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Wealth Management Nebraska’s Microsoft MSFT Stock Holding History

Wealth Management Nebraska’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 		$1.97M Sell
5,311
-58
-1% -$24.3K 0.2% 29
2025
Q4 		$2.6M Buy
5,369
+1,416
+36% +$710K 0.3% 25
2025
Q3 		$2.05M Buy
3,953
+14
+0.4% +$7.14K 0.24% 26
2025
Q2 		$1.95M Buy
3,939
+25
+0.6% +$10.9K 0.26% 25
2025
Q1 		$1.47M Buy
3,914
+1,089
+39% +$444K 0.22% 25
2024
Q4 		$1.19M Buy
+2,825
New +$1.2M 0.19% 27

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 Management Nebraska's MSFT Position: Q1 2026 in Review

Wealth Management Nebraska reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $24.3K and leaving 5,311 shares worth $1.97M. The position accounts for 0.2% of the portfolio, ranked #29.

Wealth Management Nebraska first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealth Management Nebraska held 5,311 shares of Microsoft worth $1.97M as of Q1 2026.
  • Wealth Management Nebraska sold 58 Microsoft shares in Q1 2026, an estimated $24.3K.
  • Microsoft made up 0.2% of Wealth Management Nebraska's portfolio in Q1 2026, its #29 holding.
  • Wealth Management Nebraska first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Wealth Management Nebraska's Microsoft position peaked at $2.6M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.