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Three Cord True Wealth Management’s Microsoft MSFT Stock Holding History

Three Cord True Wealth Management’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 		$501K Buy
1,354
+188
+16% +$78.7K 0.28% 23
2025
Q4 		$564K Buy
1,166
+74
+7% +$37.1K 0.33% 20
2025
Q3 		$565K Sell
1,092
-41
-4% -$20.9K 0.38% 18
2025
Q2 		$563K Sell
1,133
-105
-8% -$45.6K 0.42% 16
2025
Q1 		$465K Buy
1,238
+29
+2% +$11.8K 0.4% 19
2024
Q4 		$510K Buy
+1,209
New +$515K 0.44% 18

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

Three Cord True Wealth Management's MSFT Position: Q1 2026 in Review

Three Cord True Wealth Management increased its Microsoft (MSFT) stake by 16% in Q1 2026, buying an estimated $78.7K and bringing the position to 1,354 shares worth $501K. The position accounts for 0.28% of the portfolio, ranked #23.

Three Cord True Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $565K in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Three Cord True Wealth Management held 1,354 shares of Microsoft worth $501K as of Q1 2026.
  • Three Cord True Wealth Management bought 188 Microsoft shares in Q1 2026, an estimated $78.7K.
  • Microsoft made up 0.28% of Three Cord True Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Three Cord True Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Three Cord True Wealth Management's Microsoft position peaked at $565K in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Three Cord True Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.