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Golden State Equity Partners’s Microsoft MSFT Stock Holding History

Golden State Equity Partners’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 		$29M Buy
78,250
+34,805
+80% +$14.6M 2.19% 3
2025
Q4 		$21M Buy
43,445
+1,085
+3% +$544K 3.39% 3
2025
Q3 		$21.9M Buy
42,360
+2,295
+6% +$1.17M 3.7% 3
2025
Q2 		$19.9M Buy
40,065
+1,736
+5% +$754K 3.69% 3
2025
Q1 		$14.4M Sell
38,329
-708
-2% -$289K 2.85% 3
2024
Q4 		$16.5M Buy
39,037
+35,986
+1,179% +$15.3M 3.14% 3
2024
Q3 		$1.31M Sell
3,051
-34,970
-92% -$14.9M 0.69% 25
2024
Q2 		$17M Buy
+38,021
New +$16.1M 3.54% 3
2023
Q4 		$14.3M Buy
38,146
+1,000
+3% +$356K 3.48% 2
2023
Q3 		$11.7M Buy
37,146
+497
+1% +$164K 3.27% 2
2023
Q2 		$12.5M Buy
36,649
+10,686
+41% +$3.35M 3.51% 2
2023
Q1 		$7.48M Buy
+25,963
New +$6.62M 4.05% 1
2022
Q1 		$8.68M Buy
28,158
+170
+0.6% +$51.1K 4.37% 1
2021
Q4 		$9.41M Sell
27,988
-1,367
-5% -$443K 4.75% 1
2021
Q3 		$8.28M Sell
29,355
-1,817
-6% -$529K 3.37% 3
2021
Q2 		$8.44M Sell
31,172
-4,475
-13% -$1.14M 3.26% 3
2021
Q1 		$8.4M Buy
35,647
+2,948
+9% +$684K 4.8% 2
2020
Q4 		$7.27M Buy
+32,699
New +$7.03M 5% 2

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

Golden State Equity Partners's MSFT Position: Q1 2026 in Review

Golden State Equity Partners increased its Microsoft (MSFT) stake by 80% in Q1 2026, buying an estimated $14.6M and bringing the position to 78,250 shares worth $29M. The position accounts for 2.19% of the portfolio, ranked #3.

Golden State Equity Partners first reported a position in MSFT in Q4 2020 and has held it in 18 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Golden State Equity Partners held 78,250 shares of Microsoft worth $29M as of Q1 2026.
  • Golden State Equity Partners bought 34,805 Microsoft shares in Q1 2026, an estimated $14.6M.
  • Microsoft made up 2.19% of Golden State Equity Partners's portfolio in Q1 2026, its #3 holding.
  • Golden State Equity Partners first reported a position in Microsoft in Q4 2020 and has held it in 18 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.