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Gilpin Wealth Management’s Microsoft MSFT Stock Holding History

Gilpin 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
Q3 		$3.09M Buy
6,018
+540
+10% +$250K 2.09% 9
2026
Q2 		$2.04M Sell
5,478
-37
-0.7% -$15K 1.41% 15
2026
Q1 		$2.04M Sell
5,515
-82
-1% -$34.3K 1.62% 14
2025
Q4 		$2.71M Buy
+5,597
New +$2.8M 2.14% 9

Other funds holding MSFT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Gilpin Wealth Management's MSFT Position: Q3 2026 in Review

Gilpin Wealth Management increased its Microsoft (MSFT) stake by 9.9% in Q3 2026, buying an estimated $250K and bringing the position to 6,018 shares worth $3.09M. The position accounts for 2.09% of the portfolio, ranked #9.

Gilpin Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Gilpin Wealth Management held 6,018 shares of Microsoft worth $3.09M as of Q3 2026.
  • Gilpin Wealth Management bought 540 Microsoft shares in Q3 2026, an estimated $250K.
  • Microsoft made up 2.09% of Gilpin Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Gilpin Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.