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Gibbs Wealth Management’s Microsoft MSFT Stock Holding History

Gibbs Wealth 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 		$10.9M Buy
29,554
+12,502
+73% +$5.23M 1.44% 13
2025
Q4 		$8.17M Sell
17,052
-2,351
-12% -$1.18M 1.98% 10
2025
Q3 		$10M Sell
19,403
-4,006
-17% -$2.04M 2.27% 9
2025
Q2 		$11.6M Buy
23,409
+3,314
+16% +$1.44M 2.24% 8
2025
Q1 		$7.54M Buy
20,095
+3,248
+19% +$1.32M 1.82% 11
2024
Q4 		$7.1M Buy
16,847
+3,202
+23% +$1.36M 1.93% 12
2024
Q3 		$5.87M Sell
13,645
-87
-0.6% -$37.2K 1.9% 12
2024
Q2 		$6.14M Buy
13,732
+4,128
+43% +$1.74M 2.48% 8
2024
Q1 		$4.04M Buy
+9,604
New +$3.89M 2.32% 8

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gibbs Wealth Management's MSFT Position: Q1 2026 in Review

Gibbs Wealth Management increased its Microsoft (MSFT) stake by 73% in Q1 2026, buying an estimated $5.23M and bringing the position to 29,554 shares worth $10.9M. The position accounts for 1.44% of the portfolio, ranked #13.

Gibbs Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.6M in Q2 2025. 6,218 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Gibbs Wealth Management held 29,554 shares of Microsoft worth $10.9M as of Q1 2026.
  • Gibbs Wealth Management bought 12,502 Microsoft shares in Q1 2026, an estimated $5.23M.
  • Microsoft made up 1.44% of Gibbs Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Gibbs Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Gibbs Wealth Management's Microsoft position peaked at $11.6M in Q2 2025.
  • 6,218 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.