% -$379K 0.84% 23
2025
Q4 		$1.96M Buy
4,049
+37
+0.9% +$18.5K 1.43% 21
2025
Q3 		$2.06M Hold
4,012
– – 1.57% 20
2025
Q2 		$2M Sell
4,012
-105
-3% -$45.6K 1.65% 20
2025
Q1 		$1.55M Sell
4,117
-4,603
-53% -$1.88M 1.64% 16
2024
Q4 		$3.68M Buy
+8,720
New +$3.71M 3.35% 13

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

PMG Wealth Management's MSFT Position: Q1 2026 in Review

PMG Wealth Management reduced its Microsoft (MSFT) stake by 22% in Q1 2026, selling an estimated $379K and leaving 3,144 shares worth $1.16M. The position accounts for 0.84% of the portfolio, ranked #23.

PMG Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.68M in Q4 2024. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • PMG Wealth Management held 3,144 shares of Microsoft worth $1.16M as of Q1 2026.
  • PMG Wealth Management sold 905 Microsoft shares in Q1 2026, an estimated $379K.
  • Microsoft made up 0.84% of PMG Wealth Management's portfolio in Q1 2026, its #23 holding.
  • PMG Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • PMG Wealth Management's Microsoft position peaked at $3.68M in Q4 2024.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.