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Good Steward Wealth Advisors’s Microsoft MSFT Stock Holding History

Good Steward Wealth Advisors’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 		$1.26M Sell
3,408
-234
-6% -$97.9K 0.81% 28
2025
Q4 		$1.76M Sell
3,642
-181
-5% -$90.7K 1.16% 26
2025
Q3 		$1.98M Buy
3,823
+103
+3% +$52.5K 1.37% 22
2025
Q2 		$1.85M Sell
3,720
-836
-18% -$363K 1.45% 20
2025
Q1 		$1.71M Buy
+4,556
New +$1.86M 1.56% 13

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

Good Steward Wealth Advisors's MSFT Position: Q1 2026 in Review

Good Steward Wealth Advisors reduced its Microsoft (MSFT) stake by 6.4% in Q1 2026, selling an estimated $97.9K and leaving 3,408 shares worth $1.26M. The position accounts for 0.81% of the portfolio, ranked #28.

Good Steward Wealth Advisors first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.98M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Good Steward Wealth Advisors held 3,408 shares of Microsoft worth $1.26M as of Q1 2026.
  • Good Steward Wealth Advisors sold 234 Microsoft shares in Q1 2026, an estimated $97.9K.
  • Microsoft made up 0.81% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Good Steward Wealth Advisors first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Good Steward Wealth Advisors's Microsoft position peaked at $1.98M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.