Solutions 4 Wealth’s Microsoft MSFT Stock Holding History

Solutions 4 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	$255K	Sell	688 -8	-1%	-$3.35K	0.38%	47
2025 Q4	$337K	Hold	696	–	–	0.51%	46
2025 Q3	$360K	Sell	696 -22	-3%	-$11.2K	0.56%	39
2025 Q2	$357K	Hold	718	–	–	0.6%	38
2025 Q1	$269K	Sell	718 -102	-12%	-$41.6K	0.48%	45
2024 Q4	$346K	Sell	820 -68	-8%	-$29K	0.63%	38
2024 Q3	$382K	Buy	888 +6	+0.7%	+$2.56K	0.75%	34
2024 Q2	$394K	Buy	882 +48	+6%	+$20.3K	0.89%	30
2024 Q1	$351K	Buy	834 +77	+10%	+$31.2K	0.99%	25
2023 Q4	$285K	Buy	+757	New	+$269K	0.93%	27

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Solutions 4 Wealth's MSFT Position: Q1 2026 in Review

Solutions 4 Wealth reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $3.35K and leaving 688 shares worth $255K. The position accounts for 0.38% of the portfolio, ranked #47.

Solutions 4 Wealth first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $394K in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Solutions 4 Wealth held 688 shares of Microsoft worth $255K as of Q1 2026.
Solutions 4 Wealth sold 8 Microsoft shares in Q1 2026, an estimated $3.35K.
Microsoft made up 0.38% of Solutions 4 Wealth's portfolio in Q1 2026, its #47 holding.
Solutions 4 Wealth first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Solutions 4 Wealth's Microsoft position peaked at $394K in Q2 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.