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44 Wealth Management’s Microsoft MSFT Stock Holding History

44 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 		$15M Buy
40,419
+1,580
+4% +$661K 5.23% 2
2025
Q4 		$18.8M Buy
38,839
+27
+0.1% +$13.5K 6.3% 2
2025
Q3 		$20.1M Sell
38,812
-838
-2% -$427K 6.82% 2
2025
Q2 		$19.7M Buy
39,650
+933
+2% +$405K 6.98% 2
2025
Q1 		$14.5M Buy
38,717
+1,892
+5% +$771K 5.46% 2
2024
Q4 		$15.5M Buy
36,825
+614
+2% +$262K 5.97% 2
2024
Q3 		$15.4M Buy
+36,211
New +$15.5M 5.41% 2
2023
Q2 		$12.4M Sell
36,369
-1,011
-3% -$317K 4.23% 2
2023
Q1 		$10.8M Buy
37,380
+484
+1% +$123K 3.65% 2
2022
Q4 		$8.85M Buy
36,896
+914
+3% +$219K 3.06% 3
2022
Q3 		$8.38M Buy
35,982
+278
+0.8% +$73.4K 3.45% 3
2022
Q2 		$9.17M Buy
35,704
+57
+0.2% +$15.5K 3.55% 2
2022
Q1 		$11M Buy
35,647
+700
+2% +$211K 3.96% 2
2021
Q4 		$11.8M Sell
34,947
-301
-0.9% -$97.6K 4.08% 2
2021
Q3 		$9.94M Sell
35,248
-717
-2% -$209K 3.8% 2
2021
Q2 		$9.74M Buy
35,965
+187
+0.5% +$47.5K 3.75% 2
2021
Q1 		$8.44M Buy
35,778
+1,088
+3% +$252K 3.53% 3
2020
Q4 		$7.72M Buy
+34,690
New +$7.46M 3.51% 3

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

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

44 Wealth Management increased its Microsoft (MSFT) stake by 4.1% in Q1 2026, buying an estimated $661K and bringing the position to 40,419 shares worth $15M. The position accounts for 5.23% of the portfolio, ranked #2.

44 Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 18 quarters since. The position peaked at $20.1M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • 44 Wealth Management held 40,419 shares of Microsoft worth $15M as of Q1 2026.
  • 44 Wealth Management bought 1,580 Microsoft shares in Q1 2026, an estimated $661K.
  • Microsoft made up 5.23% of 44 Wealth Management's portfolio in Q1 2026, its #2 holding.
  • 44 Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 18 quarters since.
  • 44 Wealth Management's Microsoft position peaked at $20.1M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.