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H&H Retirement Design & Management’s Microsoft MSFT Stock Holding History

H&H Retirement Design & 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 		$414K Buy
+1,000
New +$418K 0.19% 68

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

H&H Retirement Design & Management's MSFT Position: Q1 2026 in Review

H&H Retirement Design & Management increased its Microsoft (MSFT) stake by 8.6% in Q1 2026, buying an estimated $115K and bringing the position to 3,498 shares worth $1.45M. The position accounts for 0.68% of the portfolio, ranked #32.

H&H Retirement Design & Management first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • H&H Retirement Design & Management held 3,498 shares of Microsoft worth $1.45M as of Q1 2026.
  • H&H Retirement Design & Management bought 276 Microsoft shares in Q1 2026, an estimated $115K.
  • Microsoft made up 0.68% of H&H Retirement Design & Management's portfolio in Q1 2026, its #32 holding.
  • H&H Retirement Design & Management first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • H&H Retirement Design & Management's Microsoft position peaked at $1.51M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.