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FWG Investments’s Microsoft MSFT Stock Holding History

FWG Investments’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 		$795K Buy
2,147
+323
+18% +$135K 0.51% 54
2025
Q4 		$882K Sell
1,824
-176
-9% -$88.2K 0.56% 51
2025
Q3 		$1.04M Sell
2,000
-62
-3% -$31.6K 0.71% 43
2025
Q2 		$1.03M Buy
+2,062
New +$895K 0.78% 40
2025
Q1 		– Sell
-3,904
Closed -$1.65M – 92
2024
Q4 		$1.65M Sell
3,904
-185
-5% -$78.8K 1.28% 22
2024
Q3 		$1.76M Buy
4,089
+100
+3% +$42.7K 1.52% 17
2024
Q2 		$1.78M Sell
3,989
-63
-2% -$26.6K 1.8% 12
2024
Q1 		$1.7M Buy
4,052
+124
+3% +$50.2K 1.85% 11
2023
Q4 		$1.48M Buy
+3,928
New +$1.4M 1.83% 11

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

FWG Investments's MSFT Position: Q1 2026 in Review

FWG Investments increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $135K and bringing the position to 2,147 shares worth $795K. The position accounts for 0.51% of the portfolio, ranked #54.

FWG Investments first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.78M in Q2 2024. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • FWG Investments held 2,147 shares of Microsoft worth $795K as of Q1 2026.
  • FWG Investments bought 323 Microsoft shares in Q1 2026, an estimated $135K.
  • Microsoft made up 0.51% of FWG Investments's portfolio in Q1 2026, its #54 holding.
  • FWG Investments first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
  • FWG Investments's Microsoft position peaked at $1.78M in Q2 2024.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.