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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
2021
Q1 		– Sell
-12,000
Closed -$45K – 967
2020
Q4 		$45K Buy
+12,000
New +$2.58M 0.01% 363

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. 6,180 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.
  • 6,180 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.