Vermillion Wealth Management’s Microsoft MSFT Stock Holding History

Vermillion 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	$125K	Sell	244 -1,746	-88%	-$807K	0.14%	84
2026 Q2	$742K	Sell	1,990 -410	-17%	-$166K	0.17%	65
2026 Q1	$889K	Buy	2,400 +437	+22%	+$183K	0.35%	40
2025 Q4	$949K	Sell	1,963 -11	-0.6%	-$5.51K	0.39%	36
2025 Q3	$1.02M	Buy	1,974 +36	+2%	+$18.4K	0.28%	51
2025 Q2	$964K	Buy	1,938 +82	+4%	+$35.6K	0.46%	30
2025 Q1	$697K	Sell	1,856 -77	-4%	-$31.4K	0.2%	59
2024 Q4	$815K	Buy	+1,933	New	+$823K	0.42%	33

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

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

Vermillion Wealth Management reduced its Microsoft (MSFT) stake by 88% in Q3 2026, selling an estimated $807K and leaving 244 shares worth $125K. The position accounts for 0.14% of the portfolio, ranked #84.

Vermillion Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Vermillion Wealth Management held 244 shares of Microsoft worth $125K as of Q3 2026.
Vermillion Wealth Management sold 1,746 Microsoft shares in Q3 2026, an estimated $807K.
Microsoft made up 0.14% of Vermillion Wealth Management's portfolio in Q3 2026, its #84 holding.
Vermillion Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Vermillion Wealth Management's Microsoft position peaked at $1.02M in Q3 2025.
5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Vermillion Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.