Cherry Tree Wealth Management’s Microsoft MSFT Stock Holding History

Cherry Tree 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	$2.96M	Buy	7,985 +8	+0.1%	+$3.35K	0.63%	43
2025 Q4	$3.86M	Buy	7,977 +357	+5%	+$179K	0.81%	36
2025 Q3	$3.95M	Sell	7,620 -69	-0.9%	-$35.2K	0.87%	36
2025 Q2	$3.82M	Sell	7,689 -168	-2%	-$73K	0.89%	35
2025 Q1	$2.95M	Buy	7,857 +7	+0.1%	+$2.85K	0.71%	37
2024 Q4	$3.31M	Sell	7,850 -52	-0.7%	-$22.1K	0.82%	37
2024 Q3	$3.4M	Sell	7,902 -500	-6%	-$214K	0.81%	35
2024 Q2	$3.76M	Sell	8,402 -123	-1%	-$51.9K	0.94%	32
2024 Q1	$3.59M	Buy	8,525 +164	+2%	+$66.4K	0.9%	29
2023 Q4	$3.14M	Sell	8,361 -36	-0.4%	-$12.8K	0.84%	32
2023 Q3	$2.65M	Buy	8,397 +172	+2%	+$56.8K	0.78%	30
2023 Q2	$2.8M	Buy	+8,225	New	+$2.58M	0.82%	29

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's MSFT Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Microsoft (MSFT) stake by 0.1% in Q1 2026, buying an estimated $3.35K and bringing the position to 7,985 shares worth $2.96M. The position accounts for 0.63% of the portfolio, ranked #43.

Cherry Tree Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.95M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Cherry Tree Wealth Management held 7,985 shares of Microsoft worth $2.96M as of Q1 2026.
Cherry Tree Wealth Management bought 8 Microsoft shares in Q1 2026, an estimated $3.35K.
Microsoft made up 0.63% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #43 holding.
Cherry Tree Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Microsoft position peaked at $3.95M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.