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Guardian Partners’s Microsoft MSFT Stock Holding History

Guardian 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 		$26.6M Buy
71,634
+2,824
+4% +$1.18M 2.22% 9
2025
Q4 		$28.4M Buy
68,810
+4,512
+7% +$2.26M 2.28% 9
2025
Q3 		$33.4M Sell
64,298
-109
-0.2% -$55.6K 2.83% 7
2025
Q2 		$32.4M Sell
64,407
-898
-1% -$390K 2.91% 8
2025
Q1 		$24.4M Sell
65,305
-6,936
-10% -$2.83M 2.53% 7
2024
Q4 		$30.7M Buy
+72,241
New +$30.8M 3.12% 6

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

Guardian Partners's MSFT Position: Q1 2026 in Review

Guardian Partners increased its Microsoft (MSFT) stake by 4.1% in Q1 2026, buying an estimated $1.18M and bringing the position to 71,634 shares worth $26.6M. The position accounts for 2.22% of the portfolio, ranked #9.

Guardian Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.4M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Guardian Partners held 71,634 shares of Microsoft worth $26.6M as of Q1 2026.
  • Guardian Partners bought 2,824 Microsoft shares in Q1 2026, an estimated $1.18M.
  • Microsoft made up 2.22% of Guardian Partners's portfolio in Q1 2026, its #9 holding.
  • Guardian Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Microsoft position peaked at $33.4M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.