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RMG Wealth Management’s Microsoft MSFT Stock Holding History

RMG 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
2026
Q1 		$740K Sell
1,793
-34
-2% -$14.2K 0.09% 28
2025
Q4 		$814K Buy
1,827
+132
+8% +$66.1K 0.11% 21
2025
Q3 		$886K Hold
1,695
– – 0.12% 20
2025
Q2 		$865K Buy
+1,695
New +$736K 0.13% 18

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

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

RMG Wealth Management reduced its Microsoft (MSFT) stake by 1.9% in Q1 2026, selling an estimated $14.2K and leaving 1,793 shares worth $740K. The position accounts for 0.09% of the portfolio, ranked #28.

RMG Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $886K in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • RMG Wealth Management held 1,793 shares of Microsoft worth $740K as of Q1 2026.
  • RMG Wealth Management sold 34 Microsoft shares in Q1 2026, an estimated $14.2K.
  • Microsoft made up 0.09% of RMG Wealth Management's portfolio in Q1 2026, its #28 holding.
  • RMG Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Microsoft position peaked at $886K in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.