Ritholtz Wealth Management’s Microsoft MSFT Stock Holding History

Ritholtz 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
2022 Q1	–	Sell	-200	Closed	-$63K	–	595
2021 Q4	$63K	Buy	+200	New	+$64.8K	﹤0.01%	541
2021 Q3	–	Sell	-1,000	Closed	-$45K	–	562
2021 Q2	$45K	Buy	+1,000	New	+$254K	﹤0.01%	512
2021 Q1	–	Sell	-800	Closed	-$36K	–	490
2020 Q4	$36K	Buy	800 +200	+33%	+$43K	﹤0.01%	388
2020 Q3	$25K	Sell	600 -100	-14%	-$21K	﹤0.01%	313
2020 Q2	$41K	Buy	+700	New	+$127K	0.01%	278
2020 Q1	–	Sell	-400	Closed	-$18K	–	197
2019 Q4	$18K	Sell	400 -100	-20%	-$14.7K	﹤0.01%	155
2019 Q3	$16K	Buy	500 +200	+67%	+$27.5K	﹤0.01%	139
2019 Q2	$10K	Buy	+300	New	+$38.1K	﹤0.01%	140

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Microsoft (MSFT) stake by 2.3% in Q1 2026, buying an estimated $1.72M and bringing the position to 184,681 shares worth $68.4M. The position accounts for 1.19% of the portfolio, ranked #17.

Ritholtz Wealth Management first reported a position in MSFT in Q3 2017 and has held it in 35 quarters since. The position peaked at $92.6M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Ritholtz Wealth Management held 184,681 shares of Microsoft worth $68.4M as of Q1 2026.
Ritholtz Wealth Management bought 4,103 Microsoft shares in Q1 2026, an estimated $1.72M.
Microsoft made up 1.19% of Ritholtz Wealth Management's portfolio in Q1 2026, its #17 holding.
Ritholtz Wealth Management first reported a position in Microsoft in Q3 2017 and has held it in 35 quarters since.
Ritholtz Wealth Management's Microsoft position peaked at $92.6M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.