1 North Wealth Services’s Microsoft MSFT Stock Holding History

1 North Wealth Services’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	$246K	Buy	663 +70	+12%	+$29.3K	0.09%	54
2025 Q4	$287K	Sell	593 -5	-0.8%	-$2.51K	0.1%	52
2025 Q3	$310K	Sell	598 -40	-6%	-$20.4K	0.13%	46
2025 Q2	$317K	Sell	638 -20	-3%	-$8.69K	0.13%	51
2025 Q1	$247K	Sell	658 -25	-4%	-$10.2K	0.11%	49
2024 Q4	$288K	Buy	+683	New	+$291K	0.12%	50
2019 Q4	$215K	Buy	1,362 +693	+104%	+$102K	0.13%	58
2019 Q3	$93K	Buy	+669	New	+$92K	0.06%	68
2019 Q1	$66K	Buy	559 +73	+15%	+$7.96K	0.05%	69
2018 Q4	$49K	Buy	+486	New	+$52.1K	0.04%	70

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1 North Wealth Services's MSFT Position: Q1 2026 in Review

1 North Wealth Services increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $29.3K and bringing the position to 663 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #54.

1 North Wealth Services first reported a position in MSFT in Q4 2018 and has held it in 10 quarters since. The position peaked at $317K in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

1 North Wealth Services held 663 shares of Microsoft worth $246K as of Q1 2026.
1 North Wealth Services bought 70 Microsoft shares in Q1 2026, an estimated $29.3K.
Microsoft made up 0.09% of 1 North Wealth Services's portfolio in Q1 2026, its #54 holding.
1 North Wealth Services first reported a position in Microsoft in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Microsoft position peaked at $317K in Q2 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.