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Hohimer Wealth Management’s Microsoft MSFT Stock Holding History

Hohimer 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 		$48.2M Buy
130,217
+38,448
+42% +$16.1M 5.69% 2
2025
Q4 		$44.4M Sell
91,769
-168
-0.2% -$84.2K 5.97% 2
2025
Q3 		$47.6M Buy
91,937
+3,410
+4% +$1.74M 6.66% 1
2025
Q2 		$44M Sell
88,527
-151
-0.2% -$65.6K 7.81% 1
2025
Q1 		$33.3M Buy
88,678
+7,924
+10% +$3.23M 6.48% 1
2024
Q4 		$34M Buy
80,754
+11,300
+16% +$4.81M 6.41% 1
2024
Q3 		$29.9M Sell
69,454
-2,679
-4% -$1.15M 6.43% 1
2024
Q2 		$32.1M Buy
72,133
+6,856
+11% +$2.9M 7.45% 1
2024
Q1 		$29.9M Sell
65,277
-13,618
-17% -$5.51M 7.01% 1
2023
Q4 		$29.7M Sell
78,895
-566
-0.7% -$201K 7.52% 1
2023
Q3 		$25.1M Buy
79,461
+6,240
+9% +$2.06M 7.17% 1
2023
Q2 		$24.9M Sell
73,221
-1,064
-1% -$333K 6.88% 1
2023
Q1 		$21.4M Buy
74,285
+4,435
+6% +$1.13M 6.2% 2
2022
Q4 		$16.8M Sell
69,850
-1,640
-2% -$394K 5.34% 2
2022
Q3 		$16.6M Buy
71,490
+5,052
+8% +$1.33M 5.35% 1
2022
Q2 		$17.1M Buy
66,438
+17,416
+36% +$4.73M 5.04% 1
2022
Q1 		$15.1M Buy
49,022
+529
+1% +$159K 2.98% 3
2021
Q4 		$16.3M Sell
48,493
-1,000
-2% -$324K 3.43% 3
2021
Q3 		$14M Sell
49,493
-2,088
-4% -$608K 2.92% 3
2021
Q2 		$14M Buy
51,581
+5,101
+11% +$1.3M 2.86% 3
2021
Q1 		$11M Sell
46,480
-3,496
-7% -$811K 2.67% 4
2020
Q4 		$11.1M Sell
49,976
-29
-0.1% -$6.24K 2.95% 3
2020
Q3 		$10.7M Buy
50,005
+22,446
+81% +$4.71M 3.05% 3
2020
Q2 		$5.61M Sell
27,559
-4,331
-14% -$786K 1.94% 3
2020
Q1 		$5.03M Buy
31,890
+609
+2% +$100K 2.12% 1
2019
Q4 		$4.93M Buy
+31,281
New +$4.6M 1.72% 2

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

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

Hohimer Wealth Management increased its Microsoft (MSFT) stake by 42% in Q1 2026, buying an estimated $16.1M and bringing the position to 130,217 shares worth $48.2M. The position accounts for 5.69% of the portfolio, ranked #2.

Hohimer Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hohimer Wealth Management held 130,217 shares of Microsoft worth $48.2M as of Q1 2026.
  • Hohimer Wealth Management bought 38,448 Microsoft shares in Q1 2026, an estimated $16.1M.
  • Microsoft made up 5.69% of Hohimer Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Hohimer Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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