WHCFA
MSFT icon

William Howard & Co Financial Advisors’s Microsoft MSFT Stock Holding History

William Howard & Co 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
-505
Closed -$244K – 57
2025
Q4 		$244K Hold
505
– – 0.21% 48
2025
Q3 		$262K Sell
505
-111
-18% -$56.6K 0.22% 44
2025
Q2 		$307K Hold
616
– – 0.27% 40
2025
Q1 		$231K Buy
+616
New +$251K 0.22% 47

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Howard & Co Financial Advisors's MSFT Position: Q1 2026 in Review

William Howard & Co Financial Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 505 shares — an estimated $244K sold.

William Howard & Co Financial Advisors first reported a position in MSFT in Q1 2025 and held it in 4 quarters. The position peaked at $307K in Q2 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • William Howard & Co Financial Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • William Howard & Co Financial Advisors sold 505 Microsoft shares in Q1 2026, an estimated $244K.
  • William Howard & Co Financial Advisors first reported a position in Microsoft in Q1 2025 and held it in 4 quarters.
  • William Howard & Co Financial Advisors's Microsoft position peaked at $307K in Q2 2025.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.