VCI Wealth Management’s Microsoft MSFT Stock Holding History

VCI 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	$12.8M	Sell	34,632 -2,058	-6%	-$861K	3.55%	6
2025 Q4	$17.7M	Buy	36,690 +5,313	+17%	+$2.66M	4.93%	3
2025 Q3	$16.3M	Buy	31,377 +3,115	+11%	+$1.59M	4.93%	2
2025 Q2	$14.1M	Buy	28,262 +1,250	+5%	+$543K	4.92%	2
2025 Q1	$10.1M	Sell	27,012 -1,048	-4%	-$427K	4.25%	5
2024 Q4	$11.8M	Sell	28,060 -612	-2%	-$261K	5.02%	2
2024 Q3	$12.3M	Buy	28,672 +13,889	+94%	+$5.94M	5.49%	2
2024 Q2	$6.61M	Buy	14,783 +7,391	+100%	+$3.12M	3.27%	7
2024 Q1	$3.11M	Buy	7,392 +1,585	+27%	+$642K	2.1%	13
2023 Q4	$2.18M	Buy	+5,807	New	+$2.07M	1.33%	21

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCI Wealth Management's MSFT Position: Q1 2026 in Review

VCI Wealth Management reduced its Microsoft (MSFT) stake by 5.6% in Q1 2026, selling an estimated $861K and leaving 34,632 shares worth $12.8M. The position accounts for 3.55% of the portfolio, ranked #6.

VCI Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.7M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

VCI Wealth Management held 34,632 shares of Microsoft worth $12.8M as of Q1 2026.
VCI Wealth Management sold 2,058 Microsoft shares in Q1 2026, an estimated $861K.
Microsoft made up 3.55% of VCI Wealth Management's portfolio in Q1 2026, its #6 holding.
VCI Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
VCI Wealth Management's Microsoft position peaked at $17.7M in Q4 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.