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Wealth Advisory Solutions’s Microsoft MSFT Stock Holding History

Wealth Advisory Solutions’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 		$7.23M Buy
19,522
+8,010
+70% +$3.35M 1.61% 14
2025
Q4 		$5.57M Sell
11,512
-158
-1% -$79.2K 1.3% 17
2025
Q3 		$6.04M Buy
11,670
+165
+1% +$84.2K 1.46% 17
2025
Q2 		$5.72M Sell
11,505
-285
-2% -$124K 1.45% 16
2025
Q1 		$4.43M Sell
11,790
-60
-0.5% -$24.5K 1.17% 20
2024
Q4 		$4.99M Buy
11,850
+21
+0.2% +$8.95K 1.4% 18
2024
Q3 		$5.09M Sell
11,829
-550
-4% -$235K 1.4% 22
2024
Q2 		$5.53M Buy
12,379
+35
+0.3% +$14.8K 1.5% 20
2024
Q1 		$5.19M Sell
12,344
-521
-4% -$211K 1.34% 22
2023
Q4 		$4.84M Sell
12,865
-12,566
-49% -$4.47M 1.69% 19
2023
Q3 		$8.81M Sell
25,431
-7,121
-22% -$2.35M 1.72% 16
2023
Q2 		$5.78M Buy
32,552
+17,828
+121% +$5.59M 1.54% 18
2023
Q1 		$4.24M Buy
14,724
+168
+1% +$42.9K 1.13% 25
2022
Q4 		$3.49M Buy
14,556
+535
+4% +$128K 0.94% 30
2022
Q3 		$3.27M Sell
14,021
-293
-2% -$77.4K 0.9% 37
2022
Q2 		$3.68M Sell
14,314
-1,599
-10% -$434K 0.9% 43
2022
Q1 		$4.91M Buy
+15,913
New +$4.79M 1.02% 34
2021
Q3 		$4.44M Buy
15,735
+1,826
+13% +$531K 0.99% 37
2021
Q2 		$3.77M Sell
13,909
-29,872
-68% -$7.59M 0.89% 39
2021
Q1 		$7.13M Buy
43,781
+29,930
+216% +$6.94M 5.32% 4
2020
Q4 		$3.07M Sell
13,851
-656
-5% -$141K 0.83% 42
2020
Q3 		$3.05M Sell
14,507
-1,241
-8% -$261K 0.81% 41
2020
Q2 		$3.21M Sell
15,748
-1,435
-8% -$260K 0.89% 37
2020
Q1 		$2.71M Buy
17,183
+1,069
+7% +$176K 0.92% 37
2019
Q4 		$2.54M Buy
+16,114
New +$2.37M 0.67% 49

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

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

Wealth Advisory Solutions increased its Microsoft (MSFT) stake by 70% in Q1 2026, buying an estimated $3.35M and bringing the position to 19,522 shares worth $7.23M. The position accounts for 1.61% of the portfolio, ranked #14.

Wealth Advisory Solutions first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.81M in Q3 2023. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealth Advisory Solutions held 19,522 shares of Microsoft worth $7.23M as of Q1 2026.
  • Wealth Advisory Solutions bought 8,010 Microsoft shares in Q1 2026, an estimated $3.35M.
  • Microsoft made up 1.61% of Wealth Advisory Solutions's portfolio in Q1 2026, its #14 holding.
  • Wealth Advisory Solutions first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's Microsoft position peaked at $8.81M in Q3 2023.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.