Sard Wealth Management Group’s Microsoft MSFT Stock Holding History

Sard Wealth Management Group’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	$1.65M	Sell	4,470 -47	-1%	-$19.7K	0.9%	15
2025 Q4	$2.18M	Buy	4,517 +335	+8%	+$168K	1.2%	15
2025 Q3	$2.17M	Buy	4,182 +481	+13%	+$245K	1.24%	15
2025 Q2	$1.84M	Sell	3,701 -109	-3%	-$47.3K	1.13%	15
2025 Q1	$1.43M	Buy	3,810 +3	+0.1%	+$1.22K	0.96%	15
2024 Q4	$1.6M	Sell	3,807 -21	-0.5%	-$8.95K	1.08%	14
2024 Q3	$1.65M	Sell	3,828 -4	-0.1%	-$1.71K	1.09%	14
2024 Q2	$1.71M	Sell	3,832 -439	-10%	-$185K	1.2%	14
2024 Q1	$1.8M	Buy	4,271 +1,411	+49%	+$571K	1.62%	12
2023 Q4	$1.08M	Buy	+2,860	New	+$1.02M	1.09%	14

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

Sard Wealth Management Group's MSFT Position: Q1 2026 in Review

Sard Wealth Management Group reduced its Microsoft (MSFT) stake by 1% in Q1 2026, selling an estimated $19.7K and leaving 4,470 shares worth $1.65M. The position accounts for 0.9% of the portfolio, ranked #15.

Sard Wealth Management Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.18M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Sard Wealth Management Group held 4,470 shares of Microsoft worth $1.65M as of Q1 2026.
Sard Wealth Management Group sold 47 Microsoft shares in Q1 2026, an estimated $19.7K.
Microsoft made up 0.9% of Sard Wealth Management Group's portfolio in Q1 2026, its #15 holding.
Sard Wealth Management Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Sard Wealth Management Group's Microsoft position peaked at $2.18M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.