Power Wealth Management’s Microsoft MSFT Stock Holding History

Power 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	$2.79M	Sell	7,529 -258	-3%	-$108K	1.04%	19
2025 Q4	$3.77M	Sell	7,787 -68	-0.9%	-$34.1K	1.33%	15
2025 Q3	$4.07M	Sell	7,855 -22	-0.3%	-$11.2K	1.48%	14
2025 Q2	$3.92M	Buy	7,877 +177	+2%	+$76.9K	1.51%	13
2025 Q1	$2.89M	Sell	7,700 -65	-0.8%	-$26.5K	1.17%	15
2024 Q4	$3.27M	Sell	7,765 -177	-2%	-$75.4K	1.37%	16
2024 Q3	$3.42M	Buy	7,942 +712	+10%	+$304K	1.46%	15
2024 Q2	$3.23M	Sell	7,230 -432	-6%	-$182K	1.54%	17
2024 Q1	$3.22M	Sell	7,662 -789	-9%	-$319K	2.02%	14
2023 Q4	$3.18M	Buy	+8,451	New	+$3.01M	2.21%	15

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

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

Power Wealth Management reduced its Microsoft (MSFT) stake by 3.3% in Q1 2026, selling an estimated $108K and leaving 7,529 shares worth $2.79M. The position accounts for 1.04% of the portfolio, ranked #19.

Power Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.07M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Power Wealth Management held 7,529 shares of Microsoft worth $2.79M as of Q1 2026.
Power Wealth Management sold 258 Microsoft shares in Q1 2026, an estimated $108K.
Microsoft made up 1.04% of Power Wealth Management's portfolio in Q1 2026, its #19 holding.
Power Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Microsoft position peaked at $4.07M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.