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Prepared Retirement Institute’s Microsoft MSFT Stock Holding History

Prepared Retirement Institute’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 		$2.64M Buy
7,141
+1,849
+35% +$774K 1.31% 16
2025
Q4 		$2.56M Sell
5,292
-57
-1% -$28.6K 1.29% 16
2025
Q3 		$2.77M Sell
5,349
-32
-0.6% -$16.3K 1.44% 16
2025
Q2 		$2.68M Buy
5,381
+130
+2% +$56.5K 1.58% 16
2025
Q1 		$1.97M Sell
5,251
-399
-7% -$163K 1.26% 17
2024
Q4 		$2.38M Sell
5,650
-539
-9% -$230K 1.36% 16
2024
Q3 		$2.66M Buy
6,189
+31
+0.5% +$13.3K 1.61% 15
2024
Q2 		$2.75M Buy
6,158
+358
+6% +$151K 1.82% 13
2024
Q1 		$2.44M Sell
5,800
-1,208
-17% -$489K 1.82% 12
2023
Q4 		$2.64M Buy
+7,008
New +$2.49M 1.97% 12

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

Prepared Retirement Institute's MSFT Position: Q1 2026 in Review

Prepared Retirement Institute increased its Microsoft (MSFT) stake by 35% in Q1 2026, buying an estimated $774K and bringing the position to 7,141 shares worth $2.64M. The position accounts for 1.31% of the portfolio, ranked #16.

Prepared Retirement Institute first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.77M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Prepared Retirement Institute held 7,141 shares of Microsoft worth $2.64M as of Q1 2026.
  • Prepared Retirement Institute bought 1,849 Microsoft shares in Q1 2026, an estimated $774K.
  • Microsoft made up 1.31% of Prepared Retirement Institute's portfolio in Q1 2026, its #16 holding.
  • Prepared Retirement Institute first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Prepared Retirement Institute's Microsoft position peaked at $2.77M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.