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Gentry Private Wealth’s Microsoft MSFT Stock Holding History

Gentry Private 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 		$1.42M Buy
3,849
+854
+29% +$357K 0.86% 20
2025
Q4 		$1.45M Buy
2,995
+434
+17% +$217K 0.91% 16
2025
Q3 		$1.33M Buy
2,561
+2
+0.1% +$1.02K 0.92% 18
2025
Q2 		$1.27M Sell
2,559
-19
-0.7% -$8.25K 0.97% 16
2025
Q1 		$968K Buy
+2,578
New +$1.05M 0.8% 20
2024
Q4 		– Sell
-2,573
Closed -$1.11M – 62
2024
Q3 		$1.11M Sell
2,573
-3
-0.1% -$1.28K 0.9% 20
2024
Q2 		$1.15M Buy
+2,576
New +$1.09M 1.01% 14

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

Gentry Private Wealth's MSFT Position: Q1 2026 in Review

Gentry Private Wealth increased its Microsoft (MSFT) stake by 29% in Q1 2026, buying an estimated $357K and bringing the position to 3,849 shares worth $1.42M. The position accounts for 0.86% of the portfolio, ranked #20.

Gentry Private Wealth first reported a position in MSFT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Gentry Private Wealth held 3,849 shares of Microsoft worth $1.42M as of Q1 2026.
  • Gentry Private Wealth bought 854 Microsoft shares in Q1 2026, an estimated $357K.
  • Microsoft made up 0.86% of Gentry Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Gentry Private Wealth first reported a position in Microsoft in Q2 2024 and has held it in 7 quarters since.
  • Gentry Private Wealth's Microsoft position peaked at $1.45M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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