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Stark Wealth Management’s Microsoft MSFT Stock Holding History

Stark 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
2025
Q4 		$337K Hold
697
– – 1.27% 23
2025
Q3 		$361K Hold
697
– – 1.65% 20
2025
Q2 		$347K Buy
+697
New +$303K 0.5% 37
2025
Q1 		– Sell
-3,273
Closed -$1.38M – 54
2024
Q4 		$1.38M Buy
+3,273
New +$1.39M 1.02% 23

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stark Wealth Management's MSFT Position: Q4 2025 in Review

Stark Wealth Management held its Microsoft (MSFT) position steady in Q4 2025 at 697 shares worth $337K. The position accounts for 1.27% of the portfolio, ranked #23.

Stark Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2024. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Stark Wealth Management held 697 shares of Microsoft worth $337K as of Q4 2025.
  • Stark Wealth Management left its Microsoft share count unchanged in Q4 2025.
  • Microsoft made up 1.27% of Stark Wealth Management's portfolio in Q4 2025, its #23 holding.
  • Stark Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 4 quarters since.
  • Stark Wealth Management's Microsoft position peaked at $1.38M in Q4 2024.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.