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Vance Wealth’s Microsoft MSFT Stock Holding History

Vance Wealth’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 		$2.09M Buy
5,647
+467
+9% +$195K 0.6% 39
2025
Q4 		$2.51M Sell
5,180
-84
-2% -$42.1K 0.74% 31
2025
Q3 		$2.73M Buy
5,264
+319
+6% +$163K 0.84% 31
2025
Q2 		$2.46M Buy
4,945
+618
+14% +$268K 0.83% 29
2025
Q1 		$1.62M Buy
4,327
+521
+14% +$212K 0.61% 40
2024
Q4 		$1.6M Sell
3,806
-141
-4% -$60.1K 0.62% 36
2024
Q3 		$1.7M Buy
3,947
+193
+5% +$82.5K 0.64% 35
2024
Q2 		$1.68M Buy
3,754
+204
+6% +$86.2K 0.69% 33
2024
Q1 		$1.49M Buy
3,550
+252
+8% +$102K 0.6% 32
2023
Q4 		$1.24M Hold
3,298
– – 0.54% 35
2023
Q3 		$1.04M Buy
3,298
+303
+10% +$100K 0.49% 37
2023
Q2 		$1.02M Sell
2,995
-147
-5% -$46.1K 0.46% 37
2023
Q1 		$906K Buy
3,142
+1,048
+50% +$267K 0.49% 35
2022
Q4 		$502K Hold
2,094
– – 0.31% 39
2022
Q3 		$488K Buy
2,094
+340
+19% +$89.8K 0.38% 32
2022
Q2 		$450K Buy
1,754
+61
+4% +$16.6K 0.35% 34
2022
Q1 		$522K Buy
1,693
+12
+0.7% +$3.61K 0.66% 24
2021
Q4 		$565K Buy
+1,681
New +$545K 0.55% 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

Vance Wealth's MSFT Position: Q1 2026 in Review

Vance Wealth increased its Microsoft (MSFT) stake by 9% in Q1 2026, buying an estimated $195K and bringing the position to 5,647 shares worth $2.09M. The position accounts for 0.6% of the portfolio, ranked #39.

Vance Wealth first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.73M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Vance Wealth held 5,647 shares of Microsoft worth $2.09M as of Q1 2026.
  • Vance Wealth bought 467 Microsoft shares in Q1 2026, an estimated $195K.
  • Microsoft made up 0.6% of Vance Wealth's portfolio in Q1 2026, its #39 holding.
  • Vance Wealth first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Vance Wealth's Microsoft position peaked at $2.73M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.