Stratos Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $138M | Sell |
373,869
-760
| -0.2% | -$318K | 1.57% | 6 |
|
|
2025
Q4 | $181M | Buy |
374,629
+6,426
| +2% | +$3.22M | 2.05% | 6 |
|
|
2025
Q3 | $191M | Buy |
368,203
+25,894
| +8% | +$13.2M | 2.25% | 6 |
|
|
2025
Q2 | $170M | Buy |
342,309
+18,575
| +6% | +$8.07M | 2.3% | 6 |
|
|
2025
Q1 | $122M | Sell |
323,734
-21,948
| -6% | -$8.95M | 1.85% | 5 |
|
|
2024
Q4 | $146M | Sell |
345,682
-3,157
| -0.9% | -$1.34M | 2.06% | 6 |
|
|
2024
Q3 | $150M | Buy |
348,839
+22,112
| +7% | +$9.45M | 2.17% | 5 |
|
|
2024
Q2 | $146M | Buy |
326,727
+6,364
| +2% | +$2.69M | 2.34% | 5 |
|
|
2024
Q1 | $135M | Buy |
320,363
+27,497
| +9% | +$11.1M | 2.23% | 5 |
|
|
2023
Q4 | $110M | Buy |
292,866
+4,704
| +2% | +$1.67M | 2.05% | 4 |
|
|
2023
Q3 | $91M | Buy |
288,162
+19,355
| +7% | +$6.4M | 1.96% | 4 |
|
|
2023
Q2 | $91.5M | Buy |
268,807
+17,769
| +7% | +$5.57M | 2.07% | 4 |
|
|
2023
Q1 | $72.4M | Sell |
251,038
-23,645
| -9% | -$6.03M | 1.93% | 6 |
|
|
2022
Q4 | $65.9M | Sell |
274,683
-2,059
| -0.7% | -$494K | 1.67% | 6 |
|
|
2022
Q3 | $64.5M | Sell |
276,742
-14,172
| -5% | -$3.74M | 1.8% | 6 |
|
|
2022
Q2 | $74.7M | Buy |
290,914
+15,285
| +6% | +$4.15M | 1.88% | 7 |
|
|
2022
Q1 | $85M | Buy |
275,629
+13,075
| +5% | +$3.93M | 1.9% | 5 |
|
|
2021
Q4 | $88.3M | Buy |
262,554
+5,573
| +2% | +$1.81M | 1.95% | 5 |
|
|
2021
Q3 | $72.4M | Sell |
256,981
-2,185
| -0.8% | -$636K | 1.84% | 7 |
|
|
2021
Q2 | $70.2M | Buy |
259,166
+393
| +0.2% | +$99.9K | 1.75% | 5 |
|
|
2021
Q1 | $61M | Buy |
258,773
+18
| +0% | +$4.18K | 1.69% | 6 |
|
|
2020
Q4 | $57.6M | Buy |
258,755
+1,077
| +0.4% | +$232K | 1.71% | 8 |
|
|
2020
Q3 | $54.2M | Buy |
257,678
+6,977
| +3% | +$1.47M | 1.78% | 7 |
|
|
2020
Q2 | $51M | Buy |
250,701
+14,848
| +6% | +$2.7M | 1.82% | 8 |
|
|
2020
Q1 | $37.2M | Buy |
235,853
+44,652
| +23% | +$7.34M | 1.7% | 9 |
|
|
2019
Q4 | $30.2M | Buy |
191,201
+10,670
| +6% | +$1.57M | 1.18% | 14 |
|
|
2019
Q3 | $25.1M | Buy |
180,531
+1,373
| +0.8% | +$189K | 1.09% | 13 |
|
|
2019
Q2 | $24M | Buy |
179,158
+819
| +0.5% | +$104K | 1.04% | 14 |
|
|
2019
Q1 | $21M | Buy |
178,339
+9,406
| +6% | +$1.03M | 0.95% | 14 |
|
|
2018
Q4 | $17.2M | Buy |
168,933
+144
| +0.1% | +$15.4K | 0.88% | 16 |
|
|
2018
Q3 | $19.3M | Sell |
168,789
-303
| -0.2% | -$32.8K | 0.86% | 16 |
|
|
2018
Q2 | $16.7M | Sell |
169,092
-12,206
| -7% | -$1.18M | 0.74% | 23 |
|
|
2018
Q1 | $16.5M | Buy |
181,298
+18,079
| +11% | +$1.65M | 0.7% | 24 |
|
|
2017
Q4 | $14M | Sell |
163,219
-6,193
| -4% | -$508K | 0.63% | 27 |
|
|
2017
Q3 | $12.6M | Sell |
169,412
-9,712
| -5% | -$709K | 0.6% | 29 |
|
|
2017
Q2 | $12.3M | Buy |
179,124
+11,814
| +7% | +$811K | 0.64% | 32 |
|
|
2017
Q1 | $11M | Buy |
167,310
+24,683
| +17% | +$1.58M | 0.62% | 33 |
|
|
2016
Q4 | $8.86M | Buy |
142,627
+20,622
| +17% | +$1.24M | 0.55% | 41 |
|
|
2016
Q3 | $7.03M | Buy |
122,005
+18,051
| +17% | +$1.02M | 0.47% | 46 |
|
|
2016
Q2 | $5.32M | Buy |
103,954
+23,775
| +30% | +$1.24M | 0.39% | 51 |
|
|
2016
Q1 | $4.43M | Buy |
80,179
+18,551
| +30% | +$972K | 0.38% | 52 |
|
|
2015
Q4 | $3.42M | Sell |
61,628
-7,691
| -11% | -$405K | 0.29% | 68 |
|
|
2015
Q3 | $3.07M | Buy |
69,319
+9,521
| +16% | +$428K | 0.39% | 57 |
|
|
2015
Q2 | $2.64M | Sell |
59,798
-82,245
| -58% | -$3.75M | 0.34% | 60 |
|
|
2015
Q1 | $5.75M | Buy |
142,043
+2,311
| +2% | +$101K | 0.68% | 25 |
|
|
2014
Q4 | $6.49M | Buy |
139,732
+3,724
| +3% | +$175K | 1.17% | 13 |
|
|
2014
Q3 | $6.3M | Buy |
136,008
+20,838
| +18% | +$930K | 1.48% | 12 |
|
|
2014
Q2 | $4.81M | Buy |
+115,170
| New | +$4.66M | 1.6% | 6 |
|
Other funds holding MSFT
VCM
VPM
Stratos Wealth Partners's MSFT Position: Q1 2026 in Review
Stratos Wealth Partners reduced its Microsoft (MSFT) stake by 0.2% in Q1 2026, selling an estimated $318K and leaving 373,869 shares worth $138M. The position accounts for 1.57% of the portfolio, ranked #6.
Stratos Wealth Partners first reported a position in MSFT in Q2 2014 and has held it in 48 quarters since. The position peaked at $191M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Stratos Wealth Partners held 373,869 shares of Microsoft worth $138M as of Q1 2026.
- Stratos Wealth Partners sold 760 Microsoft shares in Q1 2026, an estimated $318K.
- Microsoft made up 1.57% of Stratos Wealth Partners's portfolio in Q1 2026, its #6 holding.
- Stratos Wealth Partners first reported a position in Microsoft in Q2 2014 and has held it in 48 quarters since.
- Stratos Wealth Partners's Microsoft position peaked at $191M in Q3 2025.
- 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.