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Forefront Wealth Partners’s Microsoft MSFT Stock Holding History

Forefront Wealth Partners’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 		$4.73M Buy
12,770
+2,828
+28% +$1.18M 1.98% 6
2025
Q4 		$4.81M Buy
9,942
+260
+3% +$130K 2.28% 6
2025
Q3 		$5.01M Sell
9,682
-564
-6% -$288K 1.26% 20
2025
Q2 		$4.39M Buy
10,246
+672
+7% +$292K 3.01% 6
2025
Q1 		$3.59M Buy
9,574
+267
+3% +$109K 2.45% 8
2024
Q4 		$3.92M Buy
+9,307
New +$3.96M 2.92% 6

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

Forefront Wealth Partners's MSFT Position: Q1 2026 in Review

Forefront Wealth Partners increased its Microsoft (MSFT) stake by 28% in Q1 2026, buying an estimated $1.18M and bringing the position to 12,770 shares worth $4.73M. The position accounts for 1.98% of the portfolio, ranked #6.

Forefront Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.01M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Forefront Wealth Partners held 12,770 shares of Microsoft worth $4.73M as of Q1 2026.
  • Forefront Wealth Partners bought 2,828 Microsoft shares in Q1 2026, an estimated $1.18M.
  • Microsoft made up 1.98% of Forefront Wealth Partners's portfolio in Q1 2026, its #6 holding.
  • Forefront Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Forefront Wealth Partners's Microsoft position peaked at $5.01M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.