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Tandem Wealth Advisors’s Microsoft MSFT Stock Holding History

Tandem 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 		$1.24M Buy
3,354
+250
+8% +$105K 0.55% 19
2025
Q4 		$1.5M Buy
3,104
+476
+18% +$239K 0.67% 16
2025
Q3 		$1.36M Sell
2,628
-330
-11% -$168K 0.65% 16
2025
Q2 		$1.47M Buy
2,958
+270
+10% +$117K 0.73% 15
2025
Q1 		$1.01M Sell
2,688
-524
-16% -$214K 0.53% 18
2024
Q4 		$1.35M Buy
3,212
+261
+9% +$111K 0.69% 17
2024
Q3 		$1.27M Buy
2,951
+222
+8% +$94.9K 0.64% 16
2024
Q2 		$1.22M Sell
2,729
-14
-0.5% -$5.91K 0.65% 16
2024
Q1 		$1.15M Buy
2,743
+12
+0.4% +$4.86K 0.63% 16
2023
Q4 		$1.03M Buy
2,731
+483
+21% +$172K 0.59% 16
2023
Q3 		$710K Sell
2,248
-32
-1% -$10.6K 0.43% 18
2023
Q2 		$776K Sell
2,280
-329
-13% -$103K 0.47% 17
2023
Q1 		$752K Sell
2,609
-12
-0.5% -$3.06K 0.47% 17
2022
Q4 		$629K Buy
+2,621
New +$629K 0.4% 23

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

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

Tandem Wealth Advisors increased its Microsoft (MSFT) stake by 8.1% in Q1 2026, buying an estimated $105K and bringing the position to 3,354 shares worth $1.24M. The position accounts for 0.55% of the portfolio, ranked #19.

Tandem Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.5M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tandem Wealth Advisors held 3,354 shares of Microsoft worth $1.24M as of Q1 2026.
  • Tandem Wealth Advisors bought 250 Microsoft shares in Q1 2026, an estimated $105K.
  • Microsoft made up 0.55% of Tandem Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Tandem Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Tandem Wealth Advisors's Microsoft position peaked at $1.5M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.