Robinson Smith Wealth Advisors’s Microsoft MSFT Stock Holding History

Robinson Smith Wealth 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	$1.21M	Sell	3,259 -35	-1%	-$14.6K	0.82%	25
2025 Q4	$1.59M	Sell	3,294 -377	-10%	-$189K	1.09%	25
2025 Q3	$1.9M	Sell	3,671 -141	-4%	-$71.9K	1.37%	19
2025 Q2	$1.9M	Buy	3,812 +62	+2%	+$26.9K	1.52%	18
2025 Q1	$1.41M	Buy	3,750 +283	+8%	+$115K	1.18%	22
2024 Q4	$1.46M	Buy	3,467 +33	+1%	+$14.1K	1.24%	22
2024 Q3	$1.48M	Sell	3,434 -841	-20%	-$359K	1.26%	20
2024 Q2	$1.91M	Buy	4,275 +680	+19%	+$287K	1.68%	14
2024 Q1	$1.51M	Sell	3,595 -1,353	-27%	-$548K	1.45%	19
2023 Q4	$1.86M	Buy	+4,948	New	+$1.76M	1.83%	13

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

Robinson Smith Wealth Advisors's MSFT Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $14.6K and leaving 3,259 shares worth $1.21M. The position accounts for 0.82% of the portfolio, ranked #25.

Robinson Smith Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Robinson Smith Wealth Advisors held 3,259 shares of Microsoft worth $1.21M as of Q1 2026.
Robinson Smith Wealth Advisors sold 35 Microsoft shares in Q1 2026, an estimated $14.6K.
Microsoft made up 0.82% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Robinson Smith Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's Microsoft position peaked at $1.91M in Q2 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.