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Madison Wealth Partners’s Microsoft MSFT Stock Holding History

Madison 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 		$7.12M Buy
19,222
+819
+4% +$343K 1.13% 18
2025
Q4 		$8.9M Buy
18,403
+93
+0.5% +$46.6K 1.62% 13
2025
Q3 		$9.48M Sell
18,310
-5
-0% -$2.55K 1.88% 13
2025
Q2 		$9.11M Sell
18,315
-171
-0.9% -$74.3K 1.99% 12
2025
Q1 		$6.94M Buy
18,486
+102
+0.6% +$41.6K 1.71% 13
2024
Q4 		$7.75M Sell
18,384
-139
-0.8% -$59.2K 2.17% 10
2024
Q3 		$7.97M Buy
18,523
+1,989
+12% +$850K 2.36% 10
2024
Q2 		$7.39M Sell
16,534
-207
-1% -$87.4K 2.53% 8
2024
Q1 		$7.04M Buy
16,741
+1,508
+10% +$610K 2.55% 8
2023
Q4 		$5.73M Buy
15,233
+3,630
+31% +$1.29M 2.27% 10
2023
Q3 		$3.66M Buy
11,603
+1,110
+11% +$367K 1.85% 11
2023
Q2 		$3.57M Buy
10,493
+13
+0.1% +$4.07K 1.67% 12
2023
Q1 		$3.02M Sell
10,480
-43
-0.4% -$11K 1.52% 15
2022
Q4 		$2.52M Buy
10,523
+400
+4% +$96K 1.47% 14
2022
Q3 		$2.36M Buy
10,123
+202
+2% +$53.3K 1.54% 14
2022
Q2 		$2.55M Buy
9,921
+1,267
+15% +$344K 1.62% 14
2022
Q1 		$2.67M Buy
8,654
+236
+3% +$71K 1.49% 14
2021
Q4 		$2.83M Buy
8,418
+130
+2% +$42.1K 1.42% 14
2021
Q3 		$2.34M Buy
8,288
+160
+2% +$46.6K 1.32% 14
2021
Q2 		$2.2M Buy
8,128
+1,667
+26% +$424K 1.26% 15
2021
Q1 		$1.44M Hold
6,461
– – 1.01% 16
2020
Q4 		$1.44M Buy
+6,461
New +$1.39M 0.96% 17

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

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

Madison Wealth Partners increased its Microsoft (MSFT) stake by 4.5% in Q1 2026, buying an estimated $343K and bringing the position to 19,222 shares worth $7.12M. The position accounts for 1.13% of the portfolio, ranked #18.

Madison Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.48M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Madison Wealth Partners held 19,222 shares of Microsoft worth $7.12M as of Q1 2026.
  • Madison Wealth Partners bought 819 Microsoft shares in Q1 2026, an estimated $343K.
  • Microsoft made up 1.13% of Madison Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Madison Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's Microsoft position peaked at $9.48M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.