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Berry Wealth Group’s Microsoft MSFT Stock Holding History

Berry Wealth Group’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 		$1.73M Sell
4,662
-240
-5% -$100K 6.45% 7
2025
Q4 		$2.37M Sell
4,902
-205
-4% -$103K 8.32% 3
2025
Q3 		$2.65M Sell
5,107
-13,347
-72% -$6.81M 8.63% 3
2025
Q2 		$9.18M Buy
18,454
+119
+0.6% +$51.7K 6.42% 2
2025
Q1 		$6.88M Sell
18,335
-114
-0.6% -$46.5K 5.38% 5
2024
Q4 		$7.78M Sell
18,449
-384
-2% -$164K 5.61% 4
2024
Q3 		$8.1M Sell
18,833
-698
-4% -$298K 5.81% 3
2024
Q2 		$8.73M Buy
19,531
+562
+3% +$237K 6.97% 1
2024
Q1 		$7.98M Buy
18,969
+1,043
+6% +$422K 6.62% 2
2023
Q4 		$6.74M Buy
+17,926
New +$6.38M 6.2% 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

Berry Wealth Group's MSFT Position: Q1 2026 in Review

Berry Wealth Group reduced its Microsoft (MSFT) stake by 4.9% in Q1 2026, selling an estimated $100K and leaving 4,662 shares worth $1.73M. The position accounts for 6.45% of the portfolio, ranked #7.

Berry Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.18M in Q2 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Berry Wealth Group held 4,662 shares of Microsoft worth $1.73M as of Q1 2026.
  • Berry Wealth Group sold 240 Microsoft shares in Q1 2026, an estimated $100K.
  • Microsoft made up 6.45% of Berry Wealth Group's portfolio in Q1 2026, its #7 holding.
  • Berry Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Microsoft position peaked at $9.18M in Q2 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.