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Abundance Wealth Counselors’s Microsoft MSFT Stock Holding History

Abundance Wealth Counselors’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 		$9.3M Buy
25,121
+3,534
+16% +$1.48M 1.33% 14
2025
Q4 		$10.4M Sell
21,587
-15
-0.1% -$7.52K 1.76% 12
2025
Q3 		$11.2M Sell
21,602
-1,120
-5% -$571K 1.92% 11
2025
Q2 		$11.2M Buy
22,722
+764
+3% +$332K 2.1% 10
2025
Q1 		$8.3M Buy
21,958
+822
+4% +$335K 1.74% 13
2024
Q4 		$8.91M Buy
21,136
+521
+3% +$222K 1.94% 11
2024
Q3 		$8.87M Buy
+20,615
New +$8.81M 1.84% 11
2024
Q2 		– Sell
-20,324
Closed -$8.55M – 118
2024
Q1 		$8.55M Sell
20,324
-440
-2% -$178K 1.97% 9
2023
Q4 		$7.81M Buy
20,764
+877
+4% +$312K 2.03% 9
2023
Q3 		$6.28M Buy
+19,887
New +$6.57M 1.79% 9
2023
Q2 		– Sell
-22,520
Closed -$6.49M – 115
2023
Q1 		$6.49M Buy
22,520
+2,847
+14% +$726K 1.64% 10
2022
Q4 		$4.72M Buy
19,673
+821
+4% +$197K 1.28% 13
2022
Q3 		$4.39M Buy
18,852
+260
+1% +$68.7K 1.26% 12
2022
Q2 		$4.78M Buy
18,592
+1,977
+12% +$537K 1.29% 12
2022
Q1 		$5.12M Buy
16,615
+5,265
+46% +$1.58M 1.39% 11
2021
Q4 		$3.82M Buy
+11,350
New +$3.68M 0.98% 14
2021
Q3 		– Sell
-11,152
Closed -$3.02M – 90
2021
Q2 		$3.02M Buy
11,152
+1,828
+20% +$465K 0.78% 13
2021
Q1 		$2.2M Buy
9,324
+399
+4% +$92.6K 0.55% 14
2020
Q4 		$1.99M Buy
8,925
+906
+11% +$195K 0.5% 15
2020
Q3 		$1.69M Buy
8,019
+311
+4% +$65.3K 0.49% 16
2020
Q2 		$1.57M Buy
7,708
+5,512
+251% +$1M 0.48% 15
2020
Q1 		$346K Buy
2,196
+200
+10% +$32.9K 0.12% 22
2019
Q4 		$315K Buy
1,996
+5
+0.3% +$735 0.09% 26
2019
Q3 		$277K Buy
1,991
+6
+0.3% +$825 0.08% 25
2019
Q2 		$266K Buy
1,985
+37
+2% +$4.7K 0.08% 23
2019
Q1 		$230K Sell
1,948
-70
-3% -$7.64K 0.08% 24
2018
Q4 		$205K Buy
+2,018
New +$216K 0.08% 24

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

Abundance Wealth Counselors's MSFT Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Microsoft (MSFT) stake by 16% in Q1 2026, buying an estimated $1.48M and bringing the position to 25,121 shares worth $9.3M. The position accounts for 1.33% of the portfolio, ranked #14.

Abundance Wealth Counselors first reported a position in MSFT in Q4 2018 and has held it in 27 quarters since. The position peaked at $11.2M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Abundance Wealth Counselors held 25,121 shares of Microsoft worth $9.3M as of Q1 2026.
  • Abundance Wealth Counselors bought 3,534 Microsoft shares in Q1 2026, an estimated $1.48M.
  • Microsoft made up 1.33% of Abundance Wealth Counselors's portfolio in Q1 2026, its #14 holding.
  • Abundance Wealth Counselors first reported a position in Microsoft in Q4 2018 and has held it in 27 quarters since.
  • Abundance Wealth Counselors's Microsoft position peaked at $11.2M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.