First Wilshire Securities Management’s Microsoft MSFT Stock Holding History

First Wilshire Securities 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	$1.48M	Hold	4,000	–	–	0.33%	37
2025 Q4	$1.93M	Hold	4,000	–	–	0.49%	37
2025 Q3	$2.07M	Hold	4,000	–	–	0.55%	34
2025 Q2	$1.99M	Hold	4,000	–	–	0.54%	34
2025 Q1	$1.5M	Hold	4,000	–	–	0.43%	34
2024 Q4	$1.69M	Hold	4,000	–	–	0.46%	33
2024 Q3	$1.72M	Hold	4,000	–	–	0.48%	30
2024 Q2	$1.79M	Hold	4,000	–	–	0.55%	29
2024 Q1	$1.68M	Hold	4,000	–	–	0.49%	30
2023 Q4	$1.5M	Hold	4,000	–	–	0.49%	33
2023 Q3	$1.26M	Hold	4,000	–	–	0.43%	34
2023 Q2	$1.36M	Hold	4,000	–	–	0.47%	33
2023 Q1	$1.15M	Hold	4,000	–	–	0.39%	33
2022 Q4	$959K	Hold	4,000	–	–	0.34%	33
2022 Q3	$932K	Hold	4,000	–	–	0.38%	34
2022 Q2	$1.03M	Buy	4,000 +250	+7%	+$67.9K	0.38%	32
2022 Q1	$1.16M	Hold	3,750	–	–	0.41%	29
2021 Q4	$1.26M	Hold	3,750	–	–	0.39%	29
2021 Q3	$1.06M	Hold	3,750	–	–	0.35%	29
2021 Q2	$1.02M	Buy	3,750 +250	+7%	+$63.5K	0.36%	31
2021 Q1	$825K	Sell	3,500 -150	-4%	-$34.8K	0.31%	34
2020 Q4	$812K	Hold	3,650	–	–	0.33%	34
2020 Q3	$768K	Sell	3,650 -289	-7%	-$60.7K	0.37%	32
2020 Q2	$802K	Sell	3,939 -136	-3%	-$24.7K	0.37%	35
2020 Q1	$643K	Sell	4,075 -210	-5%	-$34.5K	0.36%	42
2019 Q4	$676K	Hold	4,285	–	–	0.25%	57
2019 Q3	$596K	Sell	4,285 -65	-1%	-$8.94K	0.23%	62
2019 Q2	$583K	Hold	4,350	–	–	0.23%	72
2019 Q1	$513K	Hold	4,350	–	–	0.17%	80
2018 Q4	$442K	Hold	4,350	–	–	0.17%	77
2018 Q3	$498K	Hold	4,350	–	–	0.15%	81
2018 Q2	$429K	Hold	4,350	–	–	0.13%	85
2018 Q1	$397K	Hold	4,350	–	–	0.11%	91
2017 Q4	$372K	Sell	4,350 -3,000	-41%	-$246K	0.1%	91
2017 Q3	$548K	Hold	7,350	–	–	0.16%	81
2017 Q2	$507K	Hold	7,350	–	–	0.14%	82
2017 Q1	$484K	Hold	7,350	–	–	0.14%	85
2016 Q4	$457K	Sell	7,350 -5,000	-40%	-$301K	0.13%	80
2016 Q3	$711K	Hold	12,350	–	–	0.21%	67
2016 Q2	$632K	Hold	12,350	–	–	0.2%	69
2016 Q1	$682K	Hold	12,350	–	–	0.23%	67
2015 Q4	$685K	Hold	12,350	–	–	0.19%	68
2015 Q3	$547K	Sell	12,350 -500	-4%	-$22.5K	0.14%	76
2015 Q2	$567K	Hold	12,850	–	–	0.13%	78
2015 Q1	$522K	Sell	12,850 -216	-2%	-$9.4K	0.11%	83
2014 Q4	$607K	Hold	13,066	–	–	0.11%	82
2014 Q3	$606K	Hold	13,066	–	–	0.11%	80
2014 Q2	$545K	Buy	13,066 +916	+8%	+$37.1K	0.08%	84
2014 Q1	$498K	Hold	12,150	–	–	0.08%	86
2013 Q4	$455K	Hold	12,150	–	–	0.07%	91
2013 Q3	$404K	Buy	12,150 +850	+8%	+$28K	0.07%	90
2013 Q2	$390K	Buy	+11,300	New	+$370K	0.07%	95

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

First Wilshire Securities Management's MSFT Position: Q1 2026 in Review

First Wilshire Securities Management held its Microsoft (MSFT) position steady in Q1 2026 at 4,000 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #37.

First Wilshire Securities Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.07M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

First Wilshire Securities Management held 4,000 shares of Microsoft worth $1.48M as of Q1 2026.
First Wilshire Securities Management left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.33% of First Wilshire Securities Management's portfolio in Q1 2026, its #37 holding.
First Wilshire Securities Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
First Wilshire Securities Management's Microsoft position peaked at $2.07M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.