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Laidlaw Wealth Management’s Microsoft MSFT Stock Holding History

Laidlaw 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
2024
Q4 		– Sell
-80
Closed -$801 – 192
2024
Q3 		$801 Buy
+80
New +$34.2K ﹤0.01% 184

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Laidlaw Wealth Management reduced its Microsoft (MSFT) stake by 1.7% in Q1 2026, selling an estimated $31.4K and leaving 4,438 shares worth $1.64M. The position accounts for 5.7% of the portfolio, ranked #3.

Laidlaw Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $20M in Q2 2023. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Laidlaw Wealth Management held 4,438 shares of Microsoft worth $1.64M as of Q1 2026.
  • Laidlaw Wealth Management sold 75 Microsoft shares in Q1 2026, an estimated $31.4K.
  • Microsoft made up 5.7% of Laidlaw Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Laidlaw Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • Laidlaw Wealth Management's Microsoft position peaked at $20M in Q2 2023.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.