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Cranbrook Wealth Management’s Microsoft MSFT Stock Holding History

Cranbrook 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 		$2.8M Sell
7,564
-223
-3% -$93.3K 0.57% 39
2025
Q4 		$3.77M Buy
7,787
+612
+9% +$307K 0.74% 33
2025
Q3 		$3.72M Sell
7,175
-89
-1% -$45.4K 0.75% 31
2025
Q2 		$3.61M Buy
7,264
+108
+2% +$46.9K 0.77% 31
2025
Q1 		$2.69M Sell
7,156
-87
-1% -$35.5K 0.62% 38
2024
Q4 		$3.05M Hold
7,243
– – 0.71% 36
2024
Q3 		$3.12M Buy
7,243
+146
+2% +$62.4K 0.71% 35
2024
Q2 		$3.17M Buy
7,097
+2,214
+45% +$935K 0.78% 33
2024
Q1 		$2.05M Buy
4,883
+1
+0% +$405 0.52% 39
2023
Q4 		$1.84M Buy
4,882
+131
+3% +$46.6K 0.49% 41
2023
Q3 		$1.5M Buy
4,751
+1
+0% +$330 0.44% 41
2023
Q2 		$1.62M Sell
4,750
-122
-3% -$38.2K 0.45% 42
2023
Q1 		$1.4M Buy
4,872
+1,850
+61% +$472K 0.4% 43
2022
Q4 		$725K Sell
3,022
-162
-5% -$38.9K 0.2% 56
2022
Q3 		$742K Hold
3,184
– – 0.19% 56
2022
Q2 		$818K Hold
3,184
– – 0.2% 56
2022
Q1 		$982K Buy
3,184
+169
+6% +$50.8K 0.21% 56
2021
Q4 		$1.01M Sell
3,015
-38
-1% -$12.3K 0.22% 56
2021
Q3 		$861K Buy
3,053
+330
+12% +$96K 0.2% 56
2021
Q2 		$738K Sell
2,723
-50
-2% -$12.7K 0.17% 57
2021
Q1 		$654K Buy
2,773
+133
+5% +$30.9K 0.16% 58
2020
Q4 		$587K Buy
2,640
+127
+5% +$27.3K 0.15% 60
2020
Q3 		$529K Buy
2,513
+416
+20% +$87.4K 0.15% 59
2020
Q2 		$427K Hold
2,097
– – 0.13% 63
2020
Q1 		$331K Buy
2,097
+455
+28% +$74.8K 0.11% 66
2019
Q4 		$259K Sell
1,642
-72
-4% -$10.6K 0.07% 78
2019
Q3 		$238K Buy
1,714
+134
+8% +$18.4K 0.07% 79
2019
Q2 		$212K Hold
1,580
– – 0.06% 79
2019
Q1 		$186K Sell
1,580
-40
-2% -$4.36K 0.06% 79
2018
Q4 		$164K Hold
1,620
– – 0.06% 78
2018
Q3 		$185K Hold
1,620
– – 0.07% 68
2018
Q2 		$160K Sell
1,620
-829
-34% -$80.3K 0.06% 71
2018
Q1 		$223K Hold
2,449
– – 0.09% 63
2017
Q4 		$209K Hold
2,449
– – 0.08% 64
2017
Q3 		$182K Hold
2,449
– – 0.08% 65
2017
Q2 		$169K Hold
2,449
– – 0.07% 67
2017
Q1 		$161K Sell
2,449
-140
-5% -$8.97K 0.08% 63
2016
Q4 		$161K Hold
2,589
– – 0.08% 64
2016
Q3 		$149K Hold
2,589
– – 0.07% 64
2016
Q2 		$132K Hold
2,589
– – 0.07% 69
2016
Q1 		$143K Hold
2,589
– – 0.08% 64
2015
Q4 		$144K Hold
2,589
– – 0.08% 63
2015
Q3 		$115K Hold
2,589
– – 0.07% 67
2015
Q2 		$114K Sell
2,589
-207
-7% -$9.45K 0.07% 72
2015
Q1 		$114K Hold
2,796
– – 0.07% 74
2014
Q4 		$130K Hold
2,796
– – 0.08% 66
2014
Q3 		$130K Sell
2,796
-937
-25% -$41.8K 0.09% 56
2014
Q2 		$156K Hold
3,733
– – 0.1% 51
2014
Q1 		$153K Sell
3,733
-3,963
-51% -$149K 0.11% 51
2013
Q4 		$288K Buy
+7,696
New +$280K 0.2% 50

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

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

Cranbrook Wealth Management reduced its Microsoft (MSFT) stake by 2.9% in Q1 2026, selling an estimated $93.3K and leaving 7,564 shares worth $2.8M. The position accounts for 0.57% of the portfolio, ranked #39.

Cranbrook Wealth Management first reported a position in MSFT in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.77M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cranbrook Wealth Management held 7,564 shares of Microsoft worth $2.8M as of Q1 2026.
  • Cranbrook Wealth Management sold 223 Microsoft shares in Q1 2026, an estimated $93.3K.
  • Microsoft made up 0.57% of Cranbrook Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Cranbrook Wealth Management first reported a position in Microsoft in Q4 2013 and has held it in 50 quarters since.
  • Cranbrook Wealth Management's Microsoft position peaked at $3.77M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.