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Wealth Quarterback’s Microsoft MSFT Stock Holding History

Wealth Quarterback’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 		$3.97M Buy
10,723
+702
+7% +$294K 1.56% 13
2025
Q4 		$4.85M Buy
10,021
+379
+4% +$190K 1.74% 10
2025
Q3 		$4.99M Buy
9,642
+125
+1% +$63.8K 1.93% 11
2025
Q2 		$4.73M Buy
9,517
+117
+1% +$50.8K 2.24% 8
2025
Q1 		$3.53M Buy
9,400
+478
+5% +$195K 1.99% 6
2024
Q4 		$3.76M Sell
8,922
-508
-5% -$216K 1.77% 10
2024
Q3 		$4.06M Buy
9,430
+459
+5% +$196K 2.11% 11
2024
Q2 		$4.01M Buy
8,971
+1,214
+16% +$513K 2.27% 8
2024
Q1 		$3.26M Sell
7,757
-90
-1% -$36.4K 1.82% 13
2023
Q4 		$2.95M Sell
7,847
-320
-4% -$114K 1.8% 13
2023
Q3 		$2.58M Buy
8,167
+261
+3% +$86.2K 2.23% 14
2023
Q2 		$2.69M Sell
7,906
-320
-4% -$100K 1.86% 12
2023
Q1 		$2.37M Sell
8,226
-246
-3% -$62.8K 2.01% 13
2022
Q4 		$2.03M Sell
8,472
-231
-3% -$55.4K 1.68% 15
2022
Q3 		$2.03M Buy
8,703
+588
+7% +$155K 2.16% 10
2022
Q2 		$2.08M Buy
+8,115
New +$2.2M 1.62% 16
2021
Q3 		$2.31M Sell
8,207
-110
-1% -$32K 1.54% 11
2021
Q2 		$2.25M Buy
+8,317
New +$2.11M 1.37% 12
2020
Q4 		$2.03M Sell
9,127
-1,597
-15% -$343K 1.69% 13
2020
Q3 		$2.18M Hold
10,724
– – 2% 13
2020
Q2 		$2.18M Buy
10,724
+949
+10% +$172K 2% 13
2020
Q1 		$1.53M Sell
9,775
-46,192
-83% -$7.6M 1.41% 21
2019
Q4 		$1.49M Buy
+55,967
New +$8.22M 1.29% 19

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 Quarterback's MSFT Position: Q1 2026 in Review

Wealth Quarterback increased its Microsoft (MSFT) stake by 7% in Q1 2026, buying an estimated $294K and bringing the position to 10,723 shares worth $3.97M. The position accounts for 1.56% of the portfolio, ranked #13.

Wealth Quarterback first reported a position in MSFT in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.99M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealth Quarterback held 10,723 shares of Microsoft worth $3.97M as of Q1 2026.
  • Wealth Quarterback bought 702 Microsoft shares in Q1 2026, an estimated $294K.
  • Microsoft made up 1.56% of Wealth Quarterback's portfolio in Q1 2026, its #13 holding.
  • Wealth Quarterback first reported a position in Microsoft in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's Microsoft position peaked at $4.99M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.