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Resolute Wealth Strategies’s Microsoft MSFT Stock Holding History

Resolute Wealth Strategies’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 		$7.59M Buy
20,498
+9,528
+87% +$3.99M 3.27% 9
2025
Q4 		$5.31M Buy
10,970
+578
+6% +$290K 2.33% 13
2025
Q3 		$5.38M Buy
10,392
+1,296
+14% +$661K 2.46% 13
2025
Q2 		$4.52M Buy
9,096
+971
+12% +$422K 2.42% 11
2025
Q1 		$3.05M Buy
8,125
+848
+12% +$346K 1.7% 20
2024
Q4 		$3.07M Buy
7,277
+241
+3% +$103K 1.58% 20
2024
Q3 		$3.03M Sell
7,036
-111
-2% -$47.4K 1.57% 18
2024
Q2 		$3.19M Sell
7,147
-104
-1% -$43.9K 1.84% 18
2024
Q1 		$3.05M Buy
7,251
+605
+9% +$245K 1.85% 16
2023
Q4 		$2.5M Buy
6,646
+116
+2% +$41.3K 1.7% 16
2023
Q3 		$2.06M Buy
6,530
+338
+5% +$112K 1.54% 17
2023
Q2 		$2.11M Sell
6,192
-8
-0.1% -$2.51K 1.63% 16
2023
Q1 		$1.79M Buy
+6,200
New +$1.58M 1.52% 18

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

Resolute Wealth Strategies's MSFT Position: Q1 2026 in Review

Resolute Wealth Strategies increased its Microsoft (MSFT) stake by 87% in Q1 2026, buying an estimated $3.99M and bringing the position to 20,498 shares worth $7.59M. The position accounts for 3.27% of the portfolio, ranked #9.

Resolute Wealth Strategies first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Resolute Wealth Strategies held 20,498 shares of Microsoft worth $7.59M as of Q1 2026.
  • Resolute Wealth Strategies bought 9,528 Microsoft shares in Q1 2026, an estimated $3.99M.
  • Microsoft made up 3.27% of Resolute Wealth Strategies's portfolio in Q1 2026, its #9 holding.
  • Resolute Wealth Strategies first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.