Horizons Wealth Management’s Microsoft MSFT Stock Holding History

Horizons 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	$181K	Sell	488 -53	-10%	-$22.2K	0.12%	64
2025 Q4	$262K	Sell	541 -16	-3%	-$8.02K	0.17%	59
2025 Q3	$288K	Sell	557 -12	-2%	-$6.12K	0.2%	56
2025 Q2	$283K	Sell	569 -32	-5%	-$13.9K	0.2%	57
2025 Q1	$226K	Hold	601	–	–	0.17%	61
2024 Q4	$253K	Hold	601	–	–	0.19%	58
2024 Q3	$259K	Sell	601 -47	-7%	-$20.1K	0.2%	59
2024 Q2	$283K	Sell	648 -93	-13%	-$39.3K	0.22%	56
2024 Q1	$279K	Hold	741	–	–	0.18%	54
2023 Q4	$279K	Sell	741 -343	-32%	-$122K	0.18%	54
2023 Q3	$342K	Hold	1,084	–	–	0.25%	48
2023 Q2	$369K	Buy	1,084 +195	+22%	+$61.1K	0.26%	45
2023 Q1	$256K	Sell	889 -173	-16%	-$44.1K	0.19%	54
2022 Q4	$255K	Hold	1,062	–	–	0.2%	49
2022 Q3	$247K	Sell	1,062 -18	-2%	-$4.75K	0.23%	47
2022 Q2	$313K	Buy	+1,080	New	+$293K	0.26%	40

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

Horizons Wealth Management's MSFT Position: Q1 2026 in Review

Horizons Wealth Management reduced its Microsoft (MSFT) stake by 9.8% in Q1 2026, selling an estimated $22.2K and leaving 488 shares worth $181K. The position accounts for 0.12% of the portfolio, ranked #64.

Horizons Wealth Management first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $369K in Q2 2023. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Horizons Wealth Management held 488 shares of Microsoft worth $181K as of Q1 2026.
Horizons Wealth Management sold 53 Microsoft shares in Q1 2026, an estimated $22.2K.
Microsoft made up 0.12% of Horizons Wealth Management's portfolio in Q1 2026, its #64 holding.
Horizons Wealth Management first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Microsoft position peaked at $369K in Q2 2023.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.