Wells Financial Advisors’s Microsoft MSFT Stock Holding History

Wells Financial 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	–	Sell	-133	Closed	-$64.3K	–	64
2025 Q4	$64.3K	Sell	133 -170	-56%	-$85.2K	0.12%	51
2025 Q3	$157K	Hold	303	–	–	0.21%	47
2025 Q2	$151K	Buy	303 +133	+78%	+$57.8K	0.21%	45
2025 Q1	$63.8K	Hold	170	–	–	0.09%	55
2024 Q4	$71.7K	Hold	170	–	–	0.1%	55
2024 Q3	$73.2K	Hold	170	–	–	0.1%	54
2024 Q2	$76K	Hold	170	–	–	0.05%	63
2024 Q1	$71.5K	Hold	170	–	–	0.05%	53
2023 Q4	$63.9K	Hold	170	–	–	0.05%	49
2023 Q3	$53.7K	Hold	170	–	–	0.04%	51
2023 Q2	$57.9K	Hold	170	–	–	0.04%	49
2023 Q1	$49K	Hold	170	–	–	0.04%	51
2022 Q4	$40.8K	Hold	170	–	–	0.03%	51
2022 Q3	$40K	Hold	170	–	–	0.04%	53
2022 Q2	$44K	Hold	170	–	–	0.04%	47
2022 Q1	$52K	Hold	170	–	–	0.04%	45
2021 Q4	$57K	Hold	170	–	–	0.05%	47
2021 Q3	$48K	Hold	170	–	–	0.04%	47
2021 Q2	$46K	Hold	170	–	–	0.04%	49
2021 Q1	$40K	Sell	170 -350	-67%	-$81.2K	0.04%	51
2020 Q4	$116K	Buy	+520	New	+$112K	0.1%	41

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Financial Advisors's MSFT Position: Q1 2026 in Review

Wells Financial Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 133 shares — an estimated $64.3K sold.

Wells Financial Advisors first reported a position in MSFT in Q4 2020 and held it in 21 quarters. The position peaked at $157K in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Wells Financial Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Wells Financial Advisors sold 133 Microsoft shares in Q1 2026, an estimated $64.3K.
Wells Financial Advisors first reported a position in Microsoft in Q4 2020 and held it in 21 quarters.
Wells Financial Advisors's Microsoft position peaked at $157K in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.