Mission Wealth Management 13F: Cuts MSFT Stake by $65M

Mission Wealth Management pared back its exposure to Microsoft Corporation (NasdaqGS: MSFT), lowering its stake by 19.6% during the period. According to the firm's Form 13F filing with the SEC on October 15, 2026, the institutional investor sold 126,229 shares. That left the firm holding 518,376 shares with a reported value of $265,874,801. Because 13F filings look backward at holdings from the close of a previous quarter, this snapshot may not reflect the investor's current position today.

What Changed in Mission Wealth Management's Microsoft Position

The reduction marks a notable adjustment for Mission Wealth Management, lowering its prior count of 644,605 shares down to 518,376 shares. The 126,229-share cut lowered the overall value of the fund's tech holdings in the software provider. Institutional investors frequently rebalance portfolios for various strategy reasons, and this filing captures the fund's positioning as of its reporting date.

Other Institutional Activity in Microsoft

Other major institutional managers made differing moves on Microsoft around the same reporting cycle. Blackrock Inc. grew its holdings by 14,061,346 shares, ending with 607,367,113 shares worth about $321,327,563,718. Vanguard Capital Management LLC grew its holdings by 2,653,959 shares, ending with 485,192,007 shares worth about $256,690,825,380. State Street Corporation grew its holdings by 8,955,571 shares, ending with 315,653,206 shares worth about $166,996,324,781. Geode Capital Management, LLC grew its holdings by 1,131,007 shares, ending with 189,632,090 shares worth about $100,324,854,899. FMR, LLC reduced its holdings by 4,260,951 shares, ending with 185,960,066 shares worth about $98,382,170,647.

Microsoft Corporation Stock Down 1.4%

Microsoft shares recently traded around $526.01, sitting 4.2% above their 50-day moving average of $504.95 and 20.9% above the 200-day moving average of $435.04. The stock trades 5.0% below its 52-week high of $553.72 and 50.6% above its 52-week low of $349.20.

Recent Earnings

Microsoft generated $331,839,012,864 in trailing-twelve-month revenue alongside trailing earnings of $17.95 per share. The company posted a net profit margin of 40.3% and a return on equity of 34.0%, while revenue grew 17.7% on a year-over-year basis. The next earnings report is scheduled for October 28, 2026.

Dividend

Microsoft pays an annualized dividend yielding 0.73%, supported by a dividend payout ratio of 19.8% of earnings.

Insider Buying and Selling at Microsoft Corporation

Company insiders executed several transactions prior to the filing date. Chief Executive Officer Satya Nadella sold 86,525 shares on September 1, 2026, for a total value of $43,388,532. Chief Financial Officer Amy E. Hood sold 41,674 shares on September 14, 2026, valued at $20,764,845. Later, on October 13, 2026, CFO Amy Hood sold another 7,305 shares under a pre-arranged Rule 10b5-1 trading plan for $3,984,303.33, alongside an identical non-planned sale of 7,305 shares valued at $3,984,303.

Analysts Set New Price Targets

Wall Street analysts updated their views on the tech titan on October 15, 2026. UBS maintained a Buy rating and raised its price target from $525.00 to $675.00. Citigroup maintained a Buy rating and lifted its target from $600.00 to $636.00. Mizuho maintained an Outperform rating while boosting its target from $510.00 to $600.00. Jefferies kept a Buy rating and raised its target from $575.00 to $650.00. TD Cowen maintained a Buy rating and increased its target from $540.00 to $625.00. The stock currently holds a consensus recommendation of strong buy from 53 analysts, with a mean price target of $596.22.

About Microsoft

Microsoft Corporation develops and supports a broad suite of software, cloud infrastructure, hardware devices, and digital services for consumers and enterprise clients around the globe. Its operations span operating systems, gaming consoles, productivity applications, and cloud computing solutions headquartered out of Redmond, Washington.

Bottom Line

Investors will look toward Microsoft's upcoming earnings release on October 28, 2026, for updated performance metrics. Institutional filings like this one provide a historical look at portfolio adjustments rather than real-time trading activity. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.