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Richmond Investment Services’s Microsoft MSFT Stock Holding History

Richmond Investment Services’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 		$3.04M Buy
8,209
+549
+7% +$230K 0.49% 36
2025
Q4 		$3.7M Sell
7,660
-27
-0.4% -$13.5K 0.64% 31
2025
Q3 		$3.98M Buy
7,687
+397
+5% +$203K 0.74% 25
2025
Q2 		$3.63M Buy
7,290
+4,552
+166% +$1.98M 0.77% 26
2025
Q1 		$1.03M Sell
2,738
-78
-3% -$31.8K 0.56% 37
2024
Q4 		$1.19M Buy
+2,816
New +$1.2M 0.67% 30

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

Richmond Investment Services's MSFT Position: Q1 2026 in Review

Richmond Investment Services increased its Microsoft (MSFT) stake by 7.2% in Q1 2026, buying an estimated $230K and bringing the position to 8,209 shares worth $3.04M. The position accounts for 0.49% of the portfolio, ranked #36.

Richmond Investment Services first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.98M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Richmond Investment Services held 8,209 shares of Microsoft worth $3.04M as of Q1 2026.
  • Richmond Investment Services bought 549 Microsoft shares in Q1 2026, an estimated $230K.
  • Microsoft made up 0.49% of Richmond Investment Services's portfolio in Q1 2026, its #36 holding.
  • Richmond Investment Services first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Richmond Investment Services's Microsoft position peaked at $3.98M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.