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Strategic Family Wealth Counselors’s Microsoft MSFT Stock Holding History

Strategic Family Wealth Counselors’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 		$3.82M Sell
10,325
-7,211
-41% -$3.02M 1% 33
2025
Q4 		$7.97M Buy
17,536
+8,889
+103% +$4.45M 1.79% 18
2025
Q3 		$4.48M Sell
8,647
-5
-0.1% -$2.55K 1.15% 28
2025
Q2 		$4.3M Sell
8,652
-177
-2% -$76.9K 1.23% 28
2025
Q1 		$3.31M Buy
8,829
+229
+3% +$93.4K 1.08% 30
2024
Q4 		$3.63M Buy
8,600
+920
+12% +$392K 1.18% 28
2024
Q3 		$3.3M Sell
7,680
-124
-2% -$53K 1.16% 28
2024
Q2 		$3.49M Buy
7,804
+528
+7% +$223K 1.33% 26
2024
Q1 		$3.06M Sell
7,276
-79
-1% -$32K 1.21% 26
2023
Q4 		$2.77M Buy
7,355
+296
+4% +$105K 1.16% 27
2023
Q3 		$2.23M Sell
7,059
-9
-0.1% -$2.97K 1.07% 29
2023
Q2 		$2.41M Buy
7,068
+80
+1% +$25.1K 1.11% 28
2023
Q1 		$2.01M Buy
6,988
+23
+0.3% +$5.87K 0.95% 29
2022
Q4 		$1.67M Sell
6,965
-300
-4% -$72K 0.83% 36
2022
Q3 		$1.69M Sell
7,265
-89
-1% -$23.5K 0.83% 29
2022
Q2 		$1.89M Buy
7,354
+78
+1% +$21.2K 0.91% 28
2022
Q1 		$2.24M Sell
7,276
-260
-3% -$78.2K 0.9% 28
2021
Q4 		$2.54M Hold
7,536
– – 0.81% 30
2021
Q3 		$2.13M Buy
7,536
+1,500
+25% +$436K 0.73% 30
2021
Q2 		$1.64M Hold
6,036
– – 0.53% 30
2021
Q1 		$1.42M Buy
6,036
+955
+19% +$222K 0.54% 31
2020
Q4 		$1.13M Buy
5,081
+210
+4% +$45.2K 0.58% 33
2020
Q3 		$1.02M Sell
4,871
-433
-8% -$90.9K 0.58% 32
2020
Q2 		$1.08M Buy
5,304
+1,166
+28% +$212K 0.68% 31
2020
Q1 		$653K Sell
4,138
-863
-17% -$142K 0.49% 37
2019
Q4 		$789K Hold
5,001
– – 0.64% 30
2019
Q3 		$695K Buy
5,001
+1,202
+32% +$165K 0.53% 34
2019
Q2 		$509K Hold
3,799
– – 0.39% 39
2019
Q1 		$448K Buy
3,799
+5
+0.1% +$546 0.36% 41
2018
Q4 		$385K Buy
+3,794
New +$406K 0.44% 40

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

Strategic Family Wealth Counselors's MSFT Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Microsoft (MSFT) stake by 41% in Q1 2026, selling an estimated $3.02M and leaving 10,325 shares worth $3.82M. The position accounts for 1% of the portfolio, ranked #33.

Strategic Family Wealth Counselors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.97M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Strategic Family Wealth Counselors held 10,325 shares of Microsoft worth $3.82M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 7,211 Microsoft shares in Q1 2026, an estimated $3.02M.
  • Microsoft made up 1% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #33 holding.
  • Strategic Family Wealth Counselors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Microsoft position peaked at $7.97M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.