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Graybill Wealth Management’s Microsoft MSFT Stock Holding History

Graybill 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 		$8.61M Buy
23,257
+4,110
+21% +$1.72M 2.62% 9
2025
Q4 		$9.26M Buy
19,147
+439
+2% +$220K 2.73% 8
2025
Q3 		$9.69M Sell
18,708
-410
-2% -$209K 2.98% 6
2025
Q2 		$9.51M Buy
19,118
+874
+5% +$380K 3.11% 6
2025
Q1 		$6.85M Buy
+18,244
New +$7.44M 2.35% 14
2024
Q3 		$7.14M Buy
16,583
+349
+2% +$149K 2.64% 13
2024
Q2 		$7.26M Buy
16,234
+1,928
+13% +$814K 2.94% 8
2024
Q1 		$6.02M Sell
14,306
-62
-0.4% -$25.1K 2.54% 14
2023
Q4 		$5.4M Sell
14,368
-308
-2% -$110K 2.39% 16
2023
Q3 		$4.63M Sell
14,676
-180
-1% -$59.5K 2.26% 16
2023
Q2 		$5.06M Sell
14,856
-366
-2% -$115K 2.4% 15
2023
Q1 		$4.39M Buy
15,222
+1,652
+12% +$421K 2.24% 18
2022
Q4 		$3.25M Sell
13,570
-239
-2% -$57.4K 1.76% 30
2022
Q3 		$3.22M Buy
13,809
+63
+0.5% +$16.6K 1.91% 26
2022
Q2 		$3.53M Buy
13,746
+343
+3% +$93.1K 1.95% 24
2022
Q1 		$4.13M Buy
+13,403
New +$4.03M 2.02% 23
2021
Q3 		– Sell
-2,094
Closed -$567K – 52
2021
Q2 		$567K Sell
2,094
-55
-3% -$14K 0.28% 46
2021
Q1 		$507K Buy
2,149
+287
+15% +$66.6K 0.27% 45
2020
Q4 		$414K Hold
1,862
– – 0.23% 44
2020
Q3 		$392K Buy
1,862
+180
+11% +$37.8K 0.26% 46
2020
Q2 		$342K Sell
1,682
-10
-0.6% -$1.81K 0.25% 45
2020
Q1 		$267K Sell
1,692
-10
-0.6% -$1.64K 0.24% 43
2019
Q4 		$268K Hold
1,702
– – 0.17% 46
2019
Q3 		$237K Sell
1,702
-65
-4% -$8.94K 0.16% 51
2019
Q2 		$237K Buy
+1,767
New +$224K 0.16% 47

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

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

Graybill Wealth Management increased its Microsoft (MSFT) stake by 21% in Q1 2026, buying an estimated $1.72M and bringing the position to 23,257 shares worth $8.61M. The position accounts for 2.62% of the portfolio, ranked #9.

Graybill Wealth Management first reported a position in MSFT in Q2 2019 and has held it in 25 quarters since. The position peaked at $9.69M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Graybill Wealth Management held 23,257 shares of Microsoft worth $8.61M as of Q1 2026.
  • Graybill Wealth Management bought 4,110 Microsoft shares in Q1 2026, an estimated $1.72M.
  • Microsoft made up 2.62% of Graybill Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Graybill Wealth Management first reported a position in Microsoft in Q2 2019 and has held it in 25 quarters since.
  • Graybill Wealth Management's Microsoft position peaked at $9.69M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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