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Boulder Wealth Advisors’s Microsoft MSFT Stock Holding History

Boulder Wealth 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 		$945K Sell
2,552
-146
-5% -$61.1K 0.38% 18
2025
Q4 		$1.3M Buy
2,698
+74
+3% +$37.1K 0.55% 20
2025
Q3 		$1.36M Buy
+2,624
New +$1.34M 0.63% 16
2025
Q1 		$1.03M Buy
2,739
+34
+1% +$13.9K 0.6% 13
2024
Q4 		$1.14M Buy
2,705
+136
+5% +$57.9K 0.59% 15
2024
Q3 		$1.11M Buy
2,569
+25
+1% +$10.7K 0.6% 14
2024
Q2 		$1.14M Hold
2,544
– – 0.66% 13
2024
Q1 		$1.07M Buy
+2,544
New +$1.03M 0.66% 13
2022
Q4 		$230K Buy
+960
New +$230K 0.21% 18

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

Boulder Wealth Advisors's MSFT Position: Q1 2026 in Review

Boulder Wealth Advisors reduced its Microsoft (MSFT) stake by 5.4% in Q1 2026, selling an estimated $61.1K and leaving 2,552 shares worth $945K. The position accounts for 0.38% of the portfolio, ranked #18.

Boulder Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.36M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Boulder Wealth Advisors held 2,552 shares of Microsoft worth $945K as of Q1 2026.
  • Boulder Wealth Advisors sold 146 Microsoft shares in Q1 2026, an estimated $61.1K.
  • Microsoft made up 0.38% of Boulder Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Boulder Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 9 quarters since.
  • Boulder Wealth Advisors's Microsoft position peaked at $1.36M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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