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 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 $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

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

Schwallier Wealth Management increased its Microsoft (MSFT) stake by 1% in Q1 2026, buying an estimated $2.93K and bringing the position to 678 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #53.

Schwallier Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 6 quarters since. The position peaked at $783K in Q4 2023. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Schwallier Wealth Management held 678 shares of Microsoft worth $251K as of Q1 2026.
Schwallier Wealth Management bought 7 Microsoft shares in Q1 2026, an estimated $2.93K.
Microsoft made up 0.18% of Schwallier Wealth Management's portfolio in Q1 2026, its #53 holding.
Schwallier Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 6 quarters since.
Schwallier Wealth Management's Microsoft position peaked at $783K in Q4 2023.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.