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VSM Wealth Advisory’s Microsoft MSFT Stock Holding History

VSM Wealth Advisory’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 		$1.86M Sell
5,014
-1,410
-22% -$590K 0.55% 27
2025
Q4 		$3.11M Hold
6,424
– – 0.93% 22
2025
Q3 		$3.33M Sell
6,424
-59
-0.9% -$30.1K 1.03% 22
2025
Q2 		$3.22M Hold
6,483
– – 1.07% 22
2025
Q1 		$2.43M Sell
6,483
-22
-0.3% -$8.97K 0.87% 26
2024
Q4 		$2.74M Buy
+6,505
New +$2.77M 0.98% 25

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

VSM Wealth Advisory's MSFT Position: Q1 2026 in Review

VSM Wealth Advisory reduced its Microsoft (MSFT) stake by 22% in Q1 2026, selling an estimated $590K and leaving 5,014 shares worth $1.86M. The position accounts for 0.55% of the portfolio, ranked #27.

VSM Wealth Advisory first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.33M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • VSM Wealth Advisory held 5,014 shares of Microsoft worth $1.86M as of Q1 2026.
  • VSM Wealth Advisory sold 1,410 Microsoft shares in Q1 2026, an estimated $590K.
  • Microsoft made up 0.55% of VSM Wealth Advisory's portfolio in Q1 2026, its #27 holding.
  • VSM Wealth Advisory first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Microsoft position peaked at $3.33M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.