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
2025 Q2	–	Sell	-300	Closed	-$113K	–	224
2025 Q1	$113K	Sell	300 -200	-40%	-$81.5K	0.02%	181
2024 Q4	$140	Buy	+500	New	+$213K	﹤0.01%	184
2023 Q1	–	Sell	-3,000	Closed	-$6.16K	–	1115
2022 Q4	$6.16K	Buy	3,000 +1,000	+50%	+$240K	﹤0.01%	608
2022 Q3	$7K	Buy	+2,000	New	+$528K	﹤0.01%	560
2017 Q2	–	Sell	-7,000	Closed	-$15K	–	730
2017 Q1	$15K	Buy	+7,000	New	+$449K	0.01%	419

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

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. 6,179 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.
6,179 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.