VanWeelden Wealth Management’s Microsoft MSFT Stock Holding History

VanWeelden 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	$609K	Hold	1,644	–	–	0.49%	24
2025 Q4	$795K	Sell	1,644 -7	-0.4%	-$3.51K	0.62%	13
2025 Q3	$855K	Buy	+1,651	New	+$842K	0.7%	12
2025 Q1	$619K	Hold	1,650	–	–	0.55%	11
2024 Q4	$695K	Buy	+1,650	New	+$703K	0.63%	15
2024 Q2	$857K	Buy	+1,723	New	+$728K	0.73%	11

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

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

VanWeelden Wealth Management held its Microsoft (MSFT) position steady in Q1 2026 at 1,644 shares worth $609K. The position accounts for 0.49% of the portfolio, ranked #24.

VanWeelden Wealth Management first reported a position in MSFT in Q2 2024 and has held it in 6 quarters since. The position peaked at $857K in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

VanWeelden Wealth Management held 1,644 shares of Microsoft worth $609K as of Q1 2026.
VanWeelden Wealth Management left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.49% of VanWeelden Wealth Management's portfolio in Q1 2026, its #24 holding.
VanWeelden Wealth Management first reported a position in Microsoft in Q2 2024 and has held it in 6 quarters since.
VanWeelden Wealth Management's Microsoft position peaked at $857K in Q2 2024.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.