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Wealth Preservation Advisors’s Microsoft MSFT Stock Holding History

Wealth Preservation Advisors’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 		$8.42M Sell
22,753
-1,351
-6% -$565K 7% 4
2025
Q4 		$11.7M Sell
24,104
-146
-0.6% -$73.2K 5.87% 5
2025
Q3 		$12.6M Buy
24,250
+40
+0.2% +$20.4K 7.31% 4
2025
Q2 		$12M Sell
24,210
-6
-0% -$2.61K 7.42% 4
2025
Q1 		$9.09M Buy
+24,216
New +$9.87M 6.5% 4

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 Preservation Advisors's MSFT Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Microsoft (MSFT) stake by 5.6% in Q1 2026, selling an estimated $565K and leaving 22,753 shares worth $8.42M. The position accounts for 7% of the portfolio, ranked #4.

Wealth Preservation Advisors first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.6M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealth Preservation Advisors held 22,753 shares of Microsoft worth $8.42M as of Q1 2026.
  • Wealth Preservation Advisors sold 1,351 Microsoft shares in Q1 2026, an estimated $565K.
  • Microsoft made up 7% of Wealth Preservation Advisors's portfolio in Q1 2026, its #4 holding.
  • Wealth Preservation Advisors first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Microsoft position peaked at $12.6M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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