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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 		$3.39K Sell
800
-300
-27% -$126K ﹤0.01% 322
2025
Q4 		$882 Buy
1,100
+800
+267% +$401K ﹤0.01% 334
2025
Q3 		$46 Buy
+300
New +$153K ﹤0.01% 299

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

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.