Destination Wealth Management’s Microsoft MSFT Stock Holding History

Destination 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	$4.46K	Hold	200	–	–	﹤0.01%	320
2025 Q4	$13.3K	Hold	200	–	–	﹤0.01%	322
2025 Q3	$17.3K	Buy	200 +100	+100%	+$51K	﹤0.01%	283
2025 Q2	$23.2K	Hold	100	–	–	﹤0.01%	258
2025 Q1	$11.6K	Hold	100	–	–	﹤0.01%	243
2024 Q4	$16.5K	Hold	100	–	–	﹤0.01%	233
2024 Q3	$17.4K	Hold	100	–	–	﹤0.01%	224
2024 Q2	$19.8K	Hold	100	–	–	﹤0.01%	202
2024 Q1	$17.3K	Hold	100	–	–	﹤0.01%	208
2023 Q4	$13.4K	Hold	100	–	–	﹤0.01%	200
2023 Q3	$9.12K	Hold	100	–	–	﹤0.01%	196
2023 Q2	$11.6K	Buy	+100	New	+$31.3K	﹤0.01%	195
2021 Q4	–	Sell	-1,000	Closed	-$133K	–	202
2021 Q3	$133K	Buy	+1,000	New	+$291K	0.01%	173

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

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

Destination Wealth Management increased its Microsoft (MSFT) stake by 5.4% in Q1 2026, buying an estimated $4.25M and bringing the position to 197,797 shares worth $73.2M. The position accounts for 1.9% of the portfolio, ranked #14.

Destination Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 47 quarters since. The position peaked at $91.4M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Destination Wealth Management held 197,797 shares of Microsoft worth $73.2M as of Q1 2026.
Destination Wealth Management bought 10,146 Microsoft shares in Q1 2026, an estimated $4.25M.
Microsoft made up 1.9% of Destination Wealth Management's portfolio in Q1 2026, its #14 holding.
Destination Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 47 quarters since.
Destination Wealth Management's Microsoft position peaked at $91.4M in Q3 2025.
6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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