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Beverly Hills Private Wealth’s Microsoft MSFT Stock Holding History

Beverly Hills Private Wealth’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
2024
Q1 		– Sell
-3,500
Closed -$1.32K – 377
2023
Q4 		$1.32K Hold
3,500
– – ﹤0.01% 334
2023
Q3 		$1.1K Hold
3,500
– – ﹤0.01% 295
2023
Q2 		$1.15K Hold
3,500
– – ﹤0.01% 317
2023
Q1 		$1.01K Buy
+3,500
New +$893K ﹤0.01% 278

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

Beverly Hills Private Wealth's MSFT Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Microsoft (MSFT) stake by 8.4% in Q1 2026, buying an estimated $1.58M and bringing the position to 49,024 shares worth $18.1M. The position accounts for 3.02% of the portfolio, ranked #2.

Beverly Hills Private Wealth first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.1M in Q2 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Beverly Hills Private Wealth held 49,024 shares of Microsoft worth $18.1M as of Q1 2026.
  • Beverly Hills Private Wealth bought 3,782 Microsoft shares in Q1 2026, an estimated $1.58M.
  • Microsoft made up 3.02% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #2 holding.
  • Beverly Hills Private Wealth first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Microsoft position peaked at $24.1M in Q2 2023.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.