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FWL Investment Management’s Microsoft MSFT Stock Holding History

FWL Investment 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
2026
Q1 		$13.7M Sell
37,022
-327
-0.9% -$137K 3.01% 14
2025
Q4 		$18.1M Buy
37,349
+4,212
+13% +$2.11M 4.35% 4
2025
Q3 		$17.2M Buy
33,137
+1,581
+5% +$807K 4.47% 5
2025
Q2 		$15.7M Buy
31,556
+114
+0.4% +$49.5K 4.8% 2
2025
Q1 		$11.8M Sell
31,442
-20
-0.1% -$8.15K 4.39% 6
2024
Q4 		$13.3M Buy
31,462
+1,032
+3% +$440K 4.83% 2
2024
Q3 		$13.1M Buy
30,430
+6,228
+26% +$2.66M 5.02% 1
2024
Q2 		$10.8M Sell
24,202
-980
-4% -$414K 5.45% 2
2024
Q1 		$10.6M Sell
25,182
-852
-3% -$345K 5.84% 1
2023
Q4 		$9.79M Sell
26,034
-1,672
-6% -$595K 5.7% 1
2023
Q3 		$8.75M Sell
27,706
-170
-0.6% -$56.2K 5.87% 5
2023
Q2 		$9.49M Buy
27,876
+62
+0.2% +$19.4K 6.48% 2
2023
Q1 		$8.02M Sell
27,814
-1,914
-6% -$488K 5.91% 5
2022
Q4 		$7.13M Buy
29,728
+1,399
+5% +$336K 5.4% 5
2022
Q3 		$6.6M Buy
28,329
+3,827
+16% +$1.01M 5.83% 5
2022
Q2 		$6.29M Sell
24,502
-1,002
-4% -$272K 4.57% 4
2022
Q1 		$7.86M Sell
25,504
-1,967
-7% -$592K 4.86% 6
2021
Q4 		$9.24M Sell
27,471
-200
-0.7% -$64.8K 5.64% 5
2021
Q3 		$7.8M Sell
27,671
-714
-3% -$208K 4.91% 6
2021
Q2 		$7.69M Buy
28,385
+3,281
+13% +$834K 4.67% 7
2021
Q1 		$5.92M Buy
25,104
+1,631
+7% +$378K 3.99% 7
2020
Q4 		$5.22M Buy
+23,473
New +$5.05M 4% 8

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

FWL Investment Management's MSFT Position: Q1 2026 in Review

FWL Investment Management reduced its Microsoft (MSFT) stake by 0.88% in Q1 2026, selling an estimated $137K and leaving 37,022 shares worth $13.7M. The position accounts for 3.01% of the portfolio, ranked #14.

FWL Investment Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.1M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • FWL Investment Management held 37,022 shares of Microsoft worth $13.7M as of Q1 2026.
  • FWL Investment Management sold 327 Microsoft shares in Q1 2026, an estimated $137K.
  • Microsoft made up 3.01% of FWL Investment Management's portfolio in Q1 2026, its #14 holding.
  • FWL Investment Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • FWL Investment Management's Microsoft position peaked at $18.1M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.