Laird Norton Wetherby Wealth Management’s Microsoft MSFT Stock Holding History

Laird Norton Wetherby 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 Q3	–	Sell	-1,000	Closed	-$447K	–	951
2024 Q2	$447K	Sell	1,000 -200	-17%	-$84.5K	0.02%	574
2024 Q1	$505K	Buy	+1,200	New	+$486K	0.02%	550
2023 Q4	–	Hold	0	–	–	–	583
2023 Q3	–	Sell	-1,000	Closed	-$330K	–	634
2023 Q2	$341K	Buy	1,000 +600	+150%	+$188K	0.02%	671
2023 Q1	$115K	Sell	400 -200	-33%	-$51K	0.01%	875
2022 Q4	$144K	Buy	+600	New	+$144K	0.01%	833
2022 Q3	–	Hold	0	–	–	–	828
2022 Q2	–	Sell	-1,200	Closed	-$326K	–	880
2022 Q1	$370K	Sell	1,200 -300	-20%	-$90.3K	0.02%	627
2021 Q4	$504K	Sell	1,500 -100	-6%	-$32.4K	0.03%	520
2021 Q3	$451K	Buy	1,600 +400	+33%	+$116K	0.03%	541
2021 Q2	$325K	Buy	+1,200	New	+$305K	0.02%	685
2021 Q1	–	Sell	-500	Closed	-$111K	–	863
2020 Q4	$111K	Buy	+500	New	+$108K	0.01%	876

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MSFT Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Microsoft (MSFT) stake by 5.5% in Q3 2025, buying an estimated $6.64M and bringing the position to 247,697 shares worth $128M. The position accounts for 5.24% of the portfolio, ranked #3.

Laird Norton Wetherby Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 49 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Laird Norton Wetherby Wealth Management held 247,697 shares of Microsoft worth $128M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 13,023 Microsoft shares in Q3 2025, an estimated $6.64M.
Microsoft made up 5.24% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #3 holding.
Laird Norton Wetherby Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 49 quarters since.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.