Long Island Wealth Management’s Microsoft MSFT Stock Holding History

Long Island 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
2026 Q1	$829K	Buy	2,239 +62	+3%	+$25.9K	0.38%	46
2025 Q4	$1.05M	Hold	2,177	–	–	0.5%	42
2025 Q3	$1.13M	Hold	2,177	–	–	0.55%	39
2025 Q2	$1.08M	Buy	2,177 +159	+8%	+$69K	0.56%	38
2025 Q1	$758K	Hold	2,018	–	–	0.46%	45
2024 Q4	$851K	Buy	2,018 +10	+0.5%	+$4.26K	0.53%	42
2024 Q3	$864K	Sell	2,008 -90	-4%	-$38.5K	0.57%	42
2024 Q2	$938K	Sell	2,098 -10	-0.5%	-$4.22K	0.66%	36
2024 Q1	$887K	Buy	2,108 +101	+5%	+$40.9K	0.63%	38
2023 Q4	$755K	Buy	+2,007	New	+$714K	0.54%	39

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

Long Island Wealth Management's MSFT Position: Q1 2026 in Review

Long Island Wealth Management increased its Microsoft (MSFT) stake by 2.8% in Q1 2026, buying an estimated $25.9K and bringing the position to 2,239 shares worth $829K. The position accounts for 0.38% of the portfolio, ranked #46.

Long Island Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Long Island Wealth Management held 2,239 shares of Microsoft worth $829K as of Q1 2026.
Long Island Wealth Management bought 62 Microsoft shares in Q1 2026, an estimated $25.9K.
Microsoft made up 0.38% of Long Island Wealth Management's portfolio in Q1 2026, its #46 holding.
Long Island Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Microsoft position peaked at $1.13M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.