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Boyd Wealth Management’s Microsoft MSFT Stock Holding History

Boyd Wealth Management’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 		– Sell
-432
Closed -$209K – 50
2025
Q4 		$209K Buy
432
+6
+1% +$3.01K 0.09% 47
2025
Q3 		$221K Sell
426
-500
-54% -$255K 0.1% 46
2025
Q2 		$461K Buy
+926
New +$402K 0.2% 38

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boyd Wealth Management's MSFT Position: Q1 2026 in Review

Boyd Wealth Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 432 shares — an estimated $209K sold.

Boyd Wealth Management first reported a position in MSFT in Q2 2025 and held it in 3 quarters. The position peaked at $461K in Q2 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Boyd Wealth Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Boyd Wealth Management sold 432 Microsoft shares in Q1 2026, an estimated $209K.
  • Boyd Wealth Management first reported a position in Microsoft in Q2 2025 and held it in 3 quarters.
  • Boyd Wealth Management's Microsoft position peaked at $461K in Q2 2025.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Boyd Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.