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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
2021
Q4 		– Sell
-1,000
Closed -$15K – 217
2021
Q3 		$15K Buy
+1,000
New +$291K ﹤0.01% 192

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.