Landmark Wealth Management (New York)’s Microsoft MSFT Stock Holding History

Landmark Wealth Management (New York)’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	$2.37M	Buy	6,414 +5,242	+447%	+$2.19M	0.64%	36
2025 Q4	$567K	Sell	1,172 -3	-0.3%	-$1.5K	0.22%	55
2025 Q3	$609K	Sell	1,175 -17	-1%	-$8.67K	0.24%	55
2025 Q2	$593K	Sell	1,192 -34	-3%	-$14.8K	0.25%	56
2025 Q1	$460K	Sell	1,226 -10	-0.8%	-$4.08K	0.2%	51
2024 Q4	$521K	Buy	1,236 +1	+0.1%	+$426	0.23%	50
2024 Q3	$531K	Buy	+1,235	New	+$528K	0.23%	49
2024 Q2	–	Sell	-3,338	Closed	-$1.4M	–	61
2024 Q1	$1.4M	Sell	3,338 -108	-3%	-$43.7K	0.65%	38
2023 Q4	$1.3M	Buy	3,446 +25	+0.7%	+$8.9K	0.64%	37
2023 Q3	$1.08M	Buy	+3,421	New	+$1.13M	0.61%	38
2023 Q2	–	Sell	-3,425	Closed	-$987K	–	57
2023 Q1	$987K	Buy	3,425 +2,490	+266%	+$635K	0.55%	38
2022 Q4	$224K	Buy	935 +14	+2%	+$3.36K	0.16%	64
2022 Q3	$215K	Buy	+921	New	+$243K	0.16%	60
2022 Q2	–	Sell	-7,396	Closed	-$1.14M	–	130
2022 Q1	$1.14M	Buy	+7,396	New	+$2.23M	0.6%	36

Other funds holding MSFT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Landmark Wealth Management (New York)'s MSFT Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Microsoft (MSFT) stake by 447% in Q1 2026, buying an estimated $2.19M and bringing the position to 6,414 shares worth $2.37M. The position accounts for 0.64% of the portfolio, ranked #36.

Landmark Wealth Management (New York) first reported a position in MSFT in Q1 2022 and has held it in 14 quarters since. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Landmark Wealth Management (New York) held 6,414 shares of Microsoft worth $2.37M as of Q1 2026.
Landmark Wealth Management (New York) bought 5,242 Microsoft shares in Q1 2026, an estimated $2.19M.
Microsoft made up 0.64% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #36 holding.
Landmark Wealth Management (New York) first reported a position in Microsoft in Q1 2022 and has held it in 14 quarters since.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.