RWM
MSFT icon

Reston Wealth Management’s Microsoft MSFT Stock Holding History

Reston Wealth Management’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 		$2.08M Sell
5,629
-143
-2% -$59.8K 0.64% 16
2025
Q4 		$2.79M Buy
5,772
+1,057
+22% +$530K 0.85% 12
2025
Q3 		$2.44M Buy
4,715
+50
+1% +$25.5K 0.79% 13
2025
Q2 		$2.32M Buy
4,665
+648
+16% +$281K 0.81% 13
2025
Q1 		$1.51M Buy
4,017
+37
+0.9% +$15.1K 0.61% 17
2024
Q4 		$1.68M Sell
3,980
-31
-0.8% -$13.2K 0.62% 17
2024
Q3 		$1.73M Buy
4,011
+186
+5% +$79.5K 0.62% 17
2024
Q2 		$1.71M Buy
3,825
+120
+3% +$50.7K 0.68% 17
2024
Q1 		$1.56M Buy
3,705
+5
+0.1% +$2.02K 0.63% 18
2023
Q4 		$1.39M Sell
3,700
-19
-0.5% -$6.76K 0.64% 17
2023
Q3 		$1.17M Buy
3,719
+191
+5% +$63.1K 0.59% 17
2023
Q2 		$1.2M Buy
3,528
+100
+3% +$31.3K 0.57% 17
2023
Q1 		$988K Sell
3,428
-100
-3% -$25.5K 0.52% 18
2022
Q4 		$846K Sell
3,528
-75
-2% -$18K 0.47% 20
2022
Q3 		$839K Sell
3,603
-1,238
-26% -$327K 0.5% 21
2022
Q2 		$1.24M Buy
4,841
+47
+1% +$12.8K 0.69% 18
2022
Q1 		$1.48M Buy
4,794
+44
+0.9% +$13.2K 0.76% 16
2021
Q4 		$1.6M Buy
4,750
+12
+0.3% +$3.89K 0.77% 16
2021
Q3 		$1.34M Buy
4,738
+53
+1% +$15.4K 0.7% 16
2021
Q2 		$1.27M Sell
4,685
-96
-2% -$24.4K 0.63% 20
2021
Q1 		$1.13M Buy
4,781
+202
+4% +$46.9K 0.59% 19
2020
Q4 		$1.02M Buy
4,579
+141
+3% +$30.3K 0.58% 19
2020
Q3 		$933K Sell
4,438
-439
-9% -$92.2K 0.6% 19
2020
Q2 		$993K Sell
4,877
-57
-1% -$10.3K 0.68% 19
2020
Q1 		$778K Sell
4,934
-242
-5% -$39.8K 0.62% 20
2019
Q4 		$816K Sell
5,176
-349
-6% -$51.3K 0.65% 17
2019
Q3 		$768K Buy
5,525
+782
+16% +$108K 0.69% 18
2019
Q2 		$635K Buy
4,743
+3,000
+172% +$381K 0.5% 22
2019
Q1 		$223K Buy
+1,743
New +$190K 0.18% 46

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

Reston Wealth Management's MSFT Position: Q1 2026 in Review

Reston Wealth Management reduced its Microsoft (MSFT) stake by 2.5% in Q1 2026, selling an estimated $59.8K and leaving 5,629 shares worth $2.08M. The position accounts for 0.64% of the portfolio, ranked #16.

Reston Wealth Management first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.79M in Q4 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Reston Wealth Management held 5,629 shares of Microsoft worth $2.08M as of Q1 2026.
  • Reston Wealth Management sold 143 Microsoft shares in Q1 2026, an estimated $59.8K.
  • Microsoft made up 0.64% of Reston Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Reston Wealth Management first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Reston Wealth Management's Microsoft position peaked at $2.79M in Q4 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.