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Smart Money Group’s Microsoft MSFT Stock Holding History

Smart Money 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 		$2.25M Buy
6,088
+145
+2% +$60.7K 0.66% 17
2025
Q4 		$2.87M Buy
5,943
+7
+0.1% +$3.51K 0.84% 14
2025
Q3 		$3.07M Buy
5,936
+125
+2% +$63.8K 0.91% 12
2025
Q2 		$2.89M Buy
5,811
+377
+7% +$164K 0.91% 11
2025
Q1 		$2.04M Buy
5,434
+981
+22% +$400K 0.69% 14
2024
Q4 		$1.88M Buy
4,453
+139
+3% +$59.2K 0.65% 35
2024
Q3 		$1.75M Buy
4,314
+609
+16% +$260K 0.63% 36
2024
Q2 		$1.55M Buy
3,705
+120
+3% +$50.7K 0.55% 35
2024
Q1 		$1.4M Buy
3,585
+599
+20% +$242K 0.54% 36
2023
Q4 		$1.12M Buy
2,986
+353
+13% +$126K 0.49% 35
2023
Q3 		$831K Buy
2,633
+220
+9% +$72.7K 0.39% 39
2023
Q2 		$822K Buy
2,413
+121
+5% +$37.9K 0.39% 36
2023
Q1 		$704K Buy
2,292
+59
+3% +$15.1K 0.35% 31
2022
Q4 		$536K Buy
2,233
+40
+2% +$9.6K 0.28% 33
2022
Q3 		$511K Buy
2,193
+104
+5% +$27.5K 0.35% 29
2022
Q2 		$536K Sell
2,089
-45
-2% -$12.2K 0.37% 35
2022
Q1 		$658K Buy
2,134
+86
+4% +$25.9K 0.44% 36
2021
Q4 		$689K Buy
2,048
+213
+12% +$69.1K 0.44% 41
2021
Q3 		$517K Buy
1,835
+63
+4% +$18.3K 0.38% 41
2021
Q2 		$361K Sell
1,772
-26
-1% -$6.61K 0.41% 32
2021
Q1 		$424K Buy
1,798
+41
+2% +$9.51K 0.35% 44
2020
Q4 		$391K Sell
1,757
-550
-24% -$118K 0.33% 40
2020
Q3 		$485K Buy
2,307
+509
+28% +$107K 0.21% 68
2020
Q2 		$366K Sell
1,798
-46
-2% -$8.35K 0.22% 63
2020
Q1 		$291K Buy
1,844
+171
+10% +$28.1K 0.2% 67
2019
Q4 		$264K Buy
+1,673
New +$246K 0.15% 72

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

Smart Money Group's MSFT Position: Q1 2026 in Review

Smart Money Group increased its Microsoft (MSFT) stake by 2.4% in Q1 2026, buying an estimated $60.7K and bringing the position to 6,088 shares worth $2.25M. The position accounts for 0.66% of the portfolio, ranked #17.

Smart Money Group first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.07M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Smart Money Group held 6,088 shares of Microsoft worth $2.25M as of Q1 2026.
  • Smart Money Group bought 145 Microsoft shares in Q1 2026, an estimated $60.7K.
  • Microsoft made up 0.66% of Smart Money Group's portfolio in Q1 2026, its #17 holding.
  • Smart Money Group first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Smart Money Group's Microsoft position peaked at $3.07M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.