BlueStem Wealth Partners’s Microsoft MSFT Stock Holding History

BlueStem Wealth Partners’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	$1.38M	Buy	3,728 +609	+20%	+$255K	0.15%	56
2025 Q4	$1.51M	Buy	3,119 +172	+6%	+$86.2K	0.17%	52
2025 Q3	$1.53M	Buy	2,947 +657	+29%	+$335K	0.17%	44
2025 Q2	$1.14M	Buy	2,290 +513	+29%	+$223K	0.14%	46
2025 Q1	$667K	Sell	1,777 -19	-1%	-$7.75K	0.09%	53
2024 Q4	$757K	Buy	+1,796	New	+$765K	0.1%	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

BlueStem Wealth Partners's MSFT Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $255K and bringing the position to 3,728 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #56.

BlueStem Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

BlueStem Wealth Partners held 3,728 shares of Microsoft worth $1.38M as of Q1 2026.
BlueStem Wealth Partners bought 609 Microsoft shares in Q1 2026, an estimated $255K.
Microsoft made up 0.15% of BlueStem Wealth Partners's portfolio in Q1 2026, its #56 holding.
BlueStem Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Microsoft position peaked at $1.53M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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