Hohimer Wealth Management
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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
Q3 		– Sell
-100
Closed -$37.3K – 411
2026
Q2 		$37.3K Buy
+100
New +$40.5K ﹤0.01% 388

Other funds holding MSFT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hohimer Wealth Management's MSFT Position: Q3 2026 in Review

Hohimer Wealth Management reduced its Microsoft (MSFT) stake by 5.6% in Q3 2026, selling an estimated $5.41M and leaving 198,832 shares worth $102M. The position accounts for 9.87% of the portfolio, ranked #1.

Hohimer Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 5,332 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Hohimer Wealth Management held 198,832 shares of Microsoft worth $102M as of Q3 2026.
  • Hohimer Wealth Management sold 11,698 Microsoft shares in Q3 2026, an estimated $5.41M.
  • Microsoft made up 9.87% of Hohimer Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Hohimer Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 5,332 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.