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GSB Wealth Management’s Microsoft MSFT Stock Holding History

GSB 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 		$6.11M Buy
16,518
+776
+5% +$325K 1.38% 17
2025
Q4 		$7.61M Sell
15,742
-753
-5% -$377K 1.72% 10
2025
Q3 		$8.54M Sell
16,495
-961
-6% -$490K 1.94% 8
2025
Q2 		$8.68M Sell
17,456
-64
-0.4% -$27.8K 2.13% 7
2025
Q1 		$6.58M Sell
17,520
-45
-0.3% -$18.3K 1.73% 8
2024
Q4 		$7.4M Buy
17,565
+86
+0.5% +$36.6K 1.91% 7
2024
Q3 		$7.52M Buy
17,479
+783
+5% +$335K 1.92% 6
2024
Q2 		$7.46M Buy
16,696
+73
+0.4% +$30.8K 2.04% 6
2024
Q1 		$6.99M Buy
16,623
+475
+3% +$192K 1.97% 6
2023
Q4 		$6.07M Buy
16,148
+46
+0.3% +$16.4K 1.87% 6
2023
Q3 		$5.08M Buy
16,102
+315
+2% +$104K 1.7% 8
2023
Q2 		$5.38M Buy
15,787
+1,991
+14% +$624K 1.75% 8
2023
Q1 		$3.98M Sell
13,796
-423
-3% -$108K 1.3% 15
2022
Q4 		$3.41M Buy
14,219
+66
+0.5% +$15.8K 1.22% 20
2022
Q3 		$3.3M Sell
14,153
-348
-2% -$91.9K 1.2% 19
2022
Q2 		$3.72M Sell
14,501
-533
-4% -$145K 1.27% 15
2022
Q1 		$4.63M Sell
15,034
-671
-4% -$202K 1.35% 14
2021
Q4 		$5.28M Buy
15,705
+9,058
+136% +$2.94M 1.52% 10
2021
Q3 		$1.87M Sell
6,647
-9,883
-60% -$2.88M 0.96% 30
2021
Q2 		$4.48M Buy
16,530
+196
+1% +$49.8K 1.4% 8
2021
Q1 		$3.85M Buy
16,334
+13,652
+509% +$3.17M 1.28% 10
2020
Q4 		$597K Buy
2,682
+8
+0.3% +$1.72K 2.68% 8
2020
Q3 		$563K Buy
2,674
+6
+0.2% +$1.26K 2.57% 6
2020
Q2 		$543K Buy
2,668
+7
+0.3% +$1.27K 3.03% 6
2020
Q1 		$420K Buy
2,661
+1,271
+91% +$209K 3.07% 7
2019
Q4 		$219K Buy
+1,390
New +$204K 0.9% 47
2017
Q1 		– Sell
-3,600
Closed -$224K – 63
2016
Q4 		$224K Buy
+3,600
New +$217K 0.88% 60

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

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

GSB Wealth Management increased its Microsoft (MSFT) stake by 4.9% in Q1 2026, buying an estimated $325K and bringing the position to 16,518 shares worth $6.11M. The position accounts for 1.38% of the portfolio, ranked #17.

GSB Wealth Management first reported a position in MSFT in Q4 2016 and has held it in 27 quarters since. The position peaked at $8.68M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • GSB Wealth Management held 16,518 shares of Microsoft worth $6.11M as of Q1 2026.
  • GSB Wealth Management bought 776 Microsoft shares in Q1 2026, an estimated $325K.
  • Microsoft made up 1.38% of GSB Wealth Management's portfolio in Q1 2026, its #17 holding.
  • GSB Wealth Management first reported a position in Microsoft in Q4 2016 and has held it in 27 quarters since.
  • GSB Wealth Management's Microsoft position peaked at $8.68M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.