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1900 Wealth Management’s Microsoft MSFT Stock Holding History

1900 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 		$5.49M Buy
14,838
+426
+3% +$178K 0.35% 42
2025
Q4 		$6.97M Buy
14,412
+1,447
+11% +$725K 0.45% 32
2025
Q3 		$6.72M Buy
12,965
+2,741
+27% +$1.4M 0.46% 33
2025
Q2 		$5.09M Sell
10,224
-2,066
-17% -$897K 0.38% 44
2025
Q1 		$4.61M Buy
12,290
+2,150
+21% +$877K 0.38% 47
2024
Q4 		$4.27M Buy
10,140
+294
+3% +$125K 0.36% 49
2024
Q3 		$4.24M Sell
9,846
-2
-0% -$855 0.36% 49
2024
Q2 		$4.4M Sell
9,848
-32
-0.3% -$13.5K 0.41% 46
2024
Q1 		$4.16M Sell
9,880
-3,218
-25% -$1.3M 0.38% 51
2023
Q4 		$4.93M Sell
13,098
-949
-7% -$338K 0.45% 50
2023
Q3 		$4.44M Buy
14,047
+2,629
+23% +$869K 0.44% 56
2023
Q2 		$3.89M Buy
11,418
+983
+9% +$308K 0.4% 55
2023
Q1 		$2.57M Buy
10,435
+609
+6% +$155K 0.28% 66
2022
Q4 		$2.36M Buy
9,826
+178
+2% +$42.7K 0.26% 72
2022
Q3 		$2.25M Buy
9,648
+120
+1% +$31.7K 0.26% 72
2022
Q2 		$2.45M Buy
9,528
+70
+0.7% +$19K 0.27% 71
2022
Q1 		$2.92M Buy
9,458
+1,620
+21% +$487K 0.28% 68
2021
Q4 		$2.64M Buy
7,838
+955
+14% +$310K 0.24% 73
2021
Q3 		$1.94M Buy
6,883
+15
+0.2% +$4.36K 0.19% 87
2021
Q2 		$1.86M Buy
6,868
+742
+12% +$189K 0.18% 80
2021
Q1 		$1.45K Buy
6,126
+3,294
+116% +$764K 0.11% 85
2020
Q4 		$630K Buy
+2,832
New +$609K 0.07% 98

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

1900 Wealth Management's MSFT Position: Q1 2026 in Review

1900 Wealth Management increased its Microsoft (MSFT) stake by 3% in Q1 2026, buying an estimated $178K and bringing the position to 14,838 shares worth $5.49M. The position accounts for 0.35% of the portfolio, ranked #42.

1900 Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.97M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • 1900 Wealth Management held 14,838 shares of Microsoft worth $5.49M as of Q1 2026.
  • 1900 Wealth Management bought 426 Microsoft shares in Q1 2026, an estimated $178K.
  • Microsoft made up 0.35% of 1900 Wealth Management's portfolio in Q1 2026, its #42 holding.
  • 1900 Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • 1900 Wealth Management's Microsoft position peaked at $6.97M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.