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Stratos Wealth Advisors’s Microsoft MSFT Stock Holding History

Stratos Wealth Advisors’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 		$21M Buy
56,809
+780
+1% +$326K 1.29% 9
2025
Q4 		$27.1M Buy
56,029
+177
+0.3% +$88.7K 1.31% 10
2025
Q3 		$28.9M Buy
55,852
+1,508
+3% +$769K 1.39% 8
2025
Q2 		$27M Sell
54,344
-2,547
-4% -$1.11M 1.43% 7
2025
Q1 		$21.4M Sell
56,891
-4,482
-7% -$1.83M 1.17% 13
2024
Q4 		$25.9M Sell
61,373
-3,027
-5% -$1.29M 1.24% 11
2024
Q3 		$27.7M Buy
64,400
+3,043
+5% +$1.3M 1.27% 9
2024
Q2 		$27.4M Sell
61,357
-2,641
-4% -$1.12M 1.36% 8
2024
Q1 		$26.9M Sell
63,998
-4,938
-7% -$2M 1.6% 6
2023
Q4 		$25.9M Buy
68,936
+5,559
+9% +$1.98M 1.49% 4
2023
Q3 		$20M Buy
63,377
+11,081
+21% +$3.66M 1.32% 9
2023
Q2 		$17.8M Buy
52,296
+805
+2% +$252K 1.26% 8
2023
Q1 		$14.8M Sell
51,491
-3,610
-7% -$921K 1.14% 10
2022
Q4 		$13.2M Buy
55,101
+10,471
+23% +$2.51M 1.1% 9
2022
Q3 		$10.4M Sell
44,630
-4,994
-10% -$1.32M 1.09% 12
2022
Q2 		$12.7M Buy
49,624
+800
+2% +$217K 1.16% 9
2022
Q1 		$15.1M Buy
48,824
+1,832
+4% +$551K 1.22% 8
2021
Q4 		$15.8M Buy
46,992
+1,656
+4% +$537K 1.14% 9
2021
Q3 		$12.8M Buy
45,336
+5,918
+15% +$1.72M 1.09% 10
2021
Q2 		$10.7M Buy
39,418
+6,106
+18% +$1.55M 0.94% 14
2021
Q1 		$7.85M Buy
33,312
+4,053
+14% +$940K 0.83% 13
2020
Q4 		$6.51M Buy
29,259
+5,344
+22% +$1.15M 0.9% 16
2020
Q3 		$5.03M Buy
23,915
+2,638
+12% +$554K 1.23% 14
2020
Q2 		$4.33M Buy
21,277
+9,184
+76% +$1.67M 1.33% 16
2020
Q1 		$1.91M Buy
12,093
+1,064
+10% +$175K 1.35% 13
2019
Q4 		$1.74M Sell
11,029
-7,395
-40% -$1.09M 0.99% 23
2019
Q3 		$2.56M Buy
18,424
+753
+4% +$104K 0.98% 22
2019
Q2 		$2.37M Buy
17,671
+2,418
+16% +$307K 0.94% 22
2019
Q1 		$1.8M Buy
15,253
+582
+4% +$63.5K 0.97% 18
2018
Q4 		$1.49M Buy
+14,671
New +$1.57M 0.99% 20

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

Stratos Wealth Advisors's MSFT Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Microsoft (MSFT) stake by 1.4% in Q1 2026, buying an estimated $326K and bringing the position to 56,809 shares worth $21M. The position accounts for 1.29% of the portfolio, ranked #9.

Stratos Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $28.9M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stratos Wealth Advisors held 56,809 shares of Microsoft worth $21M as of Q1 2026.
  • Stratos Wealth Advisors bought 780 Microsoft shares in Q1 2026, an estimated $326K.
  • Microsoft made up 1.29% of Stratos Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Stratos Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Microsoft position peaked at $28.9M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.