Virginia Wealth Management Group
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Virginia Wealth Management Group’s Microsoft MSFT Stock Holding History

Virginia Wealth Management 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
Q3 		$6.58M Buy
12,830
+33
+0.3% +$15.3K 3.24% 7
2026
Q2 		$4.77M Buy
12,797
+193
+2% +$78.1K 2.38% 23
2026
Q1 		$4.67M Buy
12,604
+1,093
+9% +$457K 2.5% 18
2025
Q4 		$5.57M Buy
11,511
+21
+0.2% +$10.5K 3.25% 6
2025
Q3 		$5.95M Sell
11,490
-43
-0.4% -$21.9K 3.43% 3
2025
Q2 		$5.74M Buy
11,533
+72
+0.6% +$31.3K 3.49% 4
2025
Q1 		$4.3M Sell
11,461
-1,610
-12% -$656K 2.66% 16
2024
Q4 		$5.51M Buy
13,071
+57
+0.4% +$24.3K 3.41% 4
2024
Q3 		$5.6M Buy
13,014
+1,954
+18% +$835K 3.51% 2
2024
Q2 		$4.94M Sell
11,060
-38
-0.3% -$16K 4.06% 3
2024
Q1 		$4.67M Sell
11,098
-658
-6% -$266K 3.81% 2
2023
Q4 		$4.42M Sell
11,756
-7,590
-39% -$2.7M 3.86% 2
2023
Q3 		$6.11M Buy
19,346
+285
+1% +$94.2K 4.13% 2
2023
Q2 		$6.49M Sell
19,061
-932
-5% -$292K 4.45% 1
2023
Q1 		$5.76M Buy
19,993
+482
+2% +$123K 3.95% 1
2022
Q4 		$4.68M Buy
19,511
+310
+2% +$74.4K 3.24% 3
2022
Q3 		$4.47M Buy
19,201
+7,401
+63% +$1.95M 3.34% 2
2022
Q2 		$3.03M Sell
11,800
-876
-7% -$238K 2.91% 3
2022
Q1 		$3.83M Buy
12,676
+37
+0.3% +$11.1K 3.43% 2
2021
Q4 		$4.25M Buy
+12,639
New +$4.1M 3.83% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Virginia Wealth Management Group's MSFT Position: Q3 2026 in Review

Virginia Wealth Management Group increased its Microsoft (MSFT) stake by 0.26% in Q3 2026, buying an estimated $15.3K and bringing the position to 12,830 shares worth $6.58M. The position accounts for 3.24% of the portfolio, ranked #7.

Virginia Wealth Management Group first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Virginia Wealth Management Group held 12,830 shares of Microsoft worth $6.58M as of Q3 2026.
  • Virginia Wealth Management Group bought 33 Microsoft shares in Q3 2026, an estimated $15.3K.
  • Microsoft made up 3.24% of Virginia Wealth Management Group's portfolio in Q3 2026, its #7 holding.
  • Virginia Wealth Management Group first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Virginia Wealth Management Group's 13F filing for Q3 2026, filed 14 Oct 2026.