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Leith Wheeler Investment Counsel’s Microsoft MSFT Stock Holding History

Leith Wheeler Investment Counsel’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 		$23.2M Buy
62,718
+57,524
+1,108% +$24.1M 1.92% 15
2025
Q4 		$2.51M Buy
5,194
+3,616
+229% +$1.81M 0.19% 53
2025
Q3 		$817K Buy
1,578
+219
+16% +$112K 0.06% 61
2025
Q2 		$676K Sell
1,359
-1,823
-57% -$792K 0.05% 55
2025
Q1 		$1.19M Buy
3,182
+1,672
+111% +$682K 0.08% 57
2024
Q4 		$636K Buy
1,510
+142
+10% +$60.5K 0.05% 56
2024
Q3 		$589K Buy
1,368
+432
+46% +$185K 0.04% 57
2024
Q2 		$418K Sell
936
-812
-46% -$343K 0.04% 56
2024
Q1 		$735K Buy
1,748
+617
+55% +$250K 0.07% 56
2023
Q4 		$425K Sell
1,131
-122
-10% -$43.4K 0.05% 54
2023
Q3 		$396K Buy
1,253
+172
+16% +$56.8K 0.05% 55
2023
Q2 		$368K Hold
1,081
– – 0.05% 58
2023
Q1 		$313K Sell
1,081
-398
-27% -$102K 0.05% 54
2022
Q4 		$355K Sell
1,479
-50
-3% -$12K 0.05% 51
2022
Q3 		$356K Sell
1,529
-76
-5% -$20.1K 0.06% 51
2022
Q2 		$531K Buy
+1,605
New +$436K 0.07% 50
2022
Q1 		– Sell
-1,256
Closed -$422K – 58
2021
Q4 		$422K Buy
1,256
+356
+40% +$115K 0.06% 39
2021
Q3 		$254K Buy
+900
New +$262K 0.04% 44
2021
Q2 		– Sell
-1,258
Closed -$297K – 46
2021
Q1 		$297K Buy
1,258
+99
+9% +$23K 0.05% 39
2020
Q4 		$328K Sell
1,159
-353
-23% -$75.9K 0.05% 37
2020
Q3 		$318K Buy
+1,512
New +$318K 0.07% 38

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

Leith Wheeler Investment Counsel's MSFT Position: Q1 2026 in Review

Leith Wheeler Investment Counsel increased its Microsoft (MSFT) stake by 1,108% in Q1 2026, buying an estimated $24.1M and bringing the position to 62,718 shares worth $23.2M. The position accounts for 1.92% of the portfolio, ranked #15.

Leith Wheeler Investment Counsel first reported a position in MSFT in Q3 2020 and has held it in 21 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Leith Wheeler Investment Counsel held 62,718 shares of Microsoft worth $23.2M as of Q1 2026.
  • Leith Wheeler Investment Counsel bought 57,524 Microsoft shares in Q1 2026, an estimated $24.1M.
  • Microsoft made up 1.92% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #15 holding.
  • Leith Wheeler Investment Counsel first reported a position in Microsoft in Q3 2020 and has held it in 21 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.