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Correct Capital Wealth Management’s Microsoft MSFT Stock Holding History

Correct Capital 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 		$6.04M Buy
16,311
+4,289
+36% +$1.79M 1.13% 17
2025
Q4 		$5.81M Buy
12,022
+3,164
+36% +$1.59M 1.09% 14
2025
Q3 		$4.59M Buy
8,858
+227
+3% +$116K 0.76% 21
2025
Q2 		$4.29M Buy
8,631
+584
+7% +$254K 0.63% 19
2025
Q1 		$3.02M Buy
8,047
+94
+1% +$38.3K 0.49% 18
2024
Q4 		$3.35M Buy
7,953
+144
+2% +$61.3K 0.67% 16
2024
Q3 		$3.36M Buy
7,809
+550
+8% +$235K 0.74% 17
2024
Q2 		$3.24M Buy
7,259
+1,170
+19% +$494K 0.76% 18
2024
Q1 		$2.56M Buy
6,089
+650
+12% +$263K 0.59% 23
2023
Q4 		$2.05M Buy
+5,439
New +$1.94M 0.52% 23

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

Correct Capital Wealth Management's MSFT Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Microsoft (MSFT) stake by 36% in Q1 2026, buying an estimated $1.79M and bringing the position to 16,311 shares worth $6.04M. The position accounts for 1.13% of the portfolio, ranked #17.

Correct Capital Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Correct Capital Wealth Management held 16,311 shares of Microsoft worth $6.04M as of Q1 2026.
  • Correct Capital Wealth Management bought 4,289 Microsoft shares in Q1 2026, an estimated $1.79M.
  • Microsoft made up 1.13% of Correct Capital Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Correct Capital Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.