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Birchcreek Wealth Management’s Microsoft MSFT Stock Holding History

Birchcreek Wealth Management’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 		$2.36M Buy
6,365
+7
+0.1% +$2.93K 1.13% 16
2025
Q4 		$3.07M Sell
6,358
-423
-6% -$212K 1.51% 15
2025
Q3 		$3.51M Sell
6,781
-164
-2% -$83.7K 1.81% 14
2025
Q2 		$3.45M Sell
6,945
-239
-3% -$104K 1.96% 12
2025
Q1 		$2.7M Sell
7,184
-61
-0.8% -$24.9K 1.7% 12
2024
Q4 		$3.05M Sell
7,245
-702
-9% -$299K 1.92% 11
2024
Q3 		$3.42M Sell
7,947
-56
-0.7% -$23.9K 2.24% 10
2024
Q2 		$3.58M Sell
8,003
-142
-2% -$60K 2.01% 11
2024
Q1 		$3.43M Buy
8,145
+210
+3% +$85K 1.8% 12
2023
Q4 		$2.98M Buy
7,935
+224
+3% +$79.7K 1.78% 13
2023
Q3 		$2.43M Sell
7,711
-11
-0.1% -$3.63K 1.65% 15
2023
Q2 		$2.63M Sell
7,722
-195
-2% -$61.1K 1.84% 14
2023
Q1 		$2.28M Buy
7,917
+1,536
+24% +$392K 1.81% 15
2022
Q4 		$1.53M Buy
6,381
+27
+0.4% +$6.48K 1.36% 20
2022
Q3 		$1.48M Hold
6,354
– – 1.37% 17
2022
Q2 		$1.63M Buy
6,354
+289
+5% +$78.4K 1.46% 17
2022
Q1 		$1.87M Sell
6,065
-700
-10% -$211K 1.66% 18
2021
Q4 		$2.27M Buy
6,765
+200
+3% +$64.8K 1.98% 16
2021
Q3 		$1.85M Sell
6,565
-34
-0.5% -$9.89K 1.73% 17
2021
Q2 		$1.79M Buy
6,599
+67
+1% +$17K 1.72% 18
2021
Q1 		$1.54M Buy
6,532
+26
+0.4% +$6.03K 1.63% 18
2020
Q4 		$1.45M Buy
+6,506
New +$1.4M 1.42% 16

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

Birchcreek Wealth Management's MSFT Position: Q1 2026 in Review

Birchcreek Wealth Management increased its Microsoft (MSFT) stake by 0.11% in Q1 2026, buying an estimated $2.93K and bringing the position to 6,365 shares worth $2.36M. The position accounts for 1.13% of the portfolio, ranked #16.

Birchcreek Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.58M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Birchcreek Wealth Management held 6,365 shares of Microsoft worth $2.36M as of Q1 2026.
  • Birchcreek Wealth Management bought 7 Microsoft shares in Q1 2026, an estimated $2.93K.
  • Microsoft made up 1.13% of Birchcreek Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Birchcreek Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Microsoft position peaked at $3.58M in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.