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Discipline Wealth Solutions’s Microsoft MSFT Stock Holding History

Discipline Wealth Solutions’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 		$2.15M Buy
5,802
+630
+12% +$264K 0.23% 60
2025
Q4 		$2.5M Buy
5,172
+831
+19% +$416K 0.46% 44
2025
Q3 		$2.25M Buy
4,341
+697
+19% +$356K 0.59% 34
2025
Q2 		$1.81M Buy
3,644
+943
+35% +$410K 0.69% 27
2025
Q1 		$1.01M Hold
2,701
– – 0.48% 28
2024
Q4 		$1.14M Buy
2,701
+42
+2% +$17.9K 0.53% 28
2024
Q3 		$1.14M Buy
2,659
+2,138
+410% +$914K 0.6% 24
2024
Q2 		$233K Buy
+521
New +$220K 0.18% 25

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

Discipline Wealth Solutions's MSFT Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $264K and bringing the position to 5,802 shares worth $2.15M. The position accounts for 0.23% of the portfolio, ranked #60.

Discipline Wealth Solutions first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Discipline Wealth Solutions held 5,802 shares of Microsoft worth $2.15M as of Q1 2026.
  • Discipline Wealth Solutions bought 630 Microsoft shares in Q1 2026, an estimated $264K.
  • Microsoft made up 0.23% of Discipline Wealth Solutions's portfolio in Q1 2026, its #60 holding.
  • Discipline Wealth Solutions first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Discipline Wealth Solutions's Microsoft position peaked at $2.5M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.