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LeClair Wealth Partners’s Microsoft MSFT Stock Holding History

LeClair Wealth Partners’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 		$1.6M Sell
4,325
-8,608
-67% -$3.6M 0.55% 25
2025
Q4 		$6.25M Hold
12,933
– – 3.63% 7
2025
Q3 		$6.7M Sell
12,933
-748
-5% -$382K 4.17% 6
2025
Q2 		$6.81M Sell
13,681
-229
-2% -$99.4K 4.62% 4
2025
Q1 		$5.22M Buy
13,910
+5
+0% +$2.04K 3.76% 6
2024
Q4 		$5.86M Buy
+13,905
New +$5.92M 3.91% 5

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

LeClair Wealth Partners's MSFT Position: Q1 2026 in Review

LeClair Wealth Partners reduced its Microsoft (MSFT) stake by 67% in Q1 2026, selling an estimated $3.6M and leaving 4,325 shares worth $1.6M. The position accounts for 0.55% of the portfolio, ranked #25.

LeClair Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.81M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • LeClair Wealth Partners held 4,325 shares of Microsoft worth $1.6M as of Q1 2026.
  • LeClair Wealth Partners sold 8,608 Microsoft shares in Q1 2026, an estimated $3.6M.
  • Microsoft made up 0.55% of LeClair Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • LeClair Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Microsoft position peaked at $6.81M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.