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Wealth Forward LLC’s Microsoft MSFT Stock Holding History

Wealth Forward LLC’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 		$1.2M Buy
3,253
+21
+0.6% +$8.79K 0.68% 18
2025
Q4 		$1.56M Buy
3,232
+781
+32% +$391K 0.88% 18
2025
Q3 		$1.27M Buy
2,451
+58
+2% +$29.6K 0.74% 18
2025
Q2 		$1.19M Buy
2,393
+231
+11% +$100K 0.8% 16
2025
Q1 		$812K Hold
2,162
– – 0.58% 17
2024
Q4 		$911K Sell
2,162
-100
-4% -$42.6K 0.64% 17
2024
Q3 		$973K Buy
2,262
+40
+2% +$17.1K 0.68% 17
2024
Q2 		$993K Buy
2,222
+195
+10% +$82.4K 0.78% 17
2024
Q1 		$853K Hold
2,027
– – 0.67% 17
2023
Q4 		$762K Buy
+2,027
New +$721K 0.64% 17

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

Wealth Forward LLC's MSFT Position: Q1 2026 in Review

Wealth Forward LLC increased its Microsoft (MSFT) stake by 0.65% in Q1 2026, buying an estimated $8.79K and bringing the position to 3,253 shares worth $1.2M. The position accounts for 0.68% of the portfolio, ranked #18.

Wealth Forward LLC first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealth Forward LLC held 3,253 shares of Microsoft worth $1.2M as of Q1 2026.
  • Wealth Forward LLC bought 21 Microsoft shares in Q1 2026, an estimated $8.79K.
  • Microsoft made up 0.68% of Wealth Forward LLC's portfolio in Q1 2026, its #18 holding.
  • Wealth Forward LLC first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Wealth Forward LLC's Microsoft position peaked at $1.56M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.