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Whitaker-Myers Wealth Managers’s Microsoft MSFT Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		$1.6M Sell
3,124
-70
-2% -$32.4K 0.26% 57
2026
Q2 		$1.19M Buy
3,194
+19
+0.6% +$7.69K 0.2% 69
2026
Q1 		$1.18M Sell
3,175
-348
-10% -$146K 0.23% 66
2025
Q4 		$1.7M Buy
3,523
+285
+9% +$143K 0.36% 37
2025
Q3 		$1.68M Sell
3,238
-2,026
-38% -$1.03M 0.37% 38
2025
Q2 		$2.62M Buy
5,264
+1,426
+37% +$619K 0.66% 21
2025
Q1 		$1.44M Sell
3,838
-476
-11% -$194K 0.4% 28
2024
Q4 		$1.82M Sell
4,314
-41
-0.9% -$17.5K 0.53% 25
2024
Q3 		$1.87M Buy
4,355
+132
+3% +$56.4K 0.62% 23
2024
Q2 		$1.89M Buy
4,223
+170
+4% +$71.8K 0.7% 23
2024
Q1 		$1.71M Buy
4,053
+1,512
+60% +$612K 0.72% 23
2023
Q4 		$955K Buy
2,541
+1,025
+68% +$365K 0.48% 34
2023
Q3 		$479K Sell
1,516
-13
-0.9% -$4.3K 0.3% 48
2023
Q2 		$521K Buy
1,529
+304
+25% +$95.3K 0.35% 44
2023
Q1 		$353K Buy
1,225
+186
+18% +$47.4K 0.27% 52
2022
Q4 		$249K Buy
+1,039
New +$249K 0.24% 59

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Whitaker-Myers Wealth Managers's MSFT Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Microsoft (MSFT) stake by 2.2% in Q3 2026, selling an estimated $32.4K and leaving 3,124 shares worth $1.6M. The position accounts for 0.26% of the portfolio, ranked #57.

Whitaker-Myers Wealth Managers first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.62M in Q2 2025. 661 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 3,124 shares of Microsoft worth $1.6M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 70 Microsoft shares in Q3 2026, an estimated $32.4K.
  • Microsoft made up 0.26% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #57 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Microsoft position peaked at $2.62M in Q2 2025.
  • 661 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.