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Hartmann Taylor Wealth Management’s Microsoft MSFT Stock Holding History

Hartmann Taylor 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 		$1.51M Sell
4,082
-48
-1% -$20.1K 1% 24
2025
Q4 		$2M Sell
4,130
-64
-2% -$32.1K 1.35% 20
2025
Q3 		$2.17M Buy
4,194
+84
+2% +$42.9K 1.56% 18
2025
Q2 		$2.04M Buy
4,110
+85
+2% +$36.9K 1.7% 16
2025
Q1 		$1.51M Buy
+4,025
New +$1.64M 1.35% 20

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

Hartmann Taylor Wealth Management's MSFT Position: Q1 2026 in Review

Hartmann Taylor Wealth Management reduced its Microsoft (MSFT) stake by 1.2% in Q1 2026, selling an estimated $20.1K and leaving 4,082 shares worth $1.51M. The position accounts for 1% of the portfolio, ranked #24.

Hartmann Taylor Wealth Management first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.17M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hartmann Taylor Wealth Management held 4,082 shares of Microsoft worth $1.51M as of Q1 2026.
  • Hartmann Taylor Wealth Management sold 48 Microsoft shares in Q1 2026, an estimated $20.1K.
  • Microsoft made up 1% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Hartmann Taylor Wealth Management first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Microsoft position peaked at $2.17M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.