XWM
MSFT icon

Xcel Wealth Management’s Microsoft MSFT Stock Holding History

Xcel 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
Q1 		$1.85M Buy
4,991
+246
+5% +$103K 0.51% 53
2025
Q4 		$2.29M Sell
4,745
-25
-0.5% -$12.5K 0.58% 45
2025
Q3 		$2.47M Buy
4,770
+39
+0.8% +$19.9K 0.64% 43
2025
Q2 		$2.35M Buy
4,731
+2,443
+107% +$1.06M 0.67% 42
2025
Q1 		$859K Buy
2,288
+16
+0.7% +$6.52K 0.27% 68
2024
Q4 		$957K Buy
2,272
+57
+3% +$24.3K 0.27% 63
2024
Q3 		$953K Buy
2,215
+348
+19% +$149K 0.28% 64
2024
Q2 		$835K Sell
1,867
-421
-18% -$178K 0.26% 65
2024
Q1 		$963K Buy
2,288
+259
+13% +$105K 0.3% 58
2023
Q4 		$763K Sell
2,029
-34
-2% -$12.1K 0.27% 63
2023
Q3 		$651K Sell
2,063
-4,433
-68% -$1.46M 0.26% 65
2023
Q2 		$2.21M Sell
6,496
-1,996
-24% -$626K 0.7% 40
2023
Q1 		$2.45M Buy
8,492
+7
+0.1% +$1.79K 0.86% 34
2022
Q4 		$2.03M Buy
8,485
+1,100
+15% +$264K 0.8% 38
2022
Q3 		$1.72M Buy
7,385
+600
+9% +$158K 0.64% 44
2022
Q2 		$1.74M Sell
6,785
-740
-10% -$201K 0.64% 47
2022
Q1 		$2.32M Buy
7,525
+80
+1% +$24.1K 0.64% 49
2021
Q4 		$2.5M Buy
7,445
+297
+4% +$96.3K 0.64% 47
2021
Q3 		$2.02M Buy
7,148
+9
+0.1% +$2.62K 0.58% 50
2021
Q2 		$1.93M Buy
7,139
+1,367
+24% +$347K 0.58% 46
2021
Q1 		$1.36M Buy
5,772
+406
+8% +$94.2K 0.49% 49
2020
Q4 		$1.19M Buy
5,366
+355
+7% +$76.3K 0.51% 45
2020
Q3 		$1.05M Sell
5,011
-114
-2% -$23.9K 0.54% 42
2020
Q2 		$1.04M Sell
5,125
-611
-11% -$111K 0.65% 37
2020
Q1 		$904K Buy
5,736
+2,614
+84% +$430K 0.82% 35
2019
Q4 		$492K Hold
3,122
– – 0.41% 47
2019
Q3 		$434K Sell
3,122
-1,300
-29% -$179K 0.4% 48
2019
Q2 		$592K Buy
4,422
+680
+18% +$86.3K 0.58% 40
2019
Q1 		$441K Sell
3,742
-950
-20% -$104K 0.45% 47
2018
Q4 		$476K Buy
+4,692
New +$503K 0.58% 37

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Xcel Wealth Management's MSFT Position: Q1 2026 in Review

Xcel Wealth Management increased its Microsoft (MSFT) stake by 5.2% in Q1 2026, buying an estimated $103K and bringing the position to 4,991 shares worth $1.85M. The position accounts for 0.51% of the portfolio, ranked #53.

Xcel Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.5M in Q4 2021. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Xcel Wealth Management held 4,991 shares of Microsoft worth $1.85M as of Q1 2026.
  • Xcel Wealth Management bought 246 Microsoft shares in Q1 2026, an estimated $103K.
  • Microsoft made up 0.51% of Xcel Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Xcel Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Xcel Wealth Management's Microsoft position peaked at $2.5M in Q4 2021.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.