Schwallier Wealth Management’s Microsoft MSFT Stock Holding History

Schwallier 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	$267K	Sell	522 -125	-19%	-$57.8K	0.17%	59
2026 Q2	$241K	Sell	647 -31	-5%	-$12.5K	0.15%	65
2026 Q1	$251K	Buy	678 +7	+1%	+$2.93K	0.18%	53
2025 Q4	$289K	Sell	671 -11	-2%	-$5.51K	0.18%	44
2025 Q3	$353K	Buy	682 +15	+2%	+$7.65K	0.22%	36
2025 Q2	$332K	Sell	667 -169	-20%	-$73.4K	0.2%	39
2025 Q1	$314K	Buy	+836	New	+$341K	0.23%	39
2024 Q1	–	Sell	-2,083	Closed	-$783K	–	34
2023 Q4	$783K	Buy	+2,083	New	+$741K	0.65%	19

Other funds holding MSFT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Schwallier Wealth Management's MSFT Position: Q3 2026 in Review

Schwallier Wealth Management reduced its Microsoft (MSFT) stake by 19% in Q3 2026, selling an estimated $57.8K and leaving 522 shares worth $267K. The position accounts for 0.17% of the portfolio, ranked #59.

Schwallier Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 8 quarters since. The position peaked at $783K in Q4 2023. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Schwallier Wealth Management held 522 shares of Microsoft worth $267K as of Q3 2026.
Schwallier Wealth Management sold 125 Microsoft shares in Q3 2026, an estimated $57.8K.
Microsoft made up 0.17% of Schwallier Wealth Management's portfolio in Q3 2026, its #59 holding.
Schwallier Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 8 quarters since.
Schwallier Wealth Management's Microsoft position peaked at $783K in Q4 2023.
5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.