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Blue Barn Wealth’s Microsoft MSFT Stock Holding History

Blue Barn 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
2025
Q4 		$993K Sell
2,053
-3,462
-63% -$1.73M 1.45% 15
2025
Q3 		$2.86M Buy
5,515
+5
+0.1% +$2.55K 1.25% 20
2025
Q2 		$2.74M Buy
5,510
+553
+11% +$240K 1.29% 20
2025
Q1 		$1.86M Buy
4,957
+141
+3% +$57.5K 0.97% 24
2024
Q4 		$2.03M Buy
4,816
+86
+2% +$36.6K 1.07% 23
2024
Q3 		$2.04M Sell
4,730
-368
-7% -$157K 1.05% 26
2024
Q2 		$2.28M Buy
5,098
+340
+7% +$144K 1.27% 21
2024
Q1 		$2M Sell
4,758
-98
-2% -$39.7K 1.12% 25
2023
Q4 		$1.83M Buy
4,856
+884
+22% +$315K 1.09% 25
2023
Q3 		$1.25M Buy
3,972
+9
+0.2% +$2.97K 0.82% 30
2023
Q2 		$1.35M Sell
3,963
-419
-10% -$131K 0.88% 28
2023
Q1 		$1.26M Buy
4,382
+1,009
+30% +$257K 0.78% 30
2022
Q4 		$809K Sell
3,373
-1,291
-28% -$310K 0.53% 36
2022
Q3 		$1.09M Buy
4,664
+245
+6% +$64.7K 0.77% 28
2022
Q2 		$1.14M Buy
4,419
+605
+16% +$164K 0.87% 26
2022
Q1 		$1.18M Buy
3,814
+86
+2% +$25.9K 0.81% 26
2021
Q4 		$1.25M Buy
3,728
+222
+6% +$72K 0.85% 27
2021
Q3 		$988K Buy
3,506
+1,449
+70% +$422K 0.87% 27
2021
Q2 		$557K Buy
+2,057
New +$523K 0.57% 38

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Blue Barn Wealth's MSFT Position: Q4 2025 in Review

Blue Barn Wealth reduced its Microsoft (MSFT) stake by 63% in Q4 2025, selling an estimated $1.73M and leaving 2,053 shares worth $993K. The position accounts for 1.45% of the portfolio, ranked #15.

Blue Barn Wealth first reported a position in MSFT in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.86M in Q3 2025. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Blue Barn Wealth held 2,053 shares of Microsoft worth $993K as of Q4 2025.
  • Blue Barn Wealth sold 3,462 Microsoft shares in Q4 2025, an estimated $1.73M.
  • Microsoft made up 1.45% of Blue Barn Wealth's portfolio in Q4 2025, its #15 holding.
  • Blue Barn Wealth first reported a position in Microsoft in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's Microsoft position peaked at $2.86M in Q3 2025.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.