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MA Private Wealth’s Microsoft MSFT Stock Holding History

MA Private Wealth’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 		$630K Buy
1,702
+132
+8% +$55.2K 0.11% 62
2025
Q4 		$759K Sell
1,570
-580
-27% -$291K 0.13% 58
2025
Q3 		$1.11M Buy
2,150
+51
+2% +$26K 0.19% 45
2025
Q2 		$1.04M Sell
2,099
-97
-4% -$42.1K 0.19% 47
2025
Q1 		$824K Buy
2,196
+50
+2% +$20.4K 0.16% 50
2024
Q4 		$905K Sell
2,146
-1,904
-47% -$811K 0.17% 45
2024
Q3 		$1.74M Sell
4,050
-38
-0.9% -$16.2K 0.33% 33
2024
Q2 		$1.83M Hold
4,088
– – 0.36% 31
2024
Q1 		$1.72M Hold
4,088
– – 0.35% 33
2023
Q4 		$1.54M Hold
4,088
– – 0.33% 34
2023
Q3 		$1.29M Sell
4,088
-1
-0% -$330 0.31% 36
2023
Q2 		$1.39M Buy
4,089
+245
+6% +$76.8K 0.32% 36
2023
Q1 		$1.11M Sell
3,844
-4,390
-53% -$1.12M 0.27% 39
2022
Q4 		$1.97M Sell
8,234
-1,051
-11% -$252K 0.48% 36
2022
Q3 		$2.3M Sell
9,285
-18
-0.2% -$4.75K 0.57% 33
2022
Q2 		$2.35M Sell
9,303
-738
-7% -$200K 0.57% 33
2022
Q1 		$3.1M Sell
10,041
-32
-0.3% -$9.63K 0.56% 30
2021
Q4 		$3.39M Sell
10,073
-326
-3% -$106K 0.61% 29
2021
Q3 		$2.93M Buy
10,399
+15
+0.1% +$4.36K 0.58% 32
2021
Q2 		$2.81M Sell
10,384
-2,303
-18% -$585K 0.56% 33
2021
Q1 		$2.99M Buy
12,687
+4,936
+64% +$1.15M 0.62% 32
2020
Q4 		$1.72M Sell
7,751
-4,250
-35% -$914K 0.39% 37
2020
Q3 		$2.52M Buy
12,001
+18
+0.2% +$3.78K 0.6% 30
2020
Q2 		$2.44M Buy
11,983
+4,054
+51% +$736K 0.61% 30
2020
Q1 		$1.25M Buy
+7,929
New +$1.3M 0.37% 32
2019
Q4 		– Sell
-6,126
Closed -$852K – 88
2019
Q3 		$852K Sell
6,126
-239
-4% -$32.9K 0.24% 43
2019
Q2 		$853K Buy
6,365
+13
+0.2% +$1.65K 0.25% 44
2019
Q1 		$749K Buy
6,352
+16
+0.3% +$1.75K 0.24% 49
2018
Q4 		$644K Buy
+6,336
New +$679K 0.24% 54

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

MA Private Wealth's MSFT Position: Q1 2026 in Review

MA Private Wealth increased its Microsoft (MSFT) stake by 8.4% in Q1 2026, buying an estimated $55.2K and bringing the position to 1,702 shares worth $630K. The position accounts for 0.11% of the portfolio, ranked #62.

MA Private Wealth first reported a position in MSFT in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.39M in Q4 2021. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MA Private Wealth held 1,702 shares of Microsoft worth $630K as of Q1 2026.
  • MA Private Wealth bought 132 Microsoft shares in Q1 2026, an estimated $55.2K.
  • Microsoft made up 0.11% of MA Private Wealth's portfolio in Q1 2026, its #62 holding.
  • MA Private Wealth first reported a position in Microsoft in Q4 2018 and has held it in 29 quarters since.
  • MA Private Wealth's Microsoft position peaked at $3.39M in Q4 2021.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.