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Inlet Private Wealth’s Microsoft MSFT Stock Holding History

Inlet Private Wealth’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 		$14.2M Sell
38,285
-910
-2% -$381K 3.62% 3
2025
Q4 		$19M Sell
39,195
-395
-1% -$198K 4.4% 2
2025
Q3 		$20.5M Buy
39,590
+225
+0.6% +$115K 4.63% 2
2025
Q2 		$19.6M Sell
39,365
-130
-0.3% -$56.5K 4.81% 1
2025
Q1 		$14.8M Sell
39,495
-175
-0.4% -$71.3K 3.85% 4
2024
Q4 		$16.7M Sell
39,670
-236
-0.6% -$101K 4.42% 2
2024
Q3 		$17.2M Sell
39,906
-188
-0.5% -$80.4K 4.36% 2
2024
Q2 		$17.9M Buy
40,094
+1,066
+3% +$450K 4.9% 2
2024
Q1 		$16.4M Sell
39,028
-200
-0.5% -$81K 4.59% 1
2023
Q4 		$14.8M Sell
39,228
-448
-1% -$159K 4.52% 2
2023
Q3 		$12.5M Sell
39,676
-1,958
-5% -$647K 4.12% 2
2023
Q2 		$14.2M Sell
41,634
-983
-2% -$308K 3.58% 3
2023
Q1 		$12.3M Sell
42,617
-600
-1% -$153K 3.2% 3
2022
Q4 		$10.4M Sell
43,217
-9
-0% -$2.16K 2.66% 5
2022
Q3 		$10.1M Sell
43,226
-199
-0.5% -$52.5K 3% 3
2022
Q2 		$11.2M Sell
43,425
-79
-0.2% -$21.4K 3.18% 3
2022
Q1 		$13.4M Sell
43,504
-1,258
-3% -$378K 3.35% 3
2021
Q4 		$15.1M Sell
44,762
-199
-0.4% -$64.5K 3.65% 3
2021
Q3 		$12.7M Sell
44,961
-100
-0.2% -$29.1K 3.4% 3
2021
Q2 		$12.2M Sell
45,061
-449
-1% -$114K 3.2% 3
2021
Q1 		$10.7M Sell
45,510
-299
-0.7% -$69.4K 3.07% 3
2020
Q4 		$10.2M Sell
45,809
-267
-0.6% -$57.4K 3.33% 3
2020
Q3 		$9.69M Sell
46,076
-821
-2% -$172K 3.78% 3
2020
Q2 		$9.54M Hold
46,897
– – 3.81% 3
2020
Q1 		$7.4M Sell
46,897
-450
-1% -$74K 3.43% 3
2019
Q4 		$7.47M Buy
47,347
+55
+0.1% +$8.08K 2.47% 5
2019
Q3 		$6.58M Sell
47,292
-629
-1% -$86.5K 2.43% 5
2019
Q2 		$6.66M Buy
47,921
+6,201
+15% +$787K 2.39% 4
2019
Q1 		$4.92M Buy
41,720
+5,793
+16% +$632K 1.98% 7
2018
Q4 		$3.65M Buy
+35,927
New +$3.85M 1.96% 7

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

Inlet Private Wealth's MSFT Position: Q1 2026 in Review

Inlet Private Wealth reduced its Microsoft (MSFT) stake by 2.3% in Q1 2026, selling an estimated $381K and leaving 38,285 shares worth $14.2M. The position accounts for 3.62% of the portfolio, ranked #3.

Inlet Private Wealth first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.5M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Inlet Private Wealth held 38,285 shares of Microsoft worth $14.2M as of Q1 2026.
  • Inlet Private Wealth sold 910 Microsoft shares in Q1 2026, an estimated $381K.
  • Microsoft made up 3.62% of Inlet Private Wealth's portfolio in Q1 2026, its #3 holding.
  • Inlet Private Wealth first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Microsoft position peaked at $20.5M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.