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Retirement Solution’s Microsoft MSFT Stock Holding History

Retirement Solution’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 		$8.85M Buy
23,919
+2,268
+10% +$949K 2.09% 8
2025
Q4 		$10.5M Buy
21,651
+435
+2% +$218K 2.32% 8
2025
Q3 		$11M Sell
21,216
-2,639
-11% -$1.35M 2.62% 7
2025
Q2 		$11.9M Buy
23,855
+243
+1% +$106K 3.03% 7
2025
Q1 		$8.86M Sell
23,612
-3,444
-13% -$1.4M 2.51% 8
2024
Q4 		$11.4M Sell
27,056
-12,454
-32% -$5.3M 2.99% 7
2024
Q3 		$17M Buy
39,510
+9,827
+33% +$4.2M 4.14% 5
2024
Q2 		$13.3M Buy
29,683
+1,446
+5% +$611K 3.56% 6
2024
Q1 		$11.9M Buy
28,237
+10,545
+60% +$4.27M 3.22% 6
2023
Q4 		$6.65M Buy
17,692
+310
+2% +$110K 1.97% 8
2023
Q3 		$5.49M Buy
17,382
+480
+3% +$159K 1.81% 9
2023
Q2 		$5.76M Sell
16,902
-782
-4% -$245K 1.86% 9
2023
Q1 		$5.1M Buy
17,684
+3,098
+21% +$790K 1.79% 9
2022
Q4 		$3.5M Sell
14,586
-1,826
-11% -$438K 1.92% 4
2022
Q3 		$3.82M Sell
16,412
-184
-1% -$48.6K 2.05% 4
2022
Q2 		$4.26M Hold
16,596
– – 2.31% 4
2022
Q1 		$5.12M Buy
16,596
+498
+3% +$150K 2.26% 5
2021
Q4 		$5.41M Sell
16,098
-1,875
-10% -$608K 2.32% 5
2021
Q3 		$5.07M Buy
17,973
+601
+3% +$175K 2.33% 5
2021
Q2 		$4.71M Buy
17,372
+612
+4% +$156K 2.25% 5
2021
Q1 		$3.95M Buy
16,760
+762
+5% +$177K 2.38% 3
2020
Q4 		$3.56M Buy
+15,998
New +$3.44M 2.34% 4

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 Solution's MSFT Position: Q1 2026 in Review

Retirement Solution increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $949K and bringing the position to 23,919 shares worth $8.85M. The position accounts for 2.09% of the portfolio, ranked #8.

Retirement Solution first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $17M in Q3 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Retirement Solution held 23,919 shares of Microsoft worth $8.85M as of Q1 2026.
  • Retirement Solution bought 2,268 Microsoft shares in Q1 2026, an estimated $949K.
  • Microsoft made up 2.09% of Retirement Solution's portfolio in Q1 2026, its #8 holding.
  • Retirement Solution first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Retirement Solution's Microsoft position peaked at $17M in Q3 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.