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Richwood Investment Advisors’s Microsoft MSFT Stock Holding History

Richwood Investment Advisors’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 		$1.24M Sell
3,344
-38
-1% -$15.9K 0.95% 20
2025
Q4 		$1.36M Sell
3,382
-91
-3% -$45.6K 0.97% 20
2025
Q3 		$1.8M Hold
3,473
– – 1.41% 11
2025
Q2 		$1.73M Sell
3,473
-15
-0.4% -$6.51K 1.42% 11
2025
Q1 		$1.31M Buy
3,488
+604
+21% +$246K 1.11% 20
2024
Q4 		$1.22M Buy
2,884
+225
+8% +$95.8K 1.01% 21
2024
Q3 		$1.14M Sell
2,659
-167
-6% -$71.4K 0.95% 24
2024
Q2 		$1.26M Buy
2,826
+7
+0.2% +$2.96K 1.11% 22
2024
Q1 		$1.19M Sell
2,819
-100
-3% -$40.5K 1.05% 21
2023
Q4 		$1.1M Hold
2,919
– – 1.03% 21
2023
Q3 		$922K Hold
2,919
– – 0.94% 24
2023
Q2 		$994K Sell
2,919
-91
-3% -$28.5K 0.97% 22
2023
Q1 		$868K Sell
3,010
-30
-1% -$7.65K 0.87% 28
2022
Q4 		$729K Buy
3,040
+399
+15% +$95.8K 0.73% 34
2022
Q3 		$615K Sell
2,641
-130
-5% -$34.3K 0.67% 36
2022
Q2 		$712K Hold
2,771
– – 0.72% 35
2022
Q1 		$854K Sell
2,771
-150
-5% -$45.1K 0.76% 31
2021
Q4 		$982K Buy
+2,921
New +$947K 0.86% 24

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

Richwood Investment Advisors's MSFT Position: Q1 2026 in Review

Richwood Investment Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $15.9K and leaving 3,344 shares worth $1.24M. The position accounts for 0.95% of the portfolio, ranked #20.

Richwood Investment Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.8M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Richwood Investment Advisors held 3,344 shares of Microsoft worth $1.24M as of Q1 2026.
  • Richwood Investment Advisors sold 38 Microsoft shares in Q1 2026, an estimated $15.9K.
  • Microsoft made up 0.95% of Richwood Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Richwood Investment Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Richwood Investment Advisors's Microsoft position peaked at $1.8M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.