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Royal Capital Wealth Management’s Microsoft MSFT Stock Holding History

Royal Capital 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 		$7.56M Buy
20,411
+22
+0.1% +$9.21K 4.7% 5
2025
Q4 		$9.86M Buy
20,389
+17
+0.1% +$8.52K 5.82% 4
2025
Q3 		$10.6M Sell
20,372
-14
-0.1% -$7.14K 6.47% 3
2025
Q2 		$10.1M Buy
20,386
+14
+0.1% +$6.08K 6.74% 3
2025
Q1 		$7.65M Sell
20,372
-536
-3% -$219K 5.36% 4
2024
Q4 		$8.81M Sell
20,908
-77
-0.4% -$32.8K 6.18% 3
2024
Q3 		$9.03M Sell
20,985
-243
-1% -$104K 6.38% 3
2024
Q2 		$9.49M Buy
21,228
+627
+3% +$265K 7.15% 2
2024
Q1 		$8.67M Buy
20,601
+395
+2% +$160K 6.81% 3
2023
Q4 		$7.6M Buy
20,206
+780
+4% +$278K 6.58% 3
2023
Q3 		$6.13M Buy
19,426
+17
+0.1% +$5.62K 5.88% 4
2023
Q2 		$6.61M Buy
19,409
+16
+0.1% +$5.01K 6.23% 3
2023
Q1 		$5.59M Buy
19,393
+275
+1% +$70.1K 5.63% 2
2022
Q4 		$4.58M Buy
19,118
+12
+0.1% +$2.88K 4.87% 3
2022
Q3 		$4.45M Buy
19,106
+382
+2% +$101K 5.19% 2
2022
Q2 		$4.81M Buy
18,724
+677
+4% +$184K 5.22% 2
2022
Q1 		$5.56M Buy
18,047
+21
+0.1% +$6.32K 5.44% 2
2021
Q4 		$6.06M Buy
+18,026
New +$5.84M 5.88% 2

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

Royal Capital Wealth Management's MSFT Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Microsoft (MSFT) stake by 0.11% in Q1 2026, buying an estimated $9.21K and bringing the position to 20,411 shares worth $7.56M. The position accounts for 4.7% of the portfolio, ranked #5.

Royal Capital Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.6M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Royal Capital Wealth Management held 20,411 shares of Microsoft worth $7.56M as of Q1 2026.
  • Royal Capital Wealth Management bought 22 Microsoft shares in Q1 2026, an estimated $9.21K.
  • Microsoft made up 4.7% of Royal Capital Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Royal Capital Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's Microsoft position peaked at $10.6M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.