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Wealth Management Strategies’s Microsoft MSFT Stock Holding History

Wealth Management Strategies’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 		$925K Sell
2,498
-19
-0.8% -$7.95K 0.42% 20
2025
Q4 		$1.22M Sell
2,517
-4
-0.2% -$2K 0.56% 17
2025
Q3 		$1.31M Buy
+2,521
New +$1.29M 0.65% 16
2025
Q1 		$945K Buy
2,517
+3
+0.1% +$1.22K 0.63% 17
2024
Q4 		$10.6K Buy
+2,514
New +$1.07M 0.81% 15

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 Strategies's MSFT Position: Q1 2026 in Review

Wealth Management Strategies reduced its Microsoft (MSFT) stake by 0.75% in Q1 2026, selling an estimated $7.95K and leaving 2,498 shares worth $925K. The position accounts for 0.42% of the portfolio, ranked #20.

Wealth Management Strategies first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.31M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealth Management Strategies held 2,498 shares of Microsoft worth $925K as of Q1 2026.
  • Wealth Management Strategies sold 19 Microsoft shares in Q1 2026, an estimated $7.95K.
  • Microsoft made up 0.42% of Wealth Management Strategies's portfolio in Q1 2026, its #20 holding.
  • Wealth Management Strategies first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Strategies's Microsoft position peaked at $1.31M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.