Redmont Wealth Advisors’s Microsoft MSFT Stock Holding History

Redmont Wealth Advisors’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
2025 Q4	$314K	Sell	649 -434	-40%	-$217K	0.48%	47
2025 Q3	$561K	Hold	1,083	–	–	0.78%	39
2025 Q2	$539K	Buy	1,083 +938	+647%	+$407K	0.79%	37
2025 Q1	$54.4K	Sell	145 -938	-87%	-$382K	0.11%	78
2024 Q4	$456K	Hold	1,083	–	–	0.79%	39
2024 Q3	$466K	Sell	1,083 -400	-27%	-$171K	0.72%	42
2024 Q2	$663K	Hold	1,483	–	–	1.04%	22
2024 Q1	$624K	Sell	1,483 -129	-8%	-$52.2K	0.86%	38
2023 Q4	$606K	Hold	1,612	–	–	0.88%	40
2023 Q3	$509K	Hold	1,612	–	–	0.89%	39
2023 Q2	$549K	Buy	1,612 +129	+9%	+$40.4K	0.94%	27
2023 Q1	$428K	Sell	1,483 -1,262	-46%	-$322K	0.86%	35
2022 Q4	$658K	Buy	2,745 +445	+19%	+$107K	0.77%	28
2022 Q3	$536K	Hold	2,300	–	–	0.7%	32
2022 Q2	$591K	Hold	2,300	–	–	0.72%	30
2022 Q1	$709K	Buy	2,300 +100	+5%	+$30.1K	0.75%	29
2021 Q4	$740K	Buy	+2,200	New	+$713K	0.79%	30

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Redmont Wealth Advisors's MSFT Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Microsoft (MSFT) stake by 40% in Q4 2025, selling an estimated $217K and leaving 649 shares worth $314K. The position accounts for 0.48% of the portfolio, ranked #47.

Redmont Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 17 quarters since. The position peaked at $740K in Q4 2021. 6,312 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Redmont Wealth Advisors held 649 shares of Microsoft worth $314K as of Q4 2025.
Redmont Wealth Advisors sold 434 Microsoft shares in Q4 2025, an estimated $217K.
Microsoft made up 0.48% of Redmont Wealth Advisors's portfolio in Q4 2025, its #47 holding.
Redmont Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 17 quarters since.
Redmont Wealth Advisors's Microsoft position peaked at $740K in Q4 2021.
6,312 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.