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Eagle Bluffs Wealth Management’s Microsoft MSFT Stock Holding History

Eagle Bluffs 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 		$3.68M Buy
9,954
+449
+5% +$188K 1.44% 22
2025
Q4 		$4.6M Buy
9,505
+213
+2% +$107K 1.86% 15
2025
Q3 		$4.81M Buy
9,292
+166
+2% +$84.7K 2.08% 15
2025
Q2 		$4.54M Buy
9,126
+125
+1% +$54.3K 2.16% 12
2025
Q1 		$3.38M Buy
9,001
+83
+0.9% +$33.8K 1.79% 15
2024
Q4 		$3.76M Sell
8,918
-166
-2% -$70.7K 2.02% 11
2024
Q3 		$3.91M Buy
9,084
+42
+0.5% +$18K 2.11% 12
2024
Q2 		$4.04M Buy
9,042
+34
+0.4% +$14.4K 2.35% 11
2024
Q1 		$3.79M Buy
9,008
+2
+0% +$810 2.35% 10
2023
Q4 		$3.39M Buy
9,006
+96
+1% +$34.2K 2.31% 11
2023
Q3 		$2.81M Sell
8,910
-1,667
-16% -$551K 2.16% 12
2023
Q2 		$3.6M Buy
10,577
+31
+0.3% +$9.72K 2.78% 10
2023
Q1 		$3.04M Buy
10,546
+1,315
+14% +$335K 2.49% 10
2022
Q4 		$2.21M Sell
9,231
-66
-0.7% -$15.8K 2.32% 11
2022
Q3 		$2.17M Buy
9,297
+263
+3% +$69.4K 2.5% 9
2022
Q2 		$2.32M Buy
9,034
+2,059
+30% +$559K 2.5% 8
2022
Q1 		$2.15M Buy
6,975
+298
+4% +$89.7K 2.07% 11
2021
Q4 		$2.25M Buy
+6,677
New +$2.16M 2.35% 9

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

Eagle Bluffs Wealth Management's MSFT Position: Q1 2026 in Review

Eagle Bluffs Wealth Management increased its Microsoft (MSFT) stake by 4.7% in Q1 2026, buying an estimated $188K and bringing the position to 9,954 shares worth $3.68M. The position accounts for 1.44% of the portfolio, ranked #22.

Eagle Bluffs Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.81M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Eagle Bluffs Wealth Management held 9,954 shares of Microsoft worth $3.68M as of Q1 2026.
  • Eagle Bluffs Wealth Management bought 449 Microsoft shares in Q1 2026, an estimated $188K.
  • Microsoft made up 1.44% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Eagle Bluffs Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Eagle Bluffs Wealth Management's Microsoft position peaked at $4.81M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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