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Seven Springs Wealth Group’s Microsoft MSFT Stock Holding History

Seven Springs Wealth Group’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 		$1.17M Sell
3,174
-57
-2% -$23.9K 0.27% 33
2025
Q4 		$1.56M Buy
3,231
+7
+0.2% +$3.51K 0.45% 26
2025
Q3 		$1.67M Hold
3,224
– – 0.4% 26
2025
Q2 		$1.6M Sell
3,224
-123
-4% -$53.4K 0.4% 26
2025
Q1 		$1.26M Buy
3,347
+606
+22% +$247K 0.45% 30
2024
Q4 		$1.16M Buy
2,741
+311
+13% +$132K 0.43% 31
2024
Q3 		$1.05M Hold
2,430
– – 0.38% 31
2024
Q2 		$1.09M Sell
2,430
-4
-0.2% -$1.69K 0.42% 30
2024
Q1 		$1.02M Buy
2,434
+4
+0.2% +$1.62K 0.39% 30
2023
Q4 		$914K Buy
2,430
+484
+25% +$172K 0.41% 28
2023
Q3 		$614K Buy
1,946
+37
+2% +$12.2K 0.29% 36
2023
Q2 		$650K Hold
1,909
– – 0.31% 34
2023
Q1 		$550K Hold
1,909
– – 0.27% 38
2022
Q4 		$458K Buy
1,909
+775
+68% +$186K 0.22% 40
2022
Q3 		$264K Sell
1,134
-5,711
-83% -$1.51M 0.14% 50
2022
Q2 		$1.76M Hold
6,845
– – 0.88% 17
2022
Q1 		$2.11M Hold
6,845
– – 1% 17
2021
Q4 		$2.3M Buy
6,845
+5,418
+380% +$1.76M 1.05% 17
2021
Q3 		$402K Hold
1,427
– – 0.2% 45
2021
Q2 		$387K Buy
1,427
+1,122
+368% +$285K 0.17% 50
2021
Q1 		$72K Sell
305
-29
-9% -$6.73K 0.03% 74
2020
Q4 		$74K Buy
334
+29
+10% +$6.24K 0.04% 70
2020
Q3 		$64K Sell
305
-105
-26% -$22.1K 0.04% 71
2020
Q2 		$83K Sell
410
-2,950
-88% -$535K 0.05% 66
2020
Q1 		$530K Buy
3,360
+2,950
+720% +$485K 0.37% 24
2019
Q4 		$65K Buy
+410
New +$60.2K 0.04% 88

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

Seven Springs Wealth Group's MSFT Position: Q1 2026 in Review

Seven Springs Wealth Group reduced its Microsoft (MSFT) stake by 1.8% in Q1 2026, selling an estimated $23.9K and leaving 3,174 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #33.

Seven Springs Wealth Group first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.3M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Seven Springs Wealth Group held 3,174 shares of Microsoft worth $1.17M as of Q1 2026.
  • Seven Springs Wealth Group sold 57 Microsoft shares in Q1 2026, an estimated $23.9K.
  • Microsoft made up 0.27% of Seven Springs Wealth Group's portfolio in Q1 2026, its #33 holding.
  • Seven Springs Wealth Group first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Seven Springs Wealth Group's Microsoft position peaked at $2.3M in Q4 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.