WESPAC Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Sell |
4,390
-315
| -7% | -$132K | 0.89% | 25 |
|
|
2025
Q4 | $2.28M | Buy |
4,705
+1,023
| +28% | +$513K | 1.23% | 19 |
|
|
2025
Q3 | $1.91M | Buy |
3,682
+552
| +18% | +$282K | 1.11% | 20 |
|
|
2025
Q2 | $1.56M | Sell |
3,130
-63
| -2% | -$27.4K | 1.09% | 19 |
|
|
2025
Q1 | $1.2M | Buy |
3,193
+28
| +0.9% | +$11.4K | 0.98% | 27 |
|
|
2024
Q4 | $1.33M | Hold |
3,165
| – | – | 0.98% | 23 |
|
|
2024
Q3 | $1.36M | Sell |
3,165
-54
| -2% | -$23.1K | 1.01% | 29 |
|
|
2024
Q2 | $1.44M | Sell |
3,219
-599
| -16% | -$253K | 1.13% | 22 |
|
|
2024
Q1 | $1.61M | Sell |
3,818
-64
| -2% | -$25.9K | 0.94% | 28 |
|
|
2023
Q4 | $1.46M | Buy |
3,882
+316
| +9% | +$112K | 1.01% | 26 |
|
|
2023
Q3 | $1.13M | Buy |
3,566
+250
| +8% | +$82.6K | 0.84% | 40 |
|
|
2023
Q2 | $1.13M | Buy |
3,316
+902
| +37% | +$283K | 0.9% | 38 |
|
|
2023
Q1 | $696K | Sell |
2,414
-26,196
| -92% | -$6.68M | 0.66% | 53 |
|
|
2022
Q4 | $6.86M | Sell |
28,610
-96
| -0.3% | -$23K | 11.88% | 1 |
|
|
2022
Q3 | $6.69M | Sell |
28,706
-1,415
| -5% | -$374K | 9% | 2 |
|
|
2022
Q2 | $7.74M | Buy |
30,121
+27,278
| +959% | +$7.4M | 5.9% | 3 |
|
|
2022
Q1 | $877K | Buy |
2,843
+365
| +15% | +$110K | 0.95% | 46 |
|
|
2021
Q4 | $833K | Sell |
2,478
-749
| -23% | -$243K | 0.56% | 73 |
|
|
2021
Q3 | $910K | Buy |
+3,227
| New | +$939K | 0.56% | 69 |
|
|
2021
Q2 | – | Sell |
-3,025
| Closed | -$713K | – | 141 |
|
|
2021
Q1 | $713K | Sell |
3,025
-1,456
| -32% | -$338K | 0.53% | 70 |
|
|
2020
Q4 | $997K | Buy |
4,481
+1,699
| +61% | +$365K | 0.77% | 55 |
|
|
2020
Q3 | $585K | Sell |
2,782
-364
| -12% | -$76.5K | 0.72% | 57 |
|
|
2020
Q2 | $640K | Sell |
3,146
-441
| -12% | -$80.1K | 0.73% | 56 |
|
|
2020
Q1 | $566K | Buy |
3,587
+269
| +8% | +$44.2K | 1.36% | 24 |
|
|
2019
Q4 | $523K | Sell |
3,318
-677
| -17% | -$99.5K | 0.51% | 64 |
|
|
2019
Q3 | $555K | Sell |
3,995
-1,280
| -24% | -$176K | 0.55% | 61 |
|
|
2019
Q2 | $707K | Buy |
5,275
+2,257
| +75% | +$287K | 0.53% | 55 |
|
|
2019
Q1 | $354K | Buy |
3,018
+285
| +10% | +$31.1K | 0.24% | 85 |
|
|
2018
Q4 | $278K | Sell |
2,733
-10,174
| -79% | -$1.09M | 0.27% | 76 |
|
|
2018
Q3 | $1.48M | Buy |
12,907
+5,059
| +64% | +$548K | 0.86% | 44 |
|
|
2018
Q2 | $774K | Sell |
7,848
-2,553
| -25% | -$247K | 0.8% | 41 |
|
|
2018
Q1 | $949K | Buy |
10,401
+4,325
| +71% | +$396K | 0.58% | 57 |
|
|
2017
Q4 | $520K | Sell |
6,076
-5,058
| -45% | -$415K | 0.48% | 66 |
|
|
2017
Q3 | $829K | Sell |
11,134
-81
| -0.7% | -$5.92K | 0.55% | 55 |
|
|
2017
Q2 | $773K | Buy |
11,215
+2,172
| +24% | +$149K | 0.53% | 62 |
|
|
2017
Q1 | $596K | Sell |
9,043
-272
| -3% | -$17.4K | 0.69% | 53 |
|
|
2016
Q4 | $579K | Sell |
9,315
-2,147
| -19% | -$129K | 0.65% | 50 |
|
|
2016
Q3 | $660K | Buy |
+11,462
| New | +$647K | 0.75% | 52 |
|
|
2014
Q4 | – | Sell |
-4,724
| Closed | -$219K | – | 145 |
|
|
2014
Q3 | $219K | Buy |
+4,724
| New | +$211K | 0.18% | 115 |
|
|
2013
Q3 | – | Sell |
-39,227
| Closed | -$1.35M | – | 123 |
|
|
2013
Q2 | $1.35M | Buy |
+39,227
| New | +$1.29M | 2.06% | 8 |
|
Other funds holding MSFT
VCM
VPM
WESPAC Advisors's MSFT Position: Q1 2026 in Review
WESPAC Advisors reduced its Microsoft (MSFT) stake by 6.7% in Q1 2026, selling an estimated $132K and leaving 4,390 shares worth $1.63M. The position accounts for 0.89% of the portfolio, ranked #25.
WESPAC Advisors first reported a position in MSFT in Q2 2013 and has held it in 40 quarters since. The position peaked at $7.74M in Q2 2022. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- WESPAC Advisors held 4,390 shares of Microsoft worth $1.63M as of Q1 2026.
- WESPAC Advisors sold 315 Microsoft shares in Q1 2026, an estimated $132K.
- Microsoft made up 0.89% of WESPAC Advisors's portfolio in Q1 2026, its #25 holding.
- WESPAC Advisors first reported a position in Microsoft in Q2 2013 and has held it in 40 quarters since.
- WESPAC Advisors's Microsoft position peaked at $7.74M in Q2 2022.
- 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.