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Simplicity Wealth’s Microsoft MSFT Stock Holding History

Simplicity 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
2026
Q1 		$19.7M Buy
53,229
+4,757
+10% +$1.99M 1.12% 13
2025
Q4 		$23.4M Sell
48,472
-6,814
-12% -$3.41M 1.4% 11
2025
Q3 		$28.6M Sell
55,286
-34,238
-38% -$17.5M 1.66% 8
2025
Q2 		$44.5M Buy
89,524
+42,543
+91% +$18.5M 1.85% 9
2025
Q1 		$17.6M Buy
46,981
+20,422
+77% +$8.33M 1.37% 12
2024
Q4 		$11.2M Sell
26,559
-11,671
-31% -$4.97M 2.33% 6
2024
Q3 		$16.5M Sell
38,230
-217,991
-85% -$93.2M 1.52% 11
2024
Q2 		$115M Sell
256,221
-1,064
-0.4% -$449K 2.59% 4
2024
Q1 		$108M Buy
257,285
+251,688
+4,497% +$102M 2.58% 4
2023
Q4 		$2.1M Buy
5,597
+3,677
+192% +$1.31M 0.81% 27
2023
Q3 		$606K Sell
1,920
-1
-0.1% -$330 0.35% 38
2023
Q2 		$654K Sell
1,921
-477
-20% -$149K 0.41% 41
2023
Q1 		$691K Sell
2,398
-168
-7% -$42.9K 0.46% 34
2022
Q4 		$615K Buy
2,566
+1,338
+109% +$321K 0.54% 28
2022
Q3 		$286K Buy
1,228
+387
+46% +$102K 0.38% 57
2022
Q2 		$216K Sell
841
-335
-28% -$90.9K 0.32% 51
2022
Q1 		$363K Buy
1,176
+196
+20% +$59K 0.35% 54
2021
Q4 		$330K Buy
+980
New +$318K 0.18% 55

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

Simplicity Wealth's MSFT Position: Q1 2026 in Review

Simplicity Wealth increased its Microsoft (MSFT) stake by 9.8% in Q1 2026, buying an estimated $1.99M and bringing the position to 53,229 shares worth $19.7M. The position accounts for 1.12% of the portfolio, ranked #13.

Simplicity Wealth first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $115M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Simplicity Wealth held 53,229 shares of Microsoft worth $19.7M as of Q1 2026.
  • Simplicity Wealth bought 4,757 Microsoft shares in Q1 2026, an estimated $1.99M.
  • Microsoft made up 1.12% of Simplicity Wealth's portfolio in Q1 2026, its #13 holding.
  • Simplicity Wealth first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Simplicity Wealth's Microsoft position peaked at $115M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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