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Weitzel Financial Services’s Microsoft MSFT Stock Holding History

Weitzel Financial Services’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 		– Sell
-497
Closed -$235K – 51
2025
Q4 		$235K Hold
497
– – 0.09% 47
2025
Q3 		$253K Hold
497
– – 0.1% 44
2025
Q2 		$262K Buy
+497
New +$216K 0.11% 39
2025
Q1 		– Sell
-497
Closed -$211K – 41
2024
Q4 		$211K Hold
497
– – 0.1% 40
2024
Q3 		$210K Hold
497
– – 0.1% 40
2024
Q2 		$227K Hold
497
– – 0.11% 38
2024
Q1 		$211K Sell
497
-313
-39% -$127K 0.11% 36
2023
Q4 		$299K Hold
810
– – 0.16% 32
2023
Q3 		$258K Buy
810
+100
+14% +$33K 0.15% 33
2023
Q2 		$242K Hold
710
– – 0.14% 35
2023
Q1 		$204K Buy
+710
New +$181K 0.12% 36

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

Weitzel Financial Services's MSFT Position: Q1 2026 in Review

Weitzel Financial Services sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 497 shares — an estimated $235K sold.

Weitzel Financial Services first reported a position in MSFT in Q1 2023 and held it in 11 quarters. The position peaked at $299K in Q4 2023. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Weitzel Financial Services reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Weitzel Financial Services sold 497 Microsoft shares in Q1 2026, an estimated $235K.
  • Weitzel Financial Services first reported a position in Microsoft in Q1 2023 and held it in 11 quarters.
  • Weitzel Financial Services's Microsoft position peaked at $299K in Q4 2023.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Weitzel Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.