Granite Bay Wealth Management’s Microsoft MSFT Stock Holding History

Granite Bay 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	$9.54M	Buy	25,739 +3,848	+18%	+$1.61M	2.03%	13
2025 Q4	$10.6M	Buy	21,891 +3,208	+17%	+$1.61M	2.55%	9
2025 Q3	$9.68M	Sell	18,683 -242	-1%	-$123K	2.52%	10
2025 Q2	$9.41M	Sell	18,925 -22	-0.1%	-$9.55K	3.02%	10
2025 Q1	$7.11M	Buy	18,947 +1,510	+9%	+$616K	2.47%	13
2024 Q4	$7.35M	Buy	+17,437	New	+$7.43M	2.72%	13
2024 Q3	–	Sell	-15,744	Closed	-$7.04M	–	60
2024 Q2	$7.04M	Buy	15,744 +2,284	+17%	+$965K	3.77%	9
2024 Q1	$5.66M	Sell	13,460 -838,703	-98%	-$340M	3.22%	11
2023 Q4	$304M	Buy	852,163 +123,866	+17%	+$44.1M	2.72%	14
2023 Q3	$240M	Buy	+728,297	New	+$241M	2.36%	12
2023 Q2	–	Sell	-7,477	Closed	-$2.16M	–	63
2023 Q1	$2.16M	Buy	7,477 +1,095	+17%	+$279K	1.51%	14
2022 Q4	$1.53M	Sell	6,382 -467	-7%	-$112K	1%	15
2022 Q3	$1.59M	Sell	6,849 -100	-1%	-$26.4K	1.28%	13
2022 Q2	$1.78M	Sell	6,949 -98	-1%	-$26.6K	1.38%	14
2022 Q1	$2.17M	Buy	7,047 +141	+2%	+$42.4K	1.76%	10
2021 Q4	$2.32M	Buy	+6,906	New	+$2.24M	2.29%	11

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Granite Bay Wealth Management's MSFT Position: Q1 2026 in Review

Granite Bay Wealth Management increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $1.61M and bringing the position to 25,739 shares worth $9.54M. The position accounts for 2.03% of the portfolio, ranked #13.

Granite Bay Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. The position peaked at $304M in Q4 2023. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Granite Bay Wealth Management held 25,739 shares of Microsoft worth $9.54M as of Q1 2026.
Granite Bay Wealth Management bought 3,848 Microsoft shares in Q1 2026, an estimated $1.61M.
Microsoft made up 2.03% of Granite Bay Wealth Management's portfolio in Q1 2026, its #13 holding.
Granite Bay Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
Granite Bay Wealth Management's Microsoft position peaked at $304M in Q4 2023.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.