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Buck Wealth Strategies’s Microsoft MSFT Stock Holding History

Buck 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 		$16.9M Buy
45,731
+8,172
+22% +$3.42M 2.09% 10
2025
Q4 		$18.2M Buy
37,559
+2,258
+6% +$1.13M 2.31% 9
2025
Q3 		$18.3M Buy
35,301
+853
+2% +$435K 2.51% 8
2025
Q2 		$17.1M Buy
34,448
+3,380
+11% +$1.47M 2.61% 5
2025
Q1 		$11.7M Buy
31,068
+4,466
+17% +$1.82M 2.12% 9
2024
Q4 		$11.2M Buy
26,602
+7,514
+39% +$3.2M 2.33% 11
2024
Q3 		$8.21M Sell
19,088
-2,074
-10% -$887K 2.59% 10
2024
Q2 		$9.46M Buy
21,162
+10,158
+92% +$4.29M 2.79% 9
2024
Q1 		$4.63M Sell
11,004
-7,669
-41% -$3.1M 1.59% 24
2023
Q4 		$7.02M Buy
18,673
+342
+2% +$122K 2.6% 21
2023
Q3 		$5.79M Buy
18,331
+357
+2% +$118K 2.33% 15
2023
Q2 		$6.12M Sell
17,974
-2,178
-11% -$683K 2.65% 6
2023
Q1 		$5.81M Buy
+20,152
New +$5.14M 2.83% 4
2022
Q3 		$5.29M Buy
+16,742
New +$4.42M 2.47% 16

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

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

Buck Wealth Strategies increased its Microsoft (MSFT) stake by 22% in Q1 2026, buying an estimated $3.42M and bringing the position to 45,731 shares worth $16.9M. The position accounts for 2.09% of the portfolio, ranked #10.

Buck Wealth Strategies first reported a position in MSFT in Q3 2022 and has held it in 14 quarters since. The position peaked at $18.3M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Buck Wealth Strategies held 45,731 shares of Microsoft worth $16.9M as of Q1 2026.
  • Buck Wealth Strategies bought 8,172 Microsoft shares in Q1 2026, an estimated $3.42M.
  • Microsoft made up 2.09% of Buck Wealth Strategies's portfolio in Q1 2026, its #10 holding.
  • Buck Wealth Strategies first reported a position in Microsoft in Q3 2022 and has held it in 14 quarters since.
  • Buck Wealth Strategies's Microsoft position peaked at $18.3M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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