WFA Asset Management’s Microsoft MSFT Stock Holding History

WFA Asset Management’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
2025 Q3	$412K	Sell	958 -55	-5%	-$28.1K	0.22%	37
2025 Q2	$453K	Sell	1,013 -3	-0.3%	-$1.3K	0.26%	31
2025 Q1	$427K	Buy	1,016 +192	+23%	+$78.3K	0.22%	35
2024 Q4	$347K	Sell	824 -134	-14%	-$57.1K	0.19%	39
2024 Q3	$412K	Sell	958 -55	-5%	-$23.5K	0.22%	37
2024 Q2	$453K	Sell	1,013 -3	-0.3%	-$1.27K	0.26%	31
2024 Q1	$427K	Buy	1,016 +216	+27%	+$87.4K	0.22%	35
2023 Q4	$301K	Buy	800 +175	+28%	+$62.3K	0.16%	41
2023 Q3	$197K	Buy	625 +8	+1%	+$2.64K	0.12%	50
2023 Q2	$210K	Buy	617 +1	+0.2%	+$313	0.12%	49
2023 Q1	$178K	Buy	616 +2	+0.3%	+$510	0.11%	54
2022 Q4	$147K	Sell	614 -60	-9%	-$14.4K	0.1%	60
2022 Q3	$157K	Buy	674 +1	+0.1%	+$264	0.11%	53
2022 Q2	$173K	Sell	673 -6	-0.9%	-$1.63K	0.12%	52
2022 Q1	$209K	Buy	679 +9	+1%	+$2.71K	0.14%	46
2021 Q4	$225K	Buy	+670	New	+$217K	0.15%	43

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WFA Asset Management's MSFT Position: Q3 2025 in Review

WFA Asset Management reduced its Microsoft (MSFT) stake by 5.4% in Q3 2025, selling an estimated $28.1K and leaving 958 shares worth $412K. The position accounts for 0.22% of the portfolio, ranked #37.

WFA Asset Management first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. The position peaked at $453K in Q2 2025. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

WFA Asset Management held 958 shares of Microsoft worth $412K as of Q3 2025.
WFA Asset Management sold 55 Microsoft shares in Q3 2025, an estimated $28.1K.
Microsoft made up 0.22% of WFA Asset Management's portfolio in Q3 2025, its #37 holding.
WFA Asset Management first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Microsoft position peaked at $453K in Q2 2025.
5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.