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WealthBridge Capital Management’s Microsoft MSFT Stock Holding History

WealthBridge Capital 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 		$4.7M Buy
12,693
+296
+2% +$124K 1.08% 22
2025
Q4 		$6M Sell
12,397
-580
-4% -$291K 1.37% 17
2025
Q3 		$6.72M Sell
12,977
-120
-0.9% -$61.2K 1.58% 14
2025
Q2 		$6.51M Buy
13,097
+84
+0.6% +$36.5K 1.65% 12
2025
Q1 		$4.89M Buy
13,013
+70
+0.5% +$28.5K 1.38% 14
2024
Q4 		$5.46M Buy
12,943
+245
+2% +$104K 1.52% 15
2024
Q3 		$5.46M Buy
12,698
+1,178
+10% +$504K 1.56% 14
2024
Q2 		$5.15M Sell
11,520
-547
-5% -$231K 1.69% 14
2024
Q1 		$5.08M Buy
12,067
+60
+0.5% +$24.3K 1.71% 13
2023
Q4 		$4.52M Buy
12,007
+484
+4% +$172K 1.69% 14
2023
Q3 		$3.64M Buy
11,523
+653
+6% +$216K 1.5% 17
2023
Q2 		$3.7M Sell
10,870
-1,667
-13% -$522K 1.48% 17
2023
Q1 		$3.61M Buy
12,537
+63
+0.5% +$16.1K 1.44% 16
2022
Q4 		$2.99M Buy
12,474
+877
+8% +$210K 1.25% 18
2022
Q3 		$2.98M Hold
11,597
– – 1.27% 18
2022
Q2 		$2.98M Buy
11,597
+1,067
+10% +$290K 1.27% 18
2022
Q1 		$3.25M Buy
10,530
+2,679
+34% +$806K 1.21% 20
2021
Q4 		$2.64M Sell
7,851
-288
-4% -$93.4K 0.99% 25
2021
Q3 		$2.29M Sell
8,139
-208
-2% -$60.5K 0.86% 29
2021
Q2 		$2.26M Sell
8,347
-330
-4% -$83.9K 0.82% 31
2021
Q1 		$2.05M Sell
8,677
-113
-1% -$26.2K 0.83% 31
2020
Q4 		$1.96M Buy
8,790
+19
+0.2% +$4.08K 0.86% 31
2020
Q3 		$1.84M Buy
8,771
+189
+2% +$39.7K 0.95% 27
2020
Q2 		$1.75M Buy
8,582
+316
+4% +$57.4K 0.99% 26
2020
Q1 		$1.3M Buy
8,266
+1,769
+27% +$291K 0.91% 26
2019
Q4 		$1.02M Buy
6,497
+60
+0.9% +$8.81K 0.66% 39
2019
Q3 		$895K Buy
6,437
+61
+1% +$8.39K 0.64% 40
2019
Q2 		$648K Sell
6,376
-115
-2% -$14.6K 0.59% 42
2019
Q1 		$815K Buy
6,491
+115
+2% +$12.5K 0.52% 40
2018
Q4 		$648K Buy
+6,376
New +$683K 0.49% 42

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

WealthBridge Capital Management's MSFT Position: Q1 2026 in Review

WealthBridge Capital Management increased its Microsoft (MSFT) stake by 2.4% in Q1 2026, buying an estimated $124K and bringing the position to 12,693 shares worth $4.7M. The position accounts for 1.08% of the portfolio, ranked #22.

WealthBridge Capital Management first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.72M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • WealthBridge Capital Management held 12,693 shares of Microsoft worth $4.7M as of Q1 2026.
  • WealthBridge Capital Management bought 296 Microsoft shares in Q1 2026, an estimated $124K.
  • Microsoft made up 1.08% of WealthBridge Capital Management's portfolio in Q1 2026, its #22 holding.
  • WealthBridge Capital Management first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • WealthBridge Capital Management's Microsoft position peaked at $6.72M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.