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Liberty Square Wealth Partners’s Microsoft MSFT Stock Holding History

Liberty Square 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 		$4.44M Sell
12,007
-96
-0.8% -$40.2K 1.24% 13
2025
Q4 		$5.85M Sell
12,103
-40
-0.3% -$20K 1.67% 13
2025
Q3 		$6.29M Sell
12,143
-123
-1% -$62.7K 1.94% 10
2025
Q2 		$6.1M Sell
12,266
-188
-2% -$81.6K 2.11% 8
2025
Q1 		$4.68M Sell
12,454
-325
-3% -$133K 1.78% 10
2024
Q4 		$5.22M Buy
+12,779
New +$5.44M 1.9% 10

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

Liberty Square Wealth Partners's MSFT Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its Microsoft (MSFT) stake by 0.79% in Q1 2026, selling an estimated $40.2K and leaving 12,007 shares worth $4.44M. The position accounts for 1.24% of the portfolio, ranked #13.

Liberty Square Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.29M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Liberty Square Wealth Partners held 12,007 shares of Microsoft worth $4.44M as of Q1 2026.
  • Liberty Square Wealth Partners sold 96 Microsoft shares in Q1 2026, an estimated $40.2K.
  • Microsoft made up 1.24% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Liberty Square Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Liberty Square Wealth Partners's Microsoft position peaked at $6.29M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.