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W Advisors LLC’s Microsoft MSFT Stock Holding History

W Advisors LLC’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 		$5.97M Buy
16,115
+141
+0.9% +$59K 3.06% 9
2025
Q4 		$7.73M Buy
15,974
+502
+3% +$252K 3.89% 4
2025
Q3 		$8.01M Buy
15,472
+145
+0.9% +$74K 4.22% 4
2025
Q2 		$7.62M Sell
15,327
-448
-3% -$195K 4.37% 4
2025
Q1 		$5.92M Buy
15,775
+131
+0.8% +$53.4K 3.71% 7
2024
Q4 		$6.59M Buy
15,644
+111
+0.7% +$47.3K 4.08% 7
2024
Q3 		$6.68M Buy
15,533
+342
+2% +$146K 4.12% 7
2024
Q2 		$6.79M Buy
15,191
+16
+0.1% +$6.76K 4.45% 5
2024
Q1 		$6.38M Buy
15,175
+51
+0.3% +$20.6K 4.38% 6
2023
Q4 		$5.69M Buy
15,124
+65
+0.4% +$23.1K 4.21% 7
2023
Q3 		$4.76M Buy
15,059
+327
+2% +$108K 3.91% 7
2023
Q2 		$5.02M Sell
14,732
-17
-0.1% -$5.33K 3.93% 6
2023
Q1 		$4.25M Buy
14,749
+79
+0.5% +$20.2K 3.51% 7
2022
Q4 		$3.52M Buy
14,670
+12
+0.1% +$2.88K 2.93% 9
2022
Q3 		$3.41M Hold
14,658
– – 3.18% 7
2022
Q2 		$3.76M Buy
14,658
+18
+0.1% +$4.88K 3.26% 6
2022
Q1 		$4.51M Buy
14,640
+153
+1% +$46K 3.41% 6
2021
Q4 		$4.87M Buy
+14,487
New +$4.7M 3.63% 6

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

W Advisors LLC's MSFT Position: Q1 2026 in Review

W Advisors LLC increased its Microsoft (MSFT) stake by 0.88% in Q1 2026, buying an estimated $59K and bringing the position to 16,115 shares worth $5.97M. The position accounts for 3.06% of the portfolio, ranked #9.

W Advisors LLC first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.01M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • W Advisors LLC held 16,115 shares of Microsoft worth $5.97M as of Q1 2026.
  • W Advisors LLC bought 141 Microsoft shares in Q1 2026, an estimated $59K.
  • Microsoft made up 3.06% of W Advisors LLC's portfolio in Q1 2026, its #9 holding.
  • W Advisors LLC first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's Microsoft position peaked at $8.01M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.