Wallace Advisory Group’s Microsoft MSFT Stock Holding History

Wallace Advisory 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 Q1	$1.77M	Sell	4,779 -255	-5%	-$107K	1.89%	8
2025 Q4	$2.43M	Sell	5,034 -800	-14%	-$401K	2.55%	7
2025 Q3	$2.9M	Sell	5,834 -1,514	-21%	-$772K	2.33%	6
2025 Q2	$2.76M	Buy	7,348 +103	+1%	+$44.7K	2%	7
2025 Q1	$3.05M	Buy	7,245 +244	+3%	+$99.5K	2.11%	6
2024 Q4	$3.01M	Sell	7,001 -440	-6%	-$187K	2.08%	7
2024 Q3	$3.33M	Sell	7,441 -133	-2%	-$56.9K	2.43%	5
2024 Q2	$3.39M	Buy	7,574 +492	+7%	+$208K	2.44%	5
2024 Q1	$2.66M	Buy	7,082 +1,514	+27%	+$613K	2%	7
2023 Q4	$1.76M	Sell	5,568 -293	-5%	-$104K	1.38%	16
2023 Q3	$2M	Sell	5,861 -264	-4%	-$87.2K	1.43%	14
2023 Q2	$1.77M	Hold	6,125	–	–	1.34%	13
2023 Q1	$1.77M	Buy	6,125 +175	+3%	+$44.6K	1.34%	13
2022 Q4	$1.43M	Buy	+5,950	New	+$1.43M	1.13%	16

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

Wallace Advisory Group's MSFT Position: Q1 2026 in Review

Wallace Advisory Group reduced its Microsoft (MSFT) stake by 5.1% in Q1 2026, selling an estimated $107K and leaving 4,779 shares worth $1.77M. The position accounts for 1.89% of the portfolio, ranked #8.

Wallace Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.39M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Wallace Advisory Group held 4,779 shares of Microsoft worth $1.77M as of Q1 2026.
Wallace Advisory Group sold 255 Microsoft shares in Q1 2026, an estimated $107K.
Microsoft made up 1.89% of Wallace Advisory Group's portfolio in Q1 2026, its #8 holding.
Wallace Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Microsoft position peaked at $3.39M in Q2 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.