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Strategic Wealth Investment Group’s Microsoft MSFT Stock Holding History

Strategic Wealth Investment 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 		$23.8M Buy
64,401
+6,192
+11% +$2.59M 3.03% 7
2025
Q4 		$28.2M Sell
58,209
-27,223
-32% -$13.6M 3.46% 6
2025
Q3 		$44.2M Buy
85,432
+80,048
+1,487% +$40.8M 3.72% 6
2025
Q2 		$2.68M Buy
5,384
+80
+2% +$34.7K 3.88% 2
2025
Q1 		$1.99M Sell
5,304
-65,593
-93% -$26.7M 3.46% 5
2024
Q4 		$29.9M Buy
70,897
+2,877
+4% +$1.23M 3.3% 8
2024
Q3 		$28.6M Buy
68,020
+26,661
+64% +$11.4M 3.07% 8
2024
Q2 		$18.9M Buy
+41,359
New +$17.5M 2.39% 10
2023
Q4 		$13.9M Buy
37,006
+4,336
+13% +$1.54M 2.09% 15
2023
Q3 		$10.3M Buy
32,670
+3,253
+11% +$1.07M 1.87% 16
2023
Q2 		$10M Buy
29,417
+2,553
+10% +$800K 1.59% 19
2023
Q1 		$7.75M Buy
26,864
+4,006
+18% +$1.02M 1.44% 21
2022
Q4 		$5.39M Buy
22,858
+2,819
+14% +$677K 1.25% 24
2022
Q3 		$4.67M Buy
20,039
+585
+3% +$154K 1.34% 17
2022
Q2 		$5M Sell
19,454
-494
-2% -$134K 1.25% 17
2022
Q1 		$6.15M Buy
19,948
+2,199
+12% +$662K 1.47% 14
2021
Q4 		$5.97M Buy
17,749
+1,811
+11% +$587K 1.55% 13
2021
Q3 		$4.51M Buy
15,938
+2,324
+17% +$676K 1.35% 19
2021
Q2 		$3.69M Buy
13,614
+3,565
+35% +$906K 1.31% 19
2021
Q1 		$2.37M Buy
10,049
+1,555
+18% +$361K 1.14% 24
2020
Q4 		$1.89M Buy
8,494
+637
+8% +$137K 1.11% 24
2020
Q3 		$1.65M Buy
7,857
+898
+13% +$189K 1.24% 20
2020
Q2 		$1.42M Sell
6,959
-24
-0.3% -$4.36K 1.39% 19
2020
Q1 		$1.1M Sell
6,983
-590
-8% -$97K 1.79% 17
2019
Q4 		$1.19M Buy
+7,573
New +$1.11M 1.24% 22

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 Wealth Investment Group's MSFT Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $2.59M and bringing the position to 64,401 shares worth $23.8M. The position accounts for 3.03% of the portfolio, ranked #7.

Strategic Wealth Investment Group first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $44.2M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Strategic Wealth Investment Group held 64,401 shares of Microsoft worth $23.8M as of Q1 2026.
  • Strategic Wealth Investment Group bought 6,192 Microsoft shares in Q1 2026, an estimated $2.59M.
  • Microsoft made up 3.03% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #7 holding.
  • Strategic Wealth Investment Group first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Microsoft position peaked at $44.2M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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