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Westfuller Advisors’s Microsoft MSFT Stock Holding History

Westfuller 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 		$2.25M Sell
6,068
-648
-10% -$271K 0.97% 29
2025
Q4 		$3.25M Sell
6,716
-180
-3% -$90.2K 1.31% 18
2025
Q3 		$3.57M Buy
6,896
+2,965
+75% +$1.51M 1.62% 14
2025
Q2 		$1.96M Buy
3,931
+454
+13% +$197K 1.11% 22
2025
Q1 		$1.31M Buy
3,477
+444
+15% +$181K 0.87% 31
2024
Q4 		$1.28M Sell
3,033
-34
-1% -$14.5K 0.81% 35
2024
Q3 		$1.32M Buy
+3,067
New +$1.31M 0.95% 30
2024
Q1 		$1.23M Buy
+2,921
New +$1.18M 1.47% 24

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

Westfuller Advisors's MSFT Position: Q1 2026 in Review

Westfuller Advisors reduced its Microsoft (MSFT) stake by 9.6% in Q1 2026, selling an estimated $271K and leaving 6,068 shares worth $2.25M. The position accounts for 0.97% of the portfolio, ranked #29.

Westfuller Advisors first reported a position in MSFT in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.57M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Westfuller Advisors held 6,068 shares of Microsoft worth $2.25M as of Q1 2026.
  • Westfuller Advisors sold 648 Microsoft shares in Q1 2026, an estimated $271K.
  • Microsoft made up 0.97% of Westfuller Advisors's portfolio in Q1 2026, its #29 holding.
  • Westfuller Advisors first reported a position in Microsoft in Q1 2024 and has held it in 8 quarters since.
  • Westfuller Advisors's Microsoft position peaked at $3.57M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.