Shelton Wealth Management
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Shelton Wealth Management’s Microsoft MSFT Stock Holding History

Shelton 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
Q3 		$3.21M Buy
6,256
+893
+17% +$413K 1.26% 18
2026
Q2 		$2M Buy
5,363
+76
+1% +$30.8K 0.78% 35
2026
Q1 		$1.96M Buy
5,287
+605
+13% +$253K 0.86% 29
2025
Q4 		$2.26M Buy
4,682
+283
+6% +$142K 0.97% 28
2025
Q3 		$2.28M Sell
4,399
-1,282
-23% -$654K 1.03% 23
2025
Q2 		$2.83M Buy
5,681
+2,421
+74% +$1.05M 1.36% 16
2025
Q1 		$1.22M Buy
3,260
+42
+1% +$17.1K 0.67% 37
2024
Q4 		$1.36M Buy
3,218
+17
+0.5% +$7.24K 0.7% 37
2024
Q3 		$1.38M Buy
3,201
+68
+2% +$29.1K 0.75% 35
2024
Q2 		$1.4M Sell
3,133
-219
-7% -$92.5K 0.79% 31
2024
Q1 		$1.41M Buy
3,352
+19
+0.6% +$7.69K 0.89% 29
2023
Q4 		$1.25M Sell
3,333
-106
-3% -$37.7K 0.89% 31
2023
Q3 		$1.09M Sell
3,439
-42
-1% -$13.9K 0.87% 22
2023
Q2 		$1.19M Sell
3,481
-225
-6% -$70.5K 0.92% 22
2023
Q1 		$1.07M Buy
3,706
+452
+14% +$115K 0.87% 22
2022
Q4 		$780K Sell
3,254
-49
-1% -$11.8K 0.62% 27
2022
Q3 		$769K Buy
3,303
+3
+0.1% +$792 0.68% 26
2022
Q2 		$848K Buy
3,300
+12
+0.4% +$3.26K 0.72% 25
2022
Q1 		$1.01M Buy
3,288
+454
+16% +$137K 0.8% 22
2021
Q4 		$953K Buy
+2,834
New +$919K 0.75% 20

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Shelton Wealth Management's MSFT Position: Q3 2026 in Review

Shelton Wealth Management increased its Microsoft (MSFT) stake by 17% in Q3 2026, buying an estimated $413K and bringing the position to 6,256 shares worth $3.21M. The position accounts for 1.26% of the portfolio, ranked #18.

Shelton Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Shelton Wealth Management held 6,256 shares of Microsoft worth $3.21M as of Q3 2026.
  • Shelton Wealth Management bought 893 Microsoft shares in Q3 2026, an estimated $413K.
  • Microsoft made up 1.26% of Shelton Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Shelton Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Shelton Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.