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B.O.S.S. Retirement Advisors’s Microsoft MSFT Stock Holding History

B.O.S.S. Retirement Advisors’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 		$4.32M Sell
11,661
-664
-5% -$278K 1.32% 15
2025
Q4 		$5.96M Sell
12,325
-2,824
-19% -$1.42M 1.88% 11
2025
Q3 		$7.85M Sell
15,149
-77
-0.5% -$39.3K 1.88% 7
2025
Q2 		$7.57M Buy
15,226
+2,293
+18% +$996K 1.9% 9
2025
Q1 		$4.85M Sell
12,933
-1,823
-12% -$743K 1.41% 17
2024
Q4 		$6.22M Sell
14,756
-38,260
-72% -$16.3M 1.74% 11
2024
Q3 		$22.8M Buy
53,016
+8,138
+18% +$3.48M 4.59% 2
2024
Q2 		$20.1M Buy
44,878
+4,416
+11% +$1.86M 5.13% 2
2024
Q1 		$15.2M Sell
40,462
-18,947
-32% -$7.67M 5.82% 1
2023
Q4 		$22.3M Buy
59,409
+2,885
+5% +$1.03M 4.33% 1
2023
Q3 		$17.8M Buy
56,524
+2,795
+5% +$924K 3.84% 1
2023
Q2 		$18.3M Sell
53,729
-1,742
-3% -$546K 3.89% 1
2023
Q1 		$16M Buy
55,471
+1,964
+4% +$501K 3.76% 2
2022
Q4 		$12.8M Buy
+53,507
New +$12.8M 3.29% 2

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

B.O.S.S. Retirement Advisors's MSFT Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors reduced its Microsoft (MSFT) stake by 5.4% in Q1 2026, selling an estimated $278K and leaving 11,661 shares worth $4.32M. The position accounts for 1.32% of the portfolio, ranked #15.

B.O.S.S. Retirement Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.8M in Q3 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • B.O.S.S. Retirement Advisors held 11,661 shares of Microsoft worth $4.32M as of Q1 2026.
  • B.O.S.S. Retirement Advisors sold 664 Microsoft shares in Q1 2026, an estimated $278K.
  • Microsoft made up 1.32% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #15 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • B.O.S.S. Retirement Advisors's Microsoft position peaked at $22.8M in Q3 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.