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BCS Private Wealth Management’s Microsoft MSFT Stock Holding History

BCS Private 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 		$11.9M Buy
32,215
+6,488
+25% +$2.71M 3.62% 3
2025
Q4 		$12.4M Sell
25,727
-552
-2% -$277K 4.25% 2
2025
Q3 		$13.6M Buy
26,279
+179
+0.7% +$91.3K 4.87% 2
2025
Q2 		$13M Buy
+26,100
New +$11.3M 4.88% 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

BCS Private Wealth Management's MSFT Position: Q1 2026 in Review

BCS Private Wealth Management increased its Microsoft (MSFT) stake by 25% in Q1 2026, buying an estimated $2.71M and bringing the position to 32,215 shares worth $11.9M. The position accounts for 3.62% of the portfolio, ranked #3.

BCS Private Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.6M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BCS Private Wealth Management held 32,215 shares of Microsoft worth $11.9M as of Q1 2026.
  • BCS Private Wealth Management bought 6,488 Microsoft shares in Q1 2026, an estimated $2.71M.
  • Microsoft made up 3.62% of BCS Private Wealth Management's portfolio in Q1 2026, its #3 holding.
  • BCS Private Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's Microsoft position peaked at $13.6M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.