Baldwin Wealth Partners’s Microsoft MSFT Stock Holding History

Baldwin 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 Q2	$55.6M	Sell	148,926 -602	-0.4%	-$244K	3.63%	7
2026 Q1	$55.4M	Sell	149,528 -17,913	-11%	-$7.5M	4.02%	6
2025 Q4	$81M	Sell	167,441 -646	-0.4%	-$324K	5.18%	4
2025 Q3	$87.1M	Sell	168,087 -3,178	-2%	-$1.62M	5.67%	2
2025 Q2	$85.2M	Sell	171,265 -28,688	-14%	-$12.5M	5.79%	1
2025 Q1	$75.1M	Buy	199,953 +2,171	+1%	+$885K	5.27%	2
2024 Q4	$83.4M	Buy	197,782 +8,695	+5%	+$3.7M	5.76%	2
2024 Q3	$81.4M	Buy	189,087 +9,714	+5%	+$4.15M	5.55%	2
2024 Q2	$80.2M	Sell	179,373 -8,458	-5%	-$3.57M	6.25%	2
2024 Q1	$79M	Sell	187,831 -6,787	-3%	-$2.75M	5.95%	1
2023 Q4	$73.2M	Sell	194,618 -311	-0.2%	-$111K	5.75%	2
2023 Q3	$61.5M	Sell	194,929 -6,626	-3%	-$2.19M	5.3%	2
2023 Q2	$68.6M	Sell	201,555 -21,207	-10%	-$6.65M	5.63%	2
2023 Q1	$64.2M	Sell	222,762 -1,673	-0.7%	-$427K	5.6%	2
2022 Q4	$53.8M	Buy	224,435 +22,419	+11%	+$5.38M	4.88%	2
2022 Q3	$47M	Sell	202,016 -2,729	-1%	-$721K	6.5%	2
2022 Q2	$52.6M	Sell	204,745 -996	-0.5%	-$270K	6.82%	2
2022 Q1	$63.4M	Buy	205,741 +3,938	+2%	+$1.18M	6.72%	2
2021 Q4	$67.9M	Buy	201,803 +4,465	+2%	+$1.45M	6.79%	1
2021 Q3	$55.6M	Sell	197,338 -5,661	-3%	-$1.65M	6.17%	1
2021 Q2	$55M	Buy	202,999 +2,356	+1%	+$599K	6.01%	1
2021 Q1	$47.3M	Buy	200,643 +10,148	+5%	+$2.35M	5.62%	1
2020 Q4	$42.4M	Buy	190,495 +2,273	+1%	+$489K	5.33%	3
2020 Q3	$39.6M	Sell	188,222 -5,119	-3%	-$1.08M	5.41%	3
2020 Q2	$39.3M	Sell	193,341 -2,382	-1%	-$432K	5.77%	2
2020 Q1	$30.9M	Sell	195,723 -1,571	-0.8%	-$258K	5.4%	1
2019 Q4	$31.1M	Buy	197,294 +1,164	+0.6%	+$171K	4.35%	2
2019 Q3	$27.3M	Sell	196,130 -2,280	-1%	-$314K	4.1%	2
2019 Q2	$26.6M	Sell	198,410 -6,951	-3%	-$882K	3.92%	2
2019 Q1	$24.2M	Sell	205,361 -2,976	-1%	-$325K	3.61%	2
2018 Q4	$21.2M	Buy	208,337 +5,046	+2%	+$541K	3.55%	3
2018 Q3	$23.3M	Buy	203,291 +6,803	+3%	+$737K	3.26%	4
2018 Q2	$19.4M	Buy	196,488 +695	+0.4%	+$67.4K	3.01%	4
2018 Q1	$17.9M	Sell	195,793 -3,276	-2%	-$300K	2.89%	4
2017 Q4	$17M	Buy	199,069 +3,147	+2%	+$258K	2.65%	5
2017 Q3	$14.6M	Sell	195,922 -3,130	-2%	-$229K	2.35%	9
2017 Q2	$13.7M	Sell	199,052 -2,382	-1%	-$164K	2.21%	12
2017 Q1	$13.3M	Buy	201,434 +13,969	+7%	+$895K	2.19%	12
2016 Q4	$11.6M	Buy	187,465 +158,002	+536%	+$9.5M	2.1%	16
2016 Q3	$1.7M	Sell	29,463 -3,726	-11%	-$210K	0.31%	54
2016 Q2	$1.7M	Sell	33,189 -49,685	-60%	-$2.58M	0.35%	48
2016 Q1	$4.58M	Buy	82,874 +19,871	+32%	+$1.04M	0.82%	35
2015 Q4	$3.5M	Sell	63,003 -2,344	-4%	-$123K	0.57%	48
2015 Q3	$2.89M	Sell	65,347 -4,785	-7%	-$215K	0.49%	52
2015 Q2	$3.1M	Sell	70,132 -225	-0.3%	-$10.3K	0.46%	55
2015 Q1	$2.86M	Sell	70,357 -32,086	-31%	-$1.4M	0.42%	62
2014 Q4	$4.76M	Buy	102,443 +19,864	+24%	+$932K	0.69%	42
2014 Q3	$3.83M	Buy	82,579 +13,360	+19%	+$596K	0.54%	51
2014 Q2	$2.89M	Buy	69,219 +688	+1%	+$27.8K	0.43%	59
2014 Q1	$2.81M	Sell	68,531 -1,551	-2%	-$58.2K	0.45%	55
2013 Q4	$2.62M	Buy	70,082 +6,548	+10%	+$238K	0.42%	63
2013 Q3	$2.11M	Sell	63,534 -4,237	-6%	-$139K	0.39%	66
2013 Q2	$2.34M	Buy	+67,771	New	+$2.22M	0.46%	64

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Baldwin Wealth Partners's MSFT Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Microsoft (MSFT) stake by 0.4% in Q2 2026, selling an estimated $244K and leaving 148,926 shares worth $55.6M. The position accounts for 3.63% of the portfolio, ranked #7.

Baldwin Wealth Partners first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $87.1M in Q3 2025. 2,912 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Baldwin Wealth Partners held 148,926 shares of Microsoft worth $55.6M as of Q2 2026.
Baldwin Wealth Partners sold 602 Microsoft shares in Q2 2026, an estimated $244K.
Microsoft made up 3.63% of Baldwin Wealth Partners's portfolio in Q2 2026, its #7 holding.
Baldwin Wealth Partners first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Baldwin Wealth Partners's Microsoft position peaked at $87.1M in Q3 2025.
2,912 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.