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Abacus Wealth Partners’s Microsoft MSFT Stock Holding History

Abacus Wealth Partners’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 		$10.5M Sell
28,330
-461
-2% -$193K 0.96% 14
2025
Q4 		$13.9M Buy
28,791
+20,973
+268% +$10.5M 1.37% 13
2025
Q3 		$4.05M Buy
7,818
+183
+2% +$93.4K 0.58% 18
2025
Q2 		$3.8M Buy
7,635
+351
+5% +$152K 0.58% 18
2025
Q1 		$2.73M Sell
7,284
-1,342
-16% -$547K 0.41% 17
2024
Q4 		$3.64M Sell
8,626
-486
-5% -$207K 0.54% 16
2024
Q3 		$3.92M Buy
9,112
+837
+10% +$358K 0.59% 16
2024
Q2 		$3.7M Sell
8,275
-676
-8% -$285K 0.61% 16
2024
Q1 		$3.77M Sell
8,951
-90
-1% -$36.4K 0.63% 16
2023
Q4 		$3.4M Sell
9,041
-1,544
-15% -$550K 0.57% 16
2023
Q3 		$3.34M Buy
10,585
+5,719
+118% +$1.89M 1.03% 15
2023
Q2 		$1.66M Sell
4,866
-1,349
-22% -$423K 0.5% 17
2023
Q1 		$1.93M Buy
6,215
+553
+10% +$141K 0.64% 16
2022
Q4 		$1.36M Buy
5,662
+99
+2% +$23.8K 0.48% 19
2022
Q3 		$1.3M Sell
5,563
-1,080
-16% -$285K 0.69% 15
2022
Q2 		$1.71M Sell
6,643
-1,041
-14% -$283K 0.89% 12
2022
Q1 		$2.37M Sell
7,684
-1,112
-13% -$335K 1.05% 12
2021
Q4 		$2.96M Sell
8,796
-1,027
-10% -$333K 1.05% 13
2021
Q3 		$2.77M Sell
9,823
-44
-0.4% -$12.8K 1.02% 13
2021
Q2 		$2.67M Buy
9,867
+1,094
+12% +$278K 1.05% 14
2021
Q1 		$2.07M Buy
8,773
+1,659
+23% +$385K 1.47% 14
2020
Q4 		$1.58M Buy
+7,114
New +$1.53M 1.38% 15

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

Abacus Wealth Partners's MSFT Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Microsoft (MSFT) stake by 1.6% in Q1 2026, selling an estimated $193K and leaving 28,330 shares worth $10.5M. The position accounts for 0.96% of the portfolio, ranked #14.

Abacus Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.9M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Abacus Wealth Partners held 28,330 shares of Microsoft worth $10.5M as of Q1 2026.
  • Abacus Wealth Partners sold 461 Microsoft shares in Q1 2026, an estimated $193K.
  • Microsoft made up 0.96% of Abacus Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Abacus Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Abacus Wealth Partners's Microsoft position peaked at $13.9M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.