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Yoder Wealth Management’s Microsoft MSFT Stock Holding History

Yoder 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 		$1.69M Buy
4,573
+233
+5% +$97.5K 0.77% 40
2025
Q4 		$2.1M Buy
4,340
+256
+6% +$128K 0.96% 35
2025
Q3 		$2.12M Buy
4,084
+278
+7% +$142K 1% 31
2025
Q2 		$1.89M Buy
3,806
+455
+14% +$198K 0.99% 34
2025
Q1 		$1.26M Sell
3,351
-27
-0.8% -$11K 0.71% 40
2024
Q4 		$1.42M Buy
3,378
+517
+18% +$220K 0.79% 39
2024
Q3 		$1.23M Buy
2,861
+302
+12% +$129K 0.74% 36
2024
Q2 		$1.14M Buy
2,559
+23
+0.9% +$9.71K 0.74% 37
2024
Q1 		$1.07M Sell
2,536
-146
-5% -$59.1K 0.7% 39
2023
Q4 		$1.01M Buy
2,682
+73
+3% +$26K 0.71% 35
2023
Q3 		$824K Sell
2,609
-727
-22% -$240K 0.68% 36
2023
Q2 		$1.14M Buy
3,336
+89
+3% +$27.9K 0.89% 30
2023
Q1 		$936K Buy
+3,247
New +$828K 0.78% 32

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

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

Yoder Wealth Management increased its Microsoft (MSFT) stake by 5.4% in Q1 2026, buying an estimated $97.5K and bringing the position to 4,573 shares worth $1.69M. The position accounts for 0.77% of the portfolio, ranked #40.

Yoder Wealth Management first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.12M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Yoder Wealth Management held 4,573 shares of Microsoft worth $1.69M as of Q1 2026.
  • Yoder Wealth Management bought 233 Microsoft shares in Q1 2026, an estimated $97.5K.
  • Microsoft made up 0.77% of Yoder Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Yoder Wealth Management first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Yoder Wealth Management's Microsoft position peaked at $2.12M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.