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WT Wealth Management’s Microsoft MSFT Stock Holding History

WT Wealth 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
2026
Q3 		$7.74M Sell
15,091
-491
-3% -$227K 2.17% 12
2026
Q2 		$5.81M Buy
15,582
+3,578
+30% +$1.45M 1.61% 20
2026
Q1 		$4.44M Sell
12,004
-6,773
-36% -$2.83M 1.32% 22
2025
Q4 		$9.08M Sell
18,777
-317
-2% -$159K 2.61% 8
2025
Q3 		$9.89M Sell
19,094
-317
-2% -$162K 2.85% 8
2025
Q2 		$9.65M Sell
19,411
-1,674
-8% -$727K 2.86% 8
2025
Q1 		$7.92M Sell
21,085
-2,295
-10% -$936K 2.57% 8
2024
Q4 		$9.85M Buy
23,380
+779
+3% +$332K 3.09% 6
2024
Q3 		$9.45M Buy
22,601
+496
+2% +$212K 3.02% 5
2024
Q2 		$9.88M Buy
22,105
+798
+4% +$337K 3.37% 3
2024
Q1 		$8.96M Buy
21,307
+2,832
+15% +$1.15M 3.2% 6
2023
Q4 		$6.95M Buy
18,475
+5,984
+48% +$2.13M 2.74% 9
2023
Q3 		$3.94M Buy
12,491
+2,140
+21% +$707K 1.69% 15
2023
Q2 		$3.52M Sell
10,351
-2,982
-22% -$935K 1.46% 15
2023
Q1 		$3.84M Buy
13,333
+867
+7% +$221K 1.66% 14
2022
Q4 		$2.99M Sell
12,466
-6,520
-34% -$1.56M 1.45% 21
2022
Q3 		$4.42M Buy
18,986
+4,785
+34% +$1.26M 2.22% 14
2022
Q2 		$3.65M Sell
14,201
-620
-4% -$168K 1.8% 15
2022
Q1 		$4.57M Buy
14,821
+145
+1% +$43.6K 1.75% 14
2021
Q4 		$4.94M Sell
14,676
-545
-4% -$177K 1.81% 12
2021
Q3 		$4.29M Buy
15,221
+441
+3% +$128K 1.65% 15
2021
Q2 		$4M Buy
14,780
+997
+7% +$253K 1.62% 16
2021
Q1 		$3.25M Buy
13,783
+1,651
+14% +$383K 1.5% 17
2020
Q4 		$2.7M Buy
12,132
+3,086
+34% +$664K 1.47% 13
2020
Q3 		$1.9M Buy
9,046
+829
+10% +$174K 1.26% 21
2020
Q2 		$1.67M Buy
8,217
+835
+11% +$152K 1.35% 16
2020
Q1 		$1.16M Buy
7,382
+3,014
+69% +$496K 1.23% 19
2019
Q4 		$688K Sell
4,368
-2
-0% -$294 0.52% 41
2019
Q3 		$607K Buy
+4,370
New +$601K 0.53% 45

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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

WT Wealth Management's MSFT Position: Q3 2026 in Review

WT Wealth Management reduced its Microsoft (MSFT) stake by 3.2% in Q3 2026, selling an estimated $227K and leaving 15,091 shares worth $7.74M. The position accounts for 2.17% of the portfolio, ranked #12.

WT Wealth Management first reported a position in MSFT in Q3 2019 and has held it in 29 quarters since. The position peaked at $9.89M in Q3 2025. 753 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • WT Wealth Management held 15,091 shares of Microsoft worth $7.74M as of Q3 2026.
  • WT Wealth Management sold 491 Microsoft shares in Q3 2026, an estimated $227K.
  • Microsoft made up 2.17% of WT Wealth Management's portfolio in Q3 2026, its #12 holding.
  • WT Wealth Management first reported a position in Microsoft in Q3 2019 and has held it in 29 quarters since.
  • WT Wealth Management's Microsoft position peaked at $9.89M in Q3 2025.
  • 753 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.