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Retirement Guys Formula’s Microsoft MSFT Stock Holding History

Retirement Guys Formula’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 		$2.05M Buy
5,533
+882
+19% +$369K 0.94% 32
2025
Q4 		$2.25M Buy
4,651
+40
+0.9% +$20K 1.03% 25
2025
Q3 		$2.39M Sell
4,611
-122
-3% -$62.2K 0.84% 32
2025
Q2 		$2.35M Sell
4,733
-8
-0.2% -$3.47K 0.89% 31
2025
Q1 		$1.78M Buy
4,741
+818
+21% +$334K 0.88% 31
2024
Q4 		$1.65M Buy
3,923
+100
+3% +$42.6K 0.83% 33
2024
Q3 		$1.64M Buy
3,823
+9
+0.2% +$3.85K 0.76% 39
2024
Q2 		$1.7M Sell
3,814
-720
-16% -$304K 0.82% 34
2024
Q1 		$1.91M Buy
4,534
+892
+24% +$361K 0.93% 31
2023
Q4 		$1.37M Buy
3,642
+108
+3% +$38.4K 0.73% 34
2023
Q3 		$1.12M Buy
3,534
+727
+26% +$240K 0.78% 30
2023
Q2 		$956K Sell
2,807
-404
-13% -$127K 0.55% 42
2023
Q1 		$926K Buy
3,211
+288
+10% +$73.5K 0.66% 37
2022
Q4 		$701K Buy
2,923
+326
+13% +$78.2K 0.57% 34
2022
Q3 		$605K Buy
2,597
+96
+4% +$25.3K 0.64% 28
2022
Q2 		$642K Buy
2,501
+317
+15% +$86K 0.66% 27
2022
Q1 		$673K Buy
2,184
+63
+3% +$19K 0.45% 32
2021
Q4 		$713K Buy
+2,121
New +$688K 0.57% 34

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

Retirement Guys Formula's MSFT Position: Q1 2026 in Review

Retirement Guys Formula increased its Microsoft (MSFT) stake by 19% in Q1 2026, buying an estimated $369K and bringing the position to 5,533 shares worth $2.05M. The position accounts for 0.94% of the portfolio, ranked #32.

Retirement Guys Formula first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.39M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Retirement Guys Formula held 5,533 shares of Microsoft worth $2.05M as of Q1 2026.
  • Retirement Guys Formula bought 882 Microsoft shares in Q1 2026, an estimated $369K.
  • Microsoft made up 0.94% of Retirement Guys Formula's portfolio in Q1 2026, its #32 holding.
  • Retirement Guys Formula first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's Microsoft position peaked at $2.39M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.