Chico Wealth RIA’s Microsoft MSFT Stock Holding History

Chico Wealth RIA’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	$752K	Sell	2,031 -450	-18%	-$188K	0.46%	21
2025 Q4	$1.2M	Buy	2,481 +311	+14%	+$156K	0.78%	11
2025 Q3	$1.12M	Sell	2,170 -39	-2%	-$19.9K	0.76%	11
2025 Q2	$1.1M	Buy	2,209 +126	+6%	+$54.7K	0.87%	9
2025 Q1	$782K	Buy	2,083 +5	+0.2%	+$2.04K	0.68%	10
2024 Q4	$876K	Sell	2,078 -250	-11%	-$106K	0.77%	9
2024 Q3	$1M	Buy	2,328 +258	+12%	+$110K	0.86%	11
2024 Q2	$925K	Buy	2,070 +157	+8%	+$66.3K	0.85%	12
2024 Q1	$805K	Buy	1,913 +461	+32%	+$187K	0.76%	13
2023 Q4	$546K	Hold	1,452	–	–	0.57%	14
2023 Q3	$458K	Sell	1,452 -4	-0.3%	-$1.32K	0.55%	13
2023 Q2	$496K	Hold	1,456	–	–	0.59%	14
2023 Q1	$420K	Hold	1,456	–	–	0.54%	14
2022 Q4	$349K	Hold	1,456	–	–	0.39%	16
2022 Q3	$339K	Hold	1,456	–	–	0.39%	18
2022 Q2	$374K	Hold	1,456	–	–	0.3%	19
2022 Q1	$449K	Buy	+1,456	New	+$438K	0.36%	19

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chico Wealth RIA's MSFT Position: Q1 2026 in Review

Chico Wealth RIA reduced its Microsoft (MSFT) stake by 18% in Q1 2026, selling an estimated $188K and leaving 2,031 shares worth $752K. The position accounts for 0.46% of the portfolio, ranked #21.

Chico Wealth RIA first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Chico Wealth RIA held 2,031 shares of Microsoft worth $752K as of Q1 2026.
Chico Wealth RIA sold 450 Microsoft shares in Q1 2026, an estimated $188K.
Microsoft made up 0.46% of Chico Wealth RIA's portfolio in Q1 2026, its #21 holding.
Chico Wealth RIA first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
Chico Wealth RIA's Microsoft position peaked at $1.2M in Q4 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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