Xcel Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Sell |
4,090
-901
| -18% | -$365K | 0.36% | 58 |
|
|
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
Xcel Wealth Management's MSFT Position: Q2 2026 in Review
Xcel Wealth Management reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $365K and leaving 4,090 shares worth $1.53M. The position accounts for 0.36% of the portfolio, ranked #58.
Xcel Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.5M in Q4 2021. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Xcel Wealth Management held 4,090 shares of Microsoft worth $1.53M as of Q2 2026.
- Xcel Wealth Management sold 901 Microsoft shares in Q2 2026, an estimated $365K.
- Microsoft made up 0.36% of Xcel Wealth Management's portfolio in Q2 2026, its #58 holding.
- Xcel Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Xcel Wealth Management's Microsoft position peaked at $2.5M in Q4 2021.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.