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HORAN Wealth’s Microsoft MSFT Stock Holding History

HORAN Wealth’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 		$34.4M Buy
87,978
+44,470
+102% +$18.6M 3.27% 3
2025
Q4 		$21M Buy
43,508
+1,007
+2% +$505K 3.23% 5
2025
Q3 		$22M Buy
42,501
+5,743
+16% +$2.93M 3.47% 4
2025
Q2 		$18.3M Buy
+36,758
New +$16M 5.6% 2

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

HORAN Wealth's MSFT Position: Q1 2026 in Review

HORAN Wealth increased its Microsoft (MSFT) stake by 102% in Q1 2026, buying an estimated $18.6M and bringing the position to 87,978 shares worth $34.4M. The position accounts for 3.27% of the portfolio, ranked #3.

HORAN Wealth first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • HORAN Wealth held 87,978 shares of Microsoft worth $34.4M as of Q1 2026.
  • HORAN Wealth bought 44,470 Microsoft shares in Q1 2026, an estimated $18.6M.
  • Microsoft made up 3.27% of HORAN Wealth's portfolio in Q1 2026, its #3 holding.
  • HORAN Wealth first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.