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Beacon Bridge Wealth Partners’s Microsoft MSFT Stock Holding History

Beacon Bridge 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 		$580K Sell
1,566
-23
-1% -$9.62K 0.19% 70
2025
Q4 		$769K Buy
1,589
+146
+10% +$73.2K 0.26% 63
2025
Q3 		$747K Buy
1,443
+195
+16% +$99.5K 0.27% 56
2025
Q2 		$621K Sell
1,248
-97
-7% -$42.1K 0.25% 54
2025
Q1 		$505K Buy
1,345
+36
+3% +$14.7K 0.22% 64
2024
Q4 		$552K Hold
1,309
– – 0.23% 62
2024
Q3 		$563K Buy
1,309
+1
+0.1% +$427 0.24% 59
2024
Q2 		$585K Buy
1,308
+49
+4% +$20.7K 0.27% 57
2024
Q1 		$529K Buy
1,259
+6
+0.5% +$2.43K 0.25% 60
2023
Q4 		$471K Sell
1,253
-285
-19% -$101K 0.24% 58
2023
Q3 		$486K Buy
1,538
+81
+6% +$26.8K 0.26% 49
2023
Q2 		$496K Buy
1,457
+298
+26% +$93.4K 0.25% 40
2023
Q1 		$334K Buy
1,159
+313
+37% +$79.8K 0.2% 57
2022
Q4 		$203K Buy
+846
New +$203K 0.15% 88

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

Beacon Bridge Wealth Partners's MSFT Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its Microsoft (MSFT) stake by 1.4% in Q1 2026, selling an estimated $9.62K and leaving 1,566 shares worth $580K. The position accounts for 0.19% of the portfolio, ranked #70.

Beacon Bridge Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $769K in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Beacon Bridge Wealth Partners held 1,566 shares of Microsoft worth $580K as of Q1 2026.
  • Beacon Bridge Wealth Partners sold 23 Microsoft shares in Q1 2026, an estimated $9.62K.
  • Microsoft made up 0.19% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #70 holding.
  • Beacon Bridge Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Beacon Bridge Wealth Partners's Microsoft position peaked at $769K in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.