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Wood Tarver Financial Group’s Microsoft MSFT Stock Holding History

Wood Tarver Financial Group’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 		$2.36M Buy
6,370
+331
+5% +$139K 0.65% 28
2025
Q4 		$2.92M Sell
6,039
-181
-3% -$90.7K 0.82% 24
2025
Q3 		$3.22M Sell
6,220
-160
-3% -$81.6K 0.95% 20
2025
Q2 		$3.17M Buy
6,380
+143
+2% +$62.1K 0.96% 18
2025
Q1 		$2.34M Buy
6,237
+80
+1% +$32.6K 0.76% 20
2024
Q4 		$2.6M Buy
+6,157
New +$2.62M 0.87% 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

Wood Tarver Financial Group's MSFT Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Microsoft (MSFT) stake by 5.5% in Q1 2026, buying an estimated $139K and bringing the position to 6,370 shares worth $2.36M. The position accounts for 0.65% of the portfolio, ranked #28.

Wood Tarver Financial Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.22M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wood Tarver Financial Group held 6,370 shares of Microsoft worth $2.36M as of Q1 2026.
  • Wood Tarver Financial Group bought 331 Microsoft shares in Q1 2026, an estimated $139K.
  • Microsoft made up 0.65% of Wood Tarver Financial Group's portfolio in Q1 2026, its #28 holding.
  • Wood Tarver Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Microsoft position peaked at $3.22M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.