Peloton Wealth Strategists / MSFT
Peloton Wealth Strategists’s Microsoft Corp Position
Does Peloton Wealth Strategists own Microsoft Corp (MSFT)? Yes — 14.6K shares worth $5M (+2.19% of its 13F portfolio) as of Q1 2026, down from 14.9K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
14.6K
% of Portfolio
+2.19%
Quarters Held
25
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 14.6K | $5M | +2.19% |
| Q4 2025 | 14.9K | $7M | +2.80% |
| Q3 2025 | 16.1K | $8M | +3.27% |
| Q2 2025 | 16.3K | $8M | +3.26% |
| Q1 2025 | 16.3K | $6M | +2.56% |
| Q4 2024 | 16.8K | $7M | +2.85% |
| Q3 2024 | 17.0K | $7M | +2.90% |
| Q2 2024 | 17.5K | $8M | +3.22% |
| Q1 2024 | 17.4K | $7M | +2.98% |
| Q4 2023 | 17.6K | $7M | +2.87% |
| Q3 2023 | 18.1K | $6M | +2.63% |
| Q2 2023 | 20.4K | $7M | +3.07% |
| Q1 2023 | 21.7K | $6M | +2.85% |
| Q4 2022 | 21.7K | $5M | +2.50% |
| Q3 2022 | 21.5K | $5M | +2.60% |
| Q2 2022 | 21.3K | $5M | +2.66% |
| Q1 2022 | 22.4K | $7M | +2.89% |
| Q4 2021 | 22.6K | $8M | +3.05% |
| Q3 2021 | 23.9K | $7M | +2.76% |
| Q2 2021 | 24.6K | $7M | +2.74% |
| Q4 2020 | 22.6K | $5M | +2.49% |
| Q3 2020 | 22.4K | $5M | +2.64% |
| Q2 2020 | 22.1K | $4M | +2.83% |
| Q1 2020 | 16.7K | $3M | +2.15% |
| Q4 2019 | 1.6K | $252,000 | +0.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of MSFT.