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Vivid Wealth Management’s Microsoft MSFT Stock Holding History

Vivid 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 		$2.42M Buy
6,549
+175
+3% +$73.2K 0.98% 41
2025
Q4 		$3.08M Buy
6,374
+169
+3% +$84.7K 1.2% 23
2025
Q3 		$3.21M Sell
6,205
-616
-9% -$314K 1.28% 16
2025
Q2 		$3.39M Sell
6,821
-102
-1% -$44.3K 1.49% 15
2025
Q1 		$2.6M Sell
6,923
-297
-4% -$121K 1.3% 23
2024
Q4 		$3.04M Buy
7,220
+234
+3% +$99.7K 1.54% 18
2024
Q3 		$3.01M Sell
6,986
-316
-4% -$135K 1.57% 16
2024
Q2 		$3.26M Sell
7,302
-4,468
-38% -$1.89M 1.83% 14
2024
Q1 		$4.95M Buy
11,770
+54
+0.5% +$21.9K 3.1% 8
2023
Q4 		$4.41M Buy
+11,716
New +$4.17M 2.99% 8

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

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

Vivid Wealth Management increased its Microsoft (MSFT) stake by 2.7% in Q1 2026, buying an estimated $73.2K and bringing the position to 6,549 shares worth $2.42M. The position accounts for 0.98% of the portfolio, ranked #41.

Vivid Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.95M in Q1 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Vivid Wealth Management held 6,549 shares of Microsoft worth $2.42M as of Q1 2026.
  • Vivid Wealth Management bought 175 Microsoft shares in Q1 2026, an estimated $73.2K.
  • Microsoft made up 0.98% of Vivid Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Vivid Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Vivid Wealth Management's Microsoft position peaked at $4.95M in Q1 2024.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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