Fusion Family Wealth’s Microsoft MSFT Stock Holding History

Fusion Family Wealth’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	$382K	Hold	1,031	–	–	0.03%	37
2025 Q4	$499K	Hold	1,031	–	–	0.04%	31
2025 Q3	$534K	Hold	1,031	–	–	0.04%	32
2025 Q2	$513K	Hold	1,031	–	–	0.04%	31
2025 Q1	$387K	Hold	1,031	–	–	0.04%	33
2024 Q4	$435K	Buy	1,031 +140	+16%	+$59.6K	0.04%	33
2024 Q3	$383K	Buy	891 +234	+36%	+$100K	0.04%	34
2024 Q2	$294K	Hold	657	–	–	0.03%	37
2024 Q1	$276K	Hold	657	–	–	0.03%	39
2023 Q4	$247K	Hold	657	–	–	0.03%	37
2023 Q3	$207K	Hold	657	–	–	0.03%	40
2023 Q2	$224K	Buy	+657	New	+$206K	0.03%	41
2019 Q1	–	Sell	-4,031	Closed	-$409K	–	211
2018 Q4	$409K	Buy	4,031 +362	+10%	+$38.8K	0.12%	45
2018 Q3	$420K	Sell	3,669 -3,664,155	-100%	-$397M	0.11%	41
2018 Q2	$362K	Buy	3,667,824 +3,664,360	+105,784%	+$355M	0.1%	48
2018 Q1	$316K	Buy	3,464 +1	+0%	+$91	0.11%	43
2017 Q4	$292K	Buy	3,463 +2,975	+610%	+$244K	0.07%	56
2017 Q3	$36K	Sell	488 -2,560	-84%	-$187K	0.01%	102
2017 Q2	$210K	Sell	3,048 -23	-0.7%	-$1.58K	0.07%	72
2017 Q1	$202K	Sell	3,071 -627	-17%	-$40.2K	0.08%	70
2016 Q4	$231K	Buy	+3,698	New	+$222K	0.14%	67

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

Fusion Family Wealth's MSFT Position: Q1 2026 in Review

Fusion Family Wealth held its Microsoft (MSFT) position steady in Q1 2026 at 1,031 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #37.

Fusion Family Wealth first reported a position in MSFT in Q4 2016 and has held it in 21 quarters since. The position peaked at $534K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Fusion Family Wealth held 1,031 shares of Microsoft worth $382K as of Q1 2026.
Fusion Family Wealth left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.03% of Fusion Family Wealth's portfolio in Q1 2026, its #37 holding.
Fusion Family Wealth first reported a position in Microsoft in Q4 2016 and has held it in 21 quarters since.
Fusion Family Wealth's Microsoft position peaked at $534K in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.