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Aspen Wealth Strategies’s Microsoft MSFT Stock Holding History

Aspen Wealth Strategies’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 		$2.41M Buy
6,512
+180
+3% +$75.3K 1.29% 18
2025
Q4 		$3.06M Sell
6,332
-3
-0% -$1.5K 1.68% 14
2025
Q3 		$3.28M Buy
6,335
+40
+0.6% +$20.4K 1.82% 13
2025
Q2 		$3.13M Sell
6,295
-621
-9% -$270K 1.89% 12
2025
Q1 		$2.6M Sell
6,916
-188
-3% -$76.6K 1.7% 12
2024
Q4 		$2.99M Buy
7,104
+46
+0.7% +$19.6K 1.92% 10
2024
Q3 		$3.04M Buy
7,058
+76
+1% +$32.5K 1.96% 10
2024
Q2 		$3.1M Sell
6,982
-237
-3% -$100K 2.15% 10
2024
Q1 		$3.04M Sell
7,219
-724
-9% -$293K 2.1% 10
2023
Q4 		$2.99M Sell
7,943
-14
-0.2% -$4.98K 2.17% 10
2023
Q3 		$2.51M Buy
7,957
+7
+0.1% +$2.31K 1.96% 11
2023
Q2 		$2.71M Sell
7,950
-967
-11% -$303K 2.06% 11
2023
Q1 		$2.57M Sell
8,917
-348
-4% -$88.8K 1.99% 11
2022
Q4 		$2.22M Buy
+9,265
New +$2.22M 1.78% 11

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

Aspen Wealth Strategies's MSFT Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Microsoft (MSFT) stake by 2.8% in Q1 2026, buying an estimated $75.3K and bringing the position to 6,512 shares worth $2.41M. The position accounts for 1.29% of the portfolio, ranked #18.

Aspen Wealth Strategies first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.28M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Aspen Wealth Strategies held 6,512 shares of Microsoft worth $2.41M as of Q1 2026.
  • Aspen Wealth Strategies bought 180 Microsoft shares in Q1 2026, an estimated $75.3K.
  • Microsoft made up 1.29% of Aspen Wealth Strategies's portfolio in Q1 2026, its #18 holding.
  • Aspen Wealth Strategies first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's Microsoft position peaked at $3.28M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.