RKL Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.3M | Sell |
49,500
-3,075
| -6% | -$1.29M | 1.65% | 16 |
|
|
2025
Q4 | $25.4M | Buy |
52,575
+659
| +1% | +$330K | 2.09% | 11 |
|
|
2025
Q3 | $26.9M | Sell |
51,916
-6,228
| -11% | -$3.18M | 2.29% | 9 |
|
|
2025
Q2 | $28.9M | Sell |
58,144
-2,453
| -4% | -$1.07M | 2.54% | 7 |
|
|
2025
Q1 | $22.7M | Buy |
60,597
+671
| +1% | +$274K | 2.14% | 9 |
|
|
2024
Q4 | $25.3M | Buy |
59,926
+2,302
| +4% | +$981K | 2.25% | 9 |
|
|
2024
Q3 | $24.8M | Buy |
57,624
+699
| +1% | +$299K | 2.24% | 9 |
|
|
2024
Q2 | $25.4M | Sell |
56,925
-683
| -1% | -$288K | 2.45% | 8 |
|
|
2024
Q1 | $24.2M | Sell |
57,608
-582
| -1% | -$236K | 2.4% | 8 |
|
|
2023
Q4 | $21.9M | Sell |
58,190
-1,424
| -2% | -$507K | 2.37% | 8 |
|
|
2023
Q3 | $18.8M | Sell |
59,614
-1,637
| -3% | -$541K | 2.3% | 9 |
|
|
2023
Q2 | $20.9M | Sell |
61,251
-504
| -0.8% | -$158K | 2.47% | 10 |
|
|
2023
Q1 | $17.8M | Sell |
61,755
-86
| -0.1% | -$21.9K | 2.25% | 11 |
|
|
2022
Q4 | $14.8M | Buy |
61,841
+331
| +0.5% | +$79.4K | 1.98% | 12 |
|
|
2022
Q3 | $14.3M | Buy |
61,510
+619
| +1% | +$163K | 2.06% | 13 |
|
|
2022
Q2 | $15.6M | Buy |
60,891
+553
| +0.9% | +$150K | 2.15% | 12 |
|
|
2022
Q1 | $18.6M | Buy |
60,338
+412
| +0.7% | +$124K | 2.23% | 12 |
|
|
2021
Q4 | $20.2M | Sell |
59,926
-1,072
| -2% | -$348K | 2.39% | 11 |
|
|
2021
Q3 | $17.2M | Sell |
60,998
-548
| -0.9% | -$159K | 2.18% | 12 |
|
|
2021
Q2 | $16.7M | Sell |
61,546
-1,259
| -2% | -$320K | 2.1% | 12 |
|
|
2021
Q1 | $14.8M | Sell |
62,805
-2,876
| -4% | -$667K | 1.98% | 14 |
|
|
2020
Q4 | $14.6M | Sell |
65,681
-2,779
| -4% | -$598K | 2.04% | 13 |
|
|
2020
Q3 | $14.4M | Buy |
68,460
+220
| +0.3% | +$46.2K | 2.29% | 11 |
|
|
2020
Q2 | $13.9M | Sell |
68,240
-118
| -0.2% | -$21.4K | 2.38% | 11 |
|
|
2020
Q1 | $10.8M | Sell |
68,358
-1,573
| -2% | -$259K | 2.26% | 11 |
|
|
2019
Q4 | $11M | Sell |
69,931
-834
| -1% | -$123K | 1.98% | 13 |
|
|
2019
Q3 | $9.83M | Sell |
70,765
-2,390
| -3% | -$329K | 1.87% | 14 |
|
|
2019
Q2 | $9.8M | Sell |
73,155
-1,290
| -2% | -$164K | 1.81% | 14 |
|
|
2019
Q1 | $8.78M | Sell |
74,445
-1,353
| -2% | -$148K | 1.72% | 14 |
|
|
2018
Q4 | $7.7M | Sell |
75,798
-1,932
| -2% | -$207K | 1.78% | 14 |
|
|
2018
Q3 | $8.88M | Sell |
77,730
-1,305
| -2% | -$141K | 1.89% | 13 |
|
|
2018
Q2 | $7.79M | Sell |
79,035
-2,759
| -3% | -$267K | 1.76% | 14 |
|
|
2018
Q1 | $7.44M | Sell |
81,794
-3,767
| -4% | -$344K | 1.76% | 15 |
|
|
2017
Q4 | $7.33M | Sell |
85,561
-7,943
| -8% | -$652K | 1.81% | 13 |
|
|
2017
Q3 | $6.96M | Sell |
93,504
-6,811
| -7% | -$498K | 1.96% | 10 |
|
|
2017
Q2 | $6.92M | Sell |
100,315
-933
| -0.9% | -$64K | 2.2% | 7 |
|
|
2017
Q1 | $6.67M | Sell |
101,248
-7,120
| -7% | -$456K | 2.68% | 6 |
|
|
2016
Q4 | $6.73M | Sell |
108,368
-934
| -0.9% | -$56.2K | 3.25% | 5 |
|
|
2016
Q3 | $6.3M | Sell |
109,302
-464
| -0.4% | -$26.2K | 3.17% | 10 |
|
|
2016
Q2 | $5.7M | Buy |
109,766
+3,425
| +3% | +$178K | 2.96% | 17 |
|
|
2016
Q1 | $5.87M | Buy |
106,341
+101,558
| +2,123% | +$5.32M | 3.37% | 12 |
|
|
2015
Q4 | $265 | Buy |
+4,783
| New | +$252K | 0.12% | 49 |
|
Other funds holding MSFT
VCM
VPM
RKL Wealth Management's MSFT Position: Q1 2026 in Review
RKL Wealth Management reduced its Microsoft (MSFT) stake by 5.8% in Q1 2026, selling an estimated $1.29M and leaving 49,500 shares worth $18.3M. The position accounts for 1.65% of the portfolio, ranked #16.
RKL Wealth Management first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. The position peaked at $28.9M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- RKL Wealth Management held 49,500 shares of Microsoft worth $18.3M as of Q1 2026.
- RKL Wealth Management sold 3,075 Microsoft shares in Q1 2026, an estimated $1.29M.
- Microsoft made up 1.65% of RKL Wealth Management's portfolio in Q1 2026, its #16 holding.
- RKL Wealth Management first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
- RKL Wealth Management's Microsoft position peaked at $28.9M in Q2 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.