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Boomfish Wealth Group’s Microsoft MSFT Stock Holding History

Boomfish Wealth Group’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 		$3.36M Buy
9,080
+281
+3% +$118K 1.79% 13
2025
Q4 		$4.26M Sell
8,799
-236
-3% -$118K 2.27% 8
2025
Q3 		$4.68M Buy
9,035
+361
+4% +$184K 2.52% 5
2025
Q2 		$4.31M Buy
8,674
+48
+0.6% +$20.8K 2.49% 5
2025
Q1 		$3.24M Buy
8,626
+252
+3% +$103K 2.1% 6
2024
Q4 		$3.53M Buy
8,374
+177
+2% +$75.4K 2.14% 7
2024
Q3 		$3.53M Sell
8,197
-213
-3% -$91K 2.16% 6
2024
Q2 		$3.76M Sell
8,410
-345
-4% -$146K 2.43% 3
2024
Q1 		$3.68M Sell
8,755
-903
-9% -$366K 2.48% 2
2023
Q4 		$3.63M Buy
+9,658
New +$3.44M 2.62% 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

Boomfish Wealth Group's MSFT Position: Q1 2026 in Review

Boomfish Wealth Group increased its Microsoft (MSFT) stake by 3.2% in Q1 2026, buying an estimated $118K and bringing the position to 9,080 shares worth $3.36M. The position accounts for 1.79% of the portfolio, ranked #13.

Boomfish Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.68M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Boomfish Wealth Group held 9,080 shares of Microsoft worth $3.36M as of Q1 2026.
  • Boomfish Wealth Group bought 281 Microsoft shares in Q1 2026, an estimated $118K.
  • Microsoft made up 1.79% of Boomfish Wealth Group's portfolio in Q1 2026, its #13 holding.
  • Boomfish Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Boomfish Wealth Group's Microsoft position peaked at $4.68M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.