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Peloton Wealth Strategists’s Microsoft MSFT Stock Holding History

Peloton Wealth Strategists’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 		$5.42M Sell
14,630
-297
-2% -$124K 2.19% 13
2025
Q4 		$7.22M Sell
14,927
-1,140
-7% -$571K 2.8% 10
2025
Q3 		$8.32M Sell
16,067
-263
-2% -$134K 3.27% 5
2025
Q2 		$8.12M Buy
16,330
+3
+0% +$1.3K 3.26% 5
2025
Q1 		$6.13M Sell
16,327
-430
-3% -$175K 2.56% 12
2024
Q4 		$7.06M Sell
16,757
-195
-1% -$83.1K 2.85% 9
2024
Q3 		$7.29M Sell
16,952
-547
-3% -$234K 2.9% 7
2024
Q2 		$7.82M Buy
17,499
+71
+0.4% +$30K 3.22% 3
2024
Q1 		$7.33M Sell
17,428
-165
-0.9% -$66.8K 2.98% 4
2023
Q4 		$6.62M Sell
17,593
-472
-3% -$168K 2.87% 5
2023
Q3 		$5.7M Sell
18,065
-2,318
-11% -$766K 2.63% 8
2023
Q2 		$6.94M Sell
20,383
-1,275
-6% -$400K 3.07% 3
2023
Q1 		$6.24M Hold
21,658
– – 2.85% 4
2022
Q4 		$5.19M Buy
21,658
+170
+0.8% +$40.8K 2.5% 10
2022
Q3 		$5M Buy
21,488
+229
+1% +$60.5K 2.6% 8
2022
Q2 		$5.46M Sell
21,259
-1,180
-5% -$320K 2.66% 8
2022
Q1 		$6.92M Sell
22,439
-185
-0.8% -$55.7K 2.89% 5
2021
Q4 		$7.61M Sell
22,624
-1,255
-5% -$407K 3.05% 4
2021
Q3 		$6.73M Sell
23,879
-674
-3% -$196K 2.76% 6
2021
Q2 		$6.65M Buy
24,553
+1,771
+8% +$450K 2.74% 6
2021
Q1 		$5.37M Buy
22,782
+166
+0.7% +$38.5K 2.52% 9
2020
Q4 		$5.03M Buy
22,616
+225
+1% +$48.4K 2.49% 12
2020
Q3 		$4.71M Buy
22,391
+286
+1% +$60.1K 2.64% 7
2020
Q2 		$4.5M Buy
22,105
+5,405
+32% +$981K 2.83% 5
2020
Q1 		$2.63M Buy
16,700
+15,100
+944% +$2.48M 2.15% 15
2019
Q4 		$252K Buy
+1,600
New +$235K 0.15% 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

Peloton Wealth Strategists's MSFT Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Microsoft (MSFT) stake by 2% in Q1 2026, selling an estimated $124K and leaving 14,630 shares worth $5.42M. The position accounts for 2.19% of the portfolio, ranked #13.

Peloton Wealth Strategists first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.32M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Peloton Wealth Strategists held 14,630 shares of Microsoft worth $5.42M as of Q1 2026.
  • Peloton Wealth Strategists sold 297 Microsoft shares in Q1 2026, an estimated $124K.
  • Microsoft made up 2.19% of Peloton Wealth Strategists's portfolio in Q1 2026, its #13 holding.
  • Peloton Wealth Strategists first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Peloton Wealth Strategists's Microsoft position peaked at $8.32M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.