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Wealth Watch Advisors’s Microsoft MSFT Stock Holding History

Wealth Watch 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 		$14.8K Hold
200
– – 0.01% 111
2025
Q4 		$3.16K Buy
+200
New +$100K ﹤0.01% 590

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 Watch Advisors's MSFT Position: Q1 2026 in Review

Wealth Watch Advisors reduced its Microsoft (MSFT) stake by 34% in Q1 2026, selling an estimated $763K and leaving 3,578 shares worth $1.32M. The position accounts for 0.55% of the portfolio, ranked #31.

Wealth Watch Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.61M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealth Watch Advisors held 3,578 shares of Microsoft worth $1.32M as of Q1 2026.
  • Wealth Watch Advisors sold 1,823 Microsoft shares in Q1 2026, an estimated $763K.
  • Microsoft made up 0.55% of Wealth Watch Advisors's portfolio in Q1 2026, its #31 holding.
  • Wealth Watch Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Wealth Watch Advisors's Microsoft position peaked at $2.61M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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