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Schulz Wealth’s Microsoft MSFT Stock Holding History

Schulz Wealth’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
2025
Q4 		$317K Buy
655
+4
+0.6% +$2K 0.2% 52
2025
Q3 		$337K Buy
651
+100
+18% +$51K 0.22% 50
2025
Q2 		$274K Buy
551
+2
+0.4% +$869 0.2% 55
2025
Q1 		$206K Sell
549
-17
-3% -$6.93K 0.16% 62
2024
Q4 		$239K Buy
566
+39
+7% +$16.6K 0.18% 55
2024
Q3 		$227K Hold
527
– – 0.18% 53
2024
Q2 		$236K Sell
527
-20
-4% -$8.45K 0.2% 51
2024
Q1 		$230K Hold
547
– – 0.2% 52
2023
Q4 		$206K Buy
+547
New +$195K 0.2% 54

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schulz Wealth's MSFT Position: Q4 2025 in Review

Schulz Wealth increased its Microsoft (MSFT) stake by 0.61% in Q4 2025, buying an estimated $2K and bringing the position to 655 shares worth $317K. The position accounts for 0.2% of the portfolio, ranked #52.

Schulz Wealth first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. The position peaked at $337K in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Schulz Wealth held 655 shares of Microsoft worth $317K as of Q4 2025.
  • Schulz Wealth bought 4 Microsoft shares in Q4 2025, an estimated $2K.
  • Microsoft made up 0.2% of Schulz Wealth's portfolio in Q4 2025, its #52 holding.
  • Schulz Wealth first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
  • Schulz Wealth's Microsoft position peaked at $337K in Q3 2025.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.