MilWealth Group’s Microsoft MSFT Stock Holding History

MilWealth Group’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	$57K	Hold	154	–	–	0.01%	43
2025 Q4	$74.5K	Buy	154 +14	+10%	+$7.02K	0.02%	39
2025 Q3	$72.5K	Hold	140	–	–	0.02%	37
2025 Q2	$69.6K	Hold	140	–	–	0.02%	37
2025 Q1	$52.6K	Hold	140	–	–	0.01%	42
2024 Q4	$59K	Hold	140	–	–	0.02%	57
2024 Q3	$60.2K	Hold	140	–	–	0.02%	41
2024 Q2	$62.6K	Hold	140	–	–	0.02%	37
2024 Q1	$58.9K	Sell	140 -10	-7%	-$4.05K	0.02%	38
2023 Q4	$56.4K	Hold	150	–	–	0.02%	37
2023 Q3	$47.4K	Sell	150 -42	-22%	-$13.9K	0.02%	37
2023 Q2	$65.4K	Hold	192	–	–	0.03%	34
2023 Q1	$55.4K	Hold	192	–	–	0.02%	36
2022 Q4	$46K	Hold	192	–	–	0.02%	36
2022 Q3	$44.7K	Hold	192	–	–	0.02%	34
2022 Q2	$49.3K	Hold	192	–	–	0.02%	39
2022 Q1	$59.2K	Sell	192 -18	-9%	-$5.42K	0.02%	39
2021 Q4	$70.6K	Hold	210	–	–	0.03%	34
2021 Q3	$59.2K	Buy	210 +18	+9%	+$5.24K	0.02%	37
2021 Q2	$52K	Hold	192	–	–	0.02%	34
2021 Q1	$45.3K	Buy	+192	New	+$44.5K	0.02%	33
2020 Q3	–	Sell	-100	Closed	-$20.4K	–	67
2020 Q2	$20.4K	Sell	100 -177	-64%	-$32.1K	0.01%	37
2020 Q1	$43.7K	Buy	277 +17	+7%	+$2.8K	0.03%	32
2019 Q4	$41K	Hold	260	–	–	0.03%	35
2019 Q3	$36.1K	Hold	260	–	–	0.03%	36
2019 Q2	$34.8K	Hold	260	–	–	0.03%	32
2019 Q1	$30.7K	Sell	260 -365	-58%	-$39.8K	0.03%	35
2018 Q4	$63.5K	Buy	+625	New	+$67K	0.06%	25

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

MilWealth Group's MSFT Position: Q1 2026 in Review

MilWealth Group held its Microsoft (MSFT) position steady in Q1 2026 at 154 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #43.

MilWealth Group first reported a position in MSFT in Q4 2018 and has held it in 28 quarters since. The position peaked at $74.5K in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

MilWealth Group held 154 shares of Microsoft worth $57K as of Q1 2026.
MilWealth Group left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.01% of MilWealth Group's portfolio in Q1 2026, its #43 holding.
MilWealth Group first reported a position in Microsoft in Q4 2018 and has held it in 28 quarters since.
MilWealth Group's Microsoft position peaked at $74.5K in Q4 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.