Guided Capital Wealth Management’s Microsoft MSFT Stock Holding History

Guided 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	$2.2M	Buy	5,933 +239	+4%	+$100K	1.45%	21
2025 Q4	$2.75M	Buy	5,694 +238	+4%	+$119K	1.93%	19
2025 Q3	$2.83M	Buy	5,456 +51	+0.9%	+$26K	2.42%	14
2025 Q2	$2.69M	Buy	5,405 +21	+0.4%	+$9.12K	2.07%	17
2025 Q1	$2.02M	Buy	5,384 +1,468	+37%	+$599K	1.69%	20
2024 Q4	$1.65M	Buy	+3,916	New	+$1.67M	1.51%	16

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

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

Guided Capital Wealth Management increased its Microsoft (MSFT) stake by 4.2% in Q1 2026, buying an estimated $100K and bringing the position to 5,933 shares worth $2.2M. The position accounts for 1.45% of the portfolio, ranked #21.

Guided Capital Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.83M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Guided Capital Wealth Management held 5,933 shares of Microsoft worth $2.2M as of Q1 2026.
Guided Capital Wealth Management bought 239 Microsoft shares in Q1 2026, an estimated $100K.
Microsoft made up 1.45% of Guided Capital Wealth Management's portfolio in Q1 2026, its #21 holding.
Guided Capital Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Guided Capital Wealth Management's Microsoft position peaked at $2.83M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.