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Aberdeen Wealth Management’s Microsoft MSFT Stock Holding History

Aberdeen 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 		$4.13M Sell
11,170
-250
-2% -$105K 1.88% 8
2025
Q4 		$5.52M Sell
11,420
-1,004
-8% -$503K 2.56% 5
2025
Q3 		$6.43M Buy
12,424
+56
+0.5% +$28.6K 4.04% 3
2025
Q2 		$6.15M Buy
12,368
+1
+0% +$434 4.09% 3
2025
Q1 		$4.64M Sell
12,367
-294
-2% -$120K 3.2% 4
2024
Q4 		$5.34M Sell
12,661
-601
-5% -$256K 3.66% 4
2024
Q3 		$5.71M Sell
13,262
-440
-3% -$188K 3.75% 4
2024
Q2 		$6.12M Sell
13,702
-749
-5% -$316K 4.14% 4
2024
Q1 		$6.08M Buy
14,451
+214
+2% +$86.6K 3.54% 4
2023
Q4 		$5.35M Sell
14,237
-406
-3% -$145K 3.88% 3
2023
Q3 		$4.62M Sell
14,643
-99
-0.7% -$32.7K 3.48% 4
2023
Q2 		$5.02M Buy
14,742
+76
+0.5% +$23.8K 3.63% 4
2023
Q1 		$4.23M Buy
14,666
+1
+0% +$255 3.15% 5
2022
Q4 		$3.52M Buy
14,665
+1
+0% +$240 2.65% 5
2022
Q3 		$3.42M Buy
14,664
+2
+0% +$528 3.01% 4
2022
Q2 		$3.77M Sell
14,662
-49
-0.3% -$13.3K 2.99% 5
2022
Q1 		$4.54M Buy
14,711
+1
+0% +$301 3.09% 5
2021
Q4 		$4.95M Buy
14,710
+60
+0.4% +$19.5K 3.23% 5
2021
Q3 		$4.13M Sell
14,650
-399
-3% -$116K 4% 2
2021
Q2 		$4.08M Sell
15,049
-39
-0.3% -$9.91K 3.76% 2
2021
Q1 		$3.56M Sell
15,088
-1,848
-11% -$429K 2.83% 4
2020
Q4 		$3.77M Buy
16,936
+1,111
+7% +$239K 2.84% 5
2020
Q3 		$3.33M Sell
15,825
-4,530
-22% -$951K 3.17% 4
2020
Q2 		$4.14M Buy
20,355
+3,431
+20% +$623K 4.44% 2
2020
Q1 		$2.67M Buy
16,924
+43
+0.3% +$7.07K 3.25% 4
2019
Q4 		$2.66M Buy
+16,881
New +$2.48M 1.98% 5

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

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

Aberdeen Wealth Management reduced its Microsoft (MSFT) stake by 2.2% in Q1 2026, selling an estimated $105K and leaving 11,170 shares worth $4.13M. The position accounts for 1.88% of the portfolio, ranked #8.

Aberdeen Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.43M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Aberdeen Wealth Management held 11,170 shares of Microsoft worth $4.13M as of Q1 2026.
  • Aberdeen Wealth Management sold 250 Microsoft shares in Q1 2026, an estimated $105K.
  • Microsoft made up 1.88% of Aberdeen Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Aberdeen Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Aberdeen Wealth Management's Microsoft position peaked at $6.43M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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