W
MSFT icon

WPWealth’s Microsoft MSFT Stock Holding History

WPWealth’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 		$1.1M Sell
2,960
-94
-3% -$39.3K 0.17% 41
2025
Q4 		$1.48M Buy
3,054
+335
+12% +$168K 0.23% 31
2025
Q3 		$1.41M Buy
2,719
+18
+0.7% +$9.18K 0.23% 32
2025
Q2 		$1.34M Buy
2,701
+61
+2% +$26.5K 0.24% 33
2025
Q1 		$991K Buy
2,640
+113
+4% +$46.1K 0.2% 37
2024
Q4 		$1.07M Sell
2,527
-1,118
-31% -$476K 0.22% 33
2024
Q3 		$1.57M Buy
3,645
+200
+6% +$85.5K 0.33% 21
2024
Q2 		$1.54M Sell
3,445
-71
-2% -$30K 0.37% 21
2024
Q1 		$1.48M Buy
3,516
+228
+7% +$92.3K 0.38% 22
2023
Q4 		$1.24M Buy
3,288
+40
+1% +$14.2K 0.38% 24
2023
Q3 		$1.03M Buy
3,248
+37
+1% +$12.2K 0.39% 22
2023
Q2 		$1.09M Buy
3,211
+390
+14% +$122K 0.47% 24
2023
Q1 		$813K Buy
2,821
+219
+8% +$55.9K 0.38% 26
2022
Q4 		$624K Buy
+2,602
New +$624K 0.33% 24

Other funds holding MSFT

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return