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Focused Wealth Management’s Microsoft MSFT Stock Holding History

Focused 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 		$7.71M Buy
20,825
+9,042
+77% +$3.78M 0.8% 24
2025
Q4 		$5.7M Buy
11,783
+352
+3% +$176K 0.6% 27
2025
Q3 		$5.92M Sell
11,431
-273
-2% -$139K 0.63% 26
2025
Q2 		$5.82M Buy
11,704
+329
+3% +$143K 0.71% 26
2025
Q1 		$4.27M Buy
11,375
+1,168
+11% +$476K 0.58% 29
2024
Q4 		$4.3M Buy
10,207
+1
+0% +$426 0.58% 29
2024
Q3 		$4.39M Buy
10,206
+792
+8% +$339K 0.57% 27
2024
Q2 		$4.21M Hold
9,414
– – 0.6% 27
2024
Q1 		$3.96M Buy
9,414
+70
+0.7% +$28.3K 0.61% 30
2023
Q4 		$3.51M Sell
9,344
-59
-0.6% -$21K 0.58% 31
2023
Q3 		$2.97M Buy
9,403
+26
+0.3% +$8.59K 0.52% 32
2023
Q2 		$3.19M Buy
9,377
+194
+2% +$60.8K 0.57% 30
2023
Q1 		$2.65M Buy
9,183
+326
+4% +$83.2K 0.54% 29
2022
Q4 		$2.12M Buy
8,857
+255
+3% +$61.2K 0.43% 35
2022
Q3 		$2M Sell
8,602
-73
-0.8% -$19.3K 0.42% 34
2022
Q2 		$2.23M Buy
8,675
+104
+1% +$28.2K 0.41% 42
2022
Q1 		$2.64M Sell
8,571
-182
-2% -$54.8K 0.42% 37
2021
Q4 		$2.94M Sell
8,753
-80
-0.9% -$25.9K 0.45% 30
2021
Q3 		$2.49M Buy
8,833
+113
+1% +$32.9K 0.41% 33
2021
Q2 		$2.36M Buy
8,720
+12
+0.1% +$3.05K 0.39% 37
2021
Q1 		$2.05M Buy
8,708
+116
+1% +$26.9K 0.36% 37
2020
Q4 		$1.91M Sell
8,592
-863
-9% -$186K 0.37% 36
2020
Q3 		$1.99M Sell
9,455
-262
-3% -$55K 0.43% 31
2020
Q2 		$1.98M Buy
9,717
+149
+2% +$27K 0.46% 30
2020
Q1 		$1.51M Sell
9,568
-271
-3% -$44.6K 0.43% 32
2019
Q4 		$1.55M Buy
9,839
+237
+2% +$34.8K 0.37% 41
2019
Q3 		$1.33M Sell
9,602
-1,689
-15% -$232K 0.37% 42
2019
Q2 		$1.51M Sell
11,291
-3,095
-22% -$393K 0.4% 40
2019
Q1 		$1.7M Buy
14,386
+1,869
+15% +$204K 0.51% 34
2018
Q4 		$1.27M Buy
12,517
+981
+9% +$105K 0.43% 43
2018
Q3 		$1.32M Sell
11,536
-737
-6% -$79.9K 0.45% 44
2018
Q2 		$1.21M Buy
12,273
+83
+0.7% +$8.04K 0.42% 44
2018
Q1 		$1.11M Buy
12,190
+323
+3% +$29.5K 0.36% 47
2017
Q4 		$1.01M Buy
11,867
+4,533
+62% +$372K 0.33% 47
2017
Q3 		$546K Buy
7,334
+984
+15% +$71.9K 0.18% 78
2017
Q2 		$438K Buy
6,350
+1
+0% +$69 0.16% 84
2017
Q1 		$418K Sell
6,349
-549
-8% -$35.2K 0.16% 88
2016
Q4 		$429K Buy
6,898
+801
+13% +$48.2K 0.18% 79
2016
Q3 		$351K Sell
6,097
-497
-8% -$28.1K 0.15% 93
2016
Q2 		$337K Sell
6,594
-95
-1% -$4.94K 0.15% 88
2016
Q1 		$369K Sell
6,689
-1,192
-15% -$62.5K 0.2% 78
2015
Q4 		$437K Buy
7,881
+281
+4% +$14.8K 0.25% 67
2015
Q3 		$336K Buy
7,600
+656
+9% +$29.5K 0.21% 73
2015
Q2 		$307K Sell
6,944
-1,945
-22% -$88.7K 0.19% 78
2015
Q1 		$361K Sell
8,889
-145
-2% -$6.31K 0.22% 76
2014
Q4 		$420K Buy
9,034
+505
+6% +$23.7K 0.3% 64
2014
Q3 		$395K Buy
8,529
+5
+0.1% +$223 0.3% 67
2014
Q2 		$355K Buy
8,524
+254
+3% +$10.3K 0.28% 63
2014
Q1 		$339K Sell
8,270
-235
-3% -$8.82K 0.28% 62
2013
Q4 		$318K Sell
8,505
-416
-5% -$15.1K 0.27% 68
2013
Q3 		$297K Buy
+8,921
New +$293K 0.28% 61

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

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

Focused Wealth Management increased its Microsoft (MSFT) stake by 77% in Q1 2026, buying an estimated $3.78M and bringing the position to 20,825 shares worth $7.71M. The position accounts for 0.8% of the portfolio, ranked #24.

Focused Wealth Management first reported a position in MSFT in Q3 2013 and has held it in 51 quarters since. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Focused Wealth Management held 20,825 shares of Microsoft worth $7.71M as of Q1 2026.
  • Focused Wealth Management bought 9,042 Microsoft shares in Q1 2026, an estimated $3.78M.
  • Microsoft made up 0.8% of Focused Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Focused Wealth Management first reported a position in Microsoft in Q3 2013 and has held it in 51 quarters since.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.