Wealth Advisors of Tampa Bay’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Buy |
30,709
+2,734
| +10% | +$1.14M | 3.76% | 4 |
|
|
2025
Q4 | $13.5M | Buy |
27,975
+1,306
| +5% | +$654K | 4.67% | 2 |
|
|
2025
Q3 | $13.8M | Buy |
26,669
+5,927
| +29% | +$3.02M | 4.6% | 2 |
|
|
2025
Q2 | $10.3M | Sell |
20,742
-35
| -0.2% | -$15.2K | 3.89% | 2 |
|
|
2025
Q1 | $7.8M | Sell |
20,777
-7
| -0% | -$2.85K | 3.17% | 4 |
|
|
2024
Q4 | $8.76M | Sell |
20,784
-89
| -0.4% | -$37.9K | 3.75% | 4 |
|
|
2024
Q3 | $8.98M | Buy |
20,873
+311
| +2% | +$133K | 3.75% | 3 |
|
|
2024
Q2 | $9.19M | Buy |
20,562
+40
| +0.2% | +$16.9K | 4.29% | 3 |
|
|
2024
Q1 | $8.63M | Sell |
20,522
-573
| -3% | -$232K | 4.1% | 2 |
|
|
2023
Q4 | $7.93M | Sell |
21,095
-22,261
| -51% | -$7.92M | 3.99% | 3 |
|
|
2023
Q3 | $13.7M | Buy |
43,356
+21,356
| +97% | +$7.06M | 3.77% | 2 |
|
|
2023
Q2 | $7.49M | Sell |
22,000
-842
| -4% | -$264K | 4.11% | 2 |
|
|
2023
Q1 | $6.59M | Buy |
22,842
+177
| +0.8% | +$45.1K | 3.77% | 2 |
|
|
2022
Q4 | $5.44M | Buy |
22,665
+2,317
| +11% | +$556K | 3.37% | 4 |
|
|
2022
Q3 | $4.74M | Sell |
20,348
-20,174
| -50% | -$5.33M | 3.25% | 3 |
|
|
2022
Q2 | $10.4M | Buy |
40,522
+1,026
| +3% | +$278K | 3.21% | 3 |
|
|
2022
Q1 | $12.2M | Buy |
39,496
+1,498
| +4% | +$451K | 3.29% | 2 |
|
|
2021
Q4 | $12.8M | Buy |
37,998
+19,253
| +103% | +$6.24M | 3.13% | 2 |
|
|
2021
Q3 | $5.29M | Sell |
18,745
-652
| -3% | -$190K | 2.92% | 3 |
|
|
2021
Q2 | $5.25M | Buy |
19,397
+308
| +2% | +$78.3K | 2.92% | 2 |
|
|
2021
Q1 | $4.5M | Sell |
19,089
-75
| -0.4% | -$17.4K | 2.66% | 4 |
|
|
2020
Q4 | $4.26M | Sell |
19,164
-1,004
| -5% | -$216K | 2.97% | 3 |
|
|
2020
Q3 | $4.24M | Sell |
20,168
-658
| -3% | -$138K | 3.15% | 3 |
|
|
2020
Q2 | $4.24M | Sell |
20,826
-1,145
| -5% | -$208K | 3.53% | 2 |
|
|
2020
Q1 | $3.46M | Buy |
21,971
+25
| +0.1% | +$4.11K | 3.88% | 2 |
|
|
2019
Q4 | $3.46M | Sell |
21,946
-55
| -0.2% | -$8.08K | 3.19% | 8 |
|
|
2019
Q3 | $3.06M | Sell |
22,001
-2,457
| -10% | -$338K | 2.54% | 11 |
|
|
2019
Q2 | $3.28M | Sell |
24,458
-6,100
| -20% | -$774K | 2.38% | 15 |
|
|
2019
Q1 | $3.6M | Sell |
30,558
-5,277
| -15% | -$576K | 2.61% | 11 |
|
|
2018
Q4 | $3.64M | Hold |
35,835
| – | – | 2.96% | 11 |
|
|
2018
Q3 | $4.09M | Sell |
35,835
-5,496
| -13% | -$596K | 2.87% | 12 |
|
|
2018
Q2 | $4.15M | Sell |
41,331
-1,054
| -2% | -$102K | 3.17% | 11 |
|
|
2018
Q1 | $3.87M | Sell |
42,385
-998
| -2% | -$91.3K | 2.8% | 14 |
|
|
2017
Q4 | $3.83M | Buy |
+43,383
| New | +$3.56M | 2.62% | 15 |
|
Other funds holding MSFT
VCM
VPM
Wealth Advisors of Tampa Bay's MSFT Position: Q1 2026 in Review
Wealth Advisors of Tampa Bay increased its Microsoft (MSFT) stake by 9.8% in Q1 2026, buying an estimated $1.14M and bringing the position to 30,709 shares worth $11.4M. The position accounts for 3.76% of the portfolio, ranked #4.
Wealth Advisors of Tampa Bay first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.8M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Wealth Advisors of Tampa Bay held 30,709 shares of Microsoft worth $11.4M as of Q1 2026.
- Wealth Advisors of Tampa Bay bought 2,734 Microsoft shares in Q1 2026, an estimated $1.14M.
- Microsoft made up 3.76% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #4 holding.
- Wealth Advisors of Tampa Bay first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Wealth Advisors of Tampa Bay's Microsoft position peaked at $13.8M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.