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Strait & Sound Wealth Management’s Microsoft MSFT Stock Holding History

Strait & Sound 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
Q1 		$15.7M Buy
42,401
+5,867
+16% +$2.46M 5.84% 2
2025
Q4 		$17.7M Buy
36,534
+575
+2% +$288K 6.58% 2
2025
Q3 		$18.6M Buy
35,959
+24
+0.1% +$12.2K 7.15% 2
2025
Q2 		$17.9M Sell
35,935
-896
-2% -$389K 7.59% 2
2025
Q1 		$13.8M Buy
36,831
+4,173
+13% +$1.7M 6.43% 2
2024
Q4 		$13.8M Buy
32,658
+264
+0.8% +$112K 6.38% 3
2024
Q3 		$13.9M Buy
32,394
+226
+0.7% +$96.6K 6.77% 3
2024
Q2 		$14.4M Sell
32,168
-911
-3% -$385K 7.33% 4
2024
Q1 		$14.2M Buy
33,079
+1,313
+4% +$532K 7.91% 3
2023
Q4 		$12.4M Buy
31,766
+244
+0.8% +$86.8K 7.72% 3
2023
Q3 		$9.95M Buy
31,522
+1,026
+3% +$339K 8.54% 2
2023
Q2 		$10.4M Sell
30,496
-1,790
-6% -$561K 10.29% 2
2023
Q1 		$9.31M Sell
32,286
-128
-0.4% -$32.6K 9.25% 2
2022
Q4 		$7.79M Buy
+32,414
New +$7.78M 8.5% 2

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

Strait & Sound Wealth Management's MSFT Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Microsoft (MSFT) stake by 16% in Q1 2026, buying an estimated $2.46M and bringing the position to 42,401 shares worth $15.7M. The position accounts for 5.84% of the portfolio, ranked #2.

Strait & Sound Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.6M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Strait & Sound Wealth Management held 42,401 shares of Microsoft worth $15.7M as of Q1 2026.
  • Strait & Sound Wealth Management bought 5,867 Microsoft shares in Q1 2026, an estimated $2.46M.
  • Microsoft made up 5.84% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Strait & Sound Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Strait & Sound Wealth Management's Microsoft position peaked at $18.6M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.