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Gerber Kawasaki Wealth & Investment Management’s Microsoft MSFT Stock Holding History

Gerber Kawasaki Wealth & 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 		$53.5M Buy
144,455
+10,525
+8% +$4.4M 1.7% 15
2025
Q4 		$64.8M Sell
133,930
-1,472
-1% -$738K 2.26% 12
2025
Q3 		$70.1M Buy
135,402
+786
+0.6% +$401K 2.41% 10
2025
Q2 		$67M Sell
134,616
-2,157
-2% -$937K 2.59% 10
2025
Q1 		$51.3M Buy
136,773
+94
+0.1% +$38.3K 2.31% 12
2024
Q4 		$57.6M Buy
136,679
+2,086
+2% +$889K 2.51% 9
2024
Q3 		$57.9M Buy
134,593
+611
+0.5% +$261K 2.67% 9
2024
Q2 		$59.9M Buy
133,982
+1,310
+1% +$553K 3% 7
2024
Q1 		$55.8M Buy
132,672
+2,703
+2% +$1.09M 3.01% 8
2023
Q4 		$48.9M Buy
129,969
+4,726
+4% +$1.68M 2.92% 9
2023
Q3 		$39.5M Buy
125,243
+585
+0.5% +$193K 2.69% 9
2023
Q2 		$42.4M Sell
124,658
-2,310
-2% -$724K 2.85% 9
2023
Q1 		$36.6M Buy
126,968
+341
+0.3% +$87K 2.89% 7
2022
Q4 		$30.4M Sell
126,627
-830
-0.7% -$199K 2.69% 7
2022
Q3 		$29.7M Buy
127,457
+3,605
+3% +$952K 2.77% 6
2022
Q2 		$31.8M Buy
123,852
+6,229
+5% +$1.69M 3.02% 6
2022
Q1 		$36.3M Buy
117,623
+10,737
+10% +$3.23M 2.96% 7
2021
Q4 		$35.9M Buy
106,886
+106,099
+13,481% +$34.4M 2.85% 7
2021
Q3 		$787K Sell
787
-90,345
-99% -$26.3M 0.1% 78
2021
Q2 		$24.7M Buy
91,132
+7,525
+9% +$1.91M 2.52% 11
2021
Q1 		$19.7M Buy
83,607
+5,667
+7% +$1.31M 2.37% 14
2020
Q4 		$17.3M Buy
77,940
+4,950
+7% +$1.06M 2.4% 11
2020
Q3 		$15.4M Buy
72,990
+4,012
+6% +$843K 3.28% 8
2020
Q2 		$14M Buy
68,978
+3,570
+5% +$648K 3.11% 8
2020
Q1 		$10.3M Buy
65,408
+6,828
+12% +$1.12M 2.93% 9
2019
Q4 		$9.24M Sell
58,580
-8,935
-13% -$1.31M 2.33% 12
2019
Q3 		$9.39M Buy
67,515
+2,805
+4% +$386K 2.69% 10
2019
Q2 		$8.67M Sell
64,710
-138
-0.2% -$17.5K 2.52% 10
2019
Q1 		$7.65M Buy
64,848
+1,471
+2% +$160K 2.27% 12
2018
Q4 		$6.44M Buy
63,377
+38,775
+158% +$4.15M 2.26% 15
2018
Q3 		$2.84M Buy
24,602
+11,675
+90% +$1.27M 0.77% 31
2018
Q2 		$1.29M Buy
12,927
+2,688
+26% +$261K 0.39% 45
2018
Q1 		$934K Buy
10,239
+232
+2% +$21.2K 0.3% 51
2017
Q4 		$855K Buy
10,007
+181
+2% +$14.8K 0.3% 56
2017
Q3 		$749K Sell
9,826
-9,043
-48% -$661K 0.27% 59
2017
Q2 		$1.32M Buy
18,869
+2,918
+18% +$200K 0.5% 46
2017
Q1 		$1.04M Buy
15,951
+3,505
+28% +$225K 0.45% 48
2016
Q4 		$773K Buy
12,446
+659
+6% +$39.6K 0.41% 52
2016
Q3 		$678K Buy
11,787
+1,770
+18% +$99.9K 0.39% 51
2016
Q2 		$512K Buy
10,017
+5,014
+100% +$261K 0.32% 55
2016
Q1 		$276K Buy
+5,003
New +$262K 0.19% 67

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

Gerber Kawasaki Wealth & Investment Management's MSFT Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Microsoft (MSFT) stake by 7.9% in Q1 2026, buying an estimated $4.4M and bringing the position to 144,455 shares worth $53.5M. The position accounts for 1.7% of the portfolio, ranked #15.

Gerber Kawasaki Wealth & Investment Management first reported a position in MSFT in Q1 2016 and has held it in 41 quarters since. The position peaked at $70.1M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 144,455 shares of Microsoft worth $53.5M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 10,525 Microsoft shares in Q1 2026, an estimated $4.4M.
  • Microsoft made up 1.7% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #15 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Microsoft in Q1 2016 and has held it in 41 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Microsoft position peaked at $70.1M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.