BIP Wealth’s Microsoft MSFT Stock Holding History

BIP 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	$10.9M	Sell	29,424 -5,153	-15%	-$2.16M	0.44%	45
2025 Q4	$16.7M	Buy	34,577 +14,190	+70%	+$7.11M	0.59%	38
2025 Q3	$10.6M	Buy	20,387 +5,411	+36%	+$2.76M	0.52%	40
2025 Q2	$7.45M	Buy	14,976 +975	+7%	+$423K	0.46%	36
2025 Q1	$5.26M	Sell	14,001 -4	-0%	-$1.63K	0.34%	43
2024 Q4	$5.9M	Sell	14,005 -633	-4%	-$270K	0.4%	39
2024 Q3	$6.3M	Buy	14,638 +2,132	+17%	+$911K	0.43%	38
2024 Q2	$5.59M	Sell	12,506 -416	-3%	-$176K	0.46%	38
2024 Q1	$5.44M	Buy	12,922 +2,382	+23%	+$964K	0.4%	38
2023 Q4	$3.96M	Buy	10,540 +330	+3%	+$117K	0.31%	39
2023 Q3	$3.22M	Buy	10,210 +1,338	+15%	+$442K	0.3%	41
2023 Q2	$3.02M	Sell	8,872 -394	-4%	-$123K	0.25%	45
2023 Q1	$2.68M	Buy	+9,266	New	+$2.36M	0.3%	50

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIP Wealth's MSFT Position: Q1 2026 in Review

BIP Wealth reduced its Microsoft (MSFT) stake by 15% in Q1 2026, selling an estimated $2.16M and leaving 29,424 shares worth $10.9M. The position accounts for 0.44% of the portfolio, ranked #45.

BIP Wealth first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.7M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

BIP Wealth held 29,424 shares of Microsoft worth $10.9M as of Q1 2026.
BIP Wealth sold 5,153 Microsoft shares in Q1 2026, an estimated $2.16M.
Microsoft made up 0.44% of BIP Wealth's portfolio in Q1 2026, its #45 holding.
BIP Wealth first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's Microsoft position peaked at $16.7M in Q4 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.