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Bridge Generations Wealth Management’s Microsoft MSFT Stock Holding History

Bridge Generations 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 		– Sell
-7
Closed -$3.39K – 89
2025
Q4 		$3.39K Hold
7
– – ﹤0.01% 63
2025
Q3 		$3.63K Hold
7
– – ﹤0.01% 65
2025
Q2 		$3.48K Hold
7
– – ﹤0.01% 60
2025
Q1 		$2.63K Buy
7
+6
+600% +$2.45K ﹤0.01% 82
2024
Q4 		$422 Buy
+1
New +$426 ﹤0.01% 87

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

Bridge Generations Wealth Management's MSFT Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 7 shares — an estimated $3.39K sold.

Bridge Generations Wealth Management first reported a position in MSFT in Q4 2024 and held it in 5 quarters. The position peaked at $3.63K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 7 Microsoft shares in Q1 2026, an estimated $3.39K.
  • Bridge Generations Wealth Management first reported a position in Microsoft in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's Microsoft position peaked at $3.63K in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.