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Bingham Private Wealth’s Microsoft MSFT Stock Holding History

Bingham 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
2026
Q1 		$4.26M Sell
11,514
-5,498
-32% -$2.3M 3.38% 3
2025
Q4 		$5.81M Buy
+17,012
New +$8.53M 5.02% 1
2025
Q2 		$5.25M Buy
15,541
+4,811
+45% +$2.09M 5% 1
2025
Q1 		$4.03M Buy
10,730
+418
+4% +$170K 4.16% 1
2024
Q4 		$4.35M Buy
+10,312
New +$4.39M 4.62% 1

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

Bingham Private Wealth's MSFT Position: Q1 2026 in Review

Bingham Private Wealth reduced its Microsoft (MSFT) stake by 32% in Q1 2026, selling an estimated $2.3M and leaving 11,514 shares worth $4.26M. The position accounts for 3.38% of the portfolio, ranked #3.

Bingham Private Wealth first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.81M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bingham Private Wealth held 11,514 shares of Microsoft worth $4.26M as of Q1 2026.
  • Bingham Private Wealth sold 5,498 Microsoft shares in Q1 2026, an estimated $2.3M.
  • Microsoft made up 3.38% of Bingham Private Wealth's portfolio in Q1 2026, its #3 holding.
  • Bingham Private Wealth first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's Microsoft position peaked at $5.81M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.