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Valley Forge Investment Consultants’s Microsoft MSFT Stock Holding History

Valley Forge Investment Consultants’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 		$436K Buy
1,177
+132
+13% +$55.2K 0.13% 51
2025
Q4 		$505K Sell
1,045
-304
-23% -$152K 0.15% 50
2025
Q3 		$699K Sell
1,349
-199
-13% -$102K 0.2% 40
2025
Q2 		$770K Buy
1,548
+120
+8% +$52.1K 0.25% 38
2025
Q1 		$536K Sell
1,428
-400
-22% -$163K 0.19% 45
2024
Q4 		$771K Buy
1,828
+401
+28% +$171K 0.26% 37
2024
Q3 		$614K Buy
1,427
+95
+7% +$40.6K 0.21% 40
2024
Q2 		$595K Buy
1,332
+26
+2% +$11K 0.23% 37
2024
Q1 		$549K Buy
1,306
+102
+8% +$41.3K 0.21% 38
2023
Q4 		$453K Buy
1,204
+150
+14% +$53.4K 0.2% 41
2023
Q3 		$333K Buy
1,054
+574
+120% +$190K 0.15% 52
2023
Q2 		$163K Hold
480
– – 0.08% 59
2023
Q1 		$138K Sell
480
-392
-45% -$100K 0.07% 62
2022
Q4 		$209K Sell
872
-44
-5% -$10.6K 0.11% 65
2022
Q3 		$213K Hold
916
– – 0.12% 65
2022
Q2 		$235K Hold
916
– – 0.12% 60
2022
Q1 		$283K Buy
916
+32
+4% +$9.63K 0.12% 60
2021
Q4 		$297K Buy
884
+5
+0.6% +$1.62K 0.13% 56
2021
Q3 		$248K Sell
879
-292
-25% -$85K 0.13% 59
2021
Q2 		$317K Buy
1,171
+428
+58% +$109K 0.17% 56
2021
Q1 		$175K Buy
743
+102
+16% +$23.7K 0.12% 61
2020
Q4 		$143K Buy
+641
New +$138K 0.12% 57

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

Valley Forge Investment Consultants's MSFT Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $55.2K and bringing the position to 1,177 shares worth $436K. The position accounts for 0.13% of the portfolio, ranked #51.

Valley Forge Investment Consultants first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $771K in Q4 2024. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Valley Forge Investment Consultants held 1,177 shares of Microsoft worth $436K as of Q1 2026.
  • Valley Forge Investment Consultants bought 132 Microsoft shares in Q1 2026, an estimated $55.2K.
  • Microsoft made up 0.13% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #51 holding.
  • Valley Forge Investment Consultants first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's Microsoft position peaked at $771K in Q4 2024.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.