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SMART Wealth’s Microsoft MSFT Stock Holding History

SMART 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 		$1.51M Buy
4,086
+51
+1% +$21.3K 0.44% 74
2025
Q4 		$1.95M Sell
4,035
-871
-18% -$436K 0.59% 61
2025
Q3 		$2.54M Buy
4,906
+991
+25% +$506K 0.96% 39
2025
Q2 		$1.95M Buy
3,915
+748
+24% +$325K 0.61% 56
2025
Q1 		$1.19M Sell
3,167
-100
-3% -$40.8K 0.43% 67
2024
Q4 		$1.38M Sell
3,267
-227
-6% -$96.7K 0.49% 62
2024
Q3 		$1.5M Sell
3,494
-907
-21% -$388K 0.59% 42
2024
Q2 		$1.97M Buy
4,401
+620
+16% +$262K 0.8% 34
2024
Q1 		$1.59M Buy
3,781
+839
+29% +$340K 0.72% 34
2023
Q4 		$1.11M Buy
2,942
+491
+20% +$175K 0.6% 33
2023
Q3 		$774K Sell
2,451
-73
-3% -$24.1K 0.58% 43
2023
Q2 		$860K Sell
2,524
-505
-17% -$158K 0.65% 42
2023
Q1 		$873K Buy
3,029
+617
+26% +$157K 0.77% 40
2022
Q4 		$578K Buy
+2,412
New +$579K 0.44% 46

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 Wealth's MSFT Position: Q1 2026 in Review

SMART Wealth increased its Microsoft (MSFT) stake by 1.3% in Q1 2026, buying an estimated $21.3K and bringing the position to 4,086 shares worth $1.51M. The position accounts for 0.44% of the portfolio, ranked #74.

SMART Wealth first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.54M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SMART Wealth held 4,086 shares of Microsoft worth $1.51M as of Q1 2026.
  • SMART Wealth bought 51 Microsoft shares in Q1 2026, an estimated $21.3K.
  • Microsoft made up 0.44% of SMART Wealth's portfolio in Q1 2026, its #74 holding.
  • SMART Wealth first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • SMART Wealth's Microsoft position peaked at $2.54M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.