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Badgley Phelps Wealth Managers’s Microsoft MSFT Stock Holding History

Badgley Phelps Wealth Managers’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 		$238M Sell
643,356
-42,776
-6% -$17.9M 4.74% 1
2025
Q4 		$332M Buy
686,132
+77,104
+13% +$38.6M 6.08% 1
2025
Q3 		$315M Sell
609,028
-42,479
-7% -$21.7M 6.64% 1
2025
Q2 		$324M Buy
651,507
+6,270
+1% +$2.72M 7.18% 1
2025
Q1 		$242M Buy
645,237
+20,398
+3% +$8.32M 5.85% 1
2024
Q4 		$263M Sell
624,839
-10,314
-2% -$4.39M 6.15% 1
2024
Q3 		$273M Buy
635,153
+2,436
+0.4% +$1.04M 6.35% 1
2024
Q2 		$283M Sell
632,717
-1,948
-0.3% -$823K 7% 1
2024
Q1 		$267M Sell
634,665
-2,411
-0.4% -$976K 6.68% 1
2023
Q4 		$240M Buy
637,076
+146,650
+30% +$52.2M 6.53% 1
2023
Q3 		$155M Buy
490,426
+2,221
+0.5% +$734K 5.27% 1
2023
Q2 		$166M Buy
488,205
+53,686
+12% +$16.8M 5.49% 1
2023
Q1 		$125M Buy
434,519
+6,336
+1% +$1.62M 4.61% 2
2022
Q4 		$103M Buy
428,183
+3,288
+0.8% +$789K 4.11% 2
2022
Q3 		$99M Buy
424,895
+5,594
+1% +$1.48M 4.25% 3
2022
Q2 		$108M Buy
419,301
+452
+0.1% +$123K 4.43% 2
2022
Q1 		$129M Sell
418,849
-2,360
-0.6% -$710K 4.49% 2
2021
Q4 		$142M Buy
421,209
+7,484
+2% +$2.43M 4.6% 2
2021
Q3 		$117M Buy
+413,725
New +$120M 4.24% 2

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

Badgley Phelps Wealth Managers's MSFT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Microsoft (MSFT) stake by 6.2% in Q1 2026, selling an estimated $17.9M and leaving 643,356 shares worth $238M. The position accounts for 4.74% of the portfolio, ranked #1.

Badgley Phelps Wealth Managers first reported a position in MSFT in Q3 2021 and has held it in 19 quarters since. The position peaked at $332M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Badgley Phelps Wealth Managers held 643,356 shares of Microsoft worth $238M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 42,776 Microsoft shares in Q1 2026, an estimated $17.9M.
  • Microsoft made up 4.74% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #1 holding.
  • Badgley Phelps Wealth Managers first reported a position in Microsoft in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Microsoft position peaked at $332M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.