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Massachusetts Wealth Management’s Microsoft MSFT Stock Holding History

Massachusetts 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 		$3.61M Buy
9,739
+115
+1% +$48.1K 1.56% 20
2025
Q4 		$4.65M Buy
9,624
+19
+0.2% +$9.52K 2.17% 9
2025
Q3 		$4.97M Sell
9,605
-115
-1% -$58.7K 2.47% 7
2025
Q2 		$4.83M Hold
9,720
– – 2.73% 4
2025
Q1 		$3.65M Sell
9,720
-89
-0.9% -$36.3K 2.5% 7
2024
Q4 		$4.13M Sell
9,809
-77
-0.8% -$32.8K 2.55% 5
2024
Q3 		$4.25M Buy
9,886
+246
+3% +$105K 2.68% 5
2024
Q2 		$4.31M Buy
9,640
+25
+0.3% +$10.6K 2.89% 5
2024
Q1 		$4.05M Buy
9,615
+120
+1% +$48.6K 2.85% 4
2023
Q4 		$3.57M Buy
9,495
+242
+3% +$86.1K 2.88% 6
2023
Q3 		$2.92M Buy
9,253
+50
+0.5% +$16.5K 2.68% 9
2023
Q2 		$3.13M Buy
9,203
+125
+1% +$39.2K 3% 6
2023
Q1 		$2.62M Sell
9,078
-175
-2% -$44.6K 2.7% 8
2022
Q4 		$2.29M Buy
+9,253
New +$2.22M 2.22% 11

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

Massachusetts Wealth Management's MSFT Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Microsoft (MSFT) stake by 1.2% in Q1 2026, buying an estimated $48.1K and bringing the position to 9,739 shares worth $3.61M. The position accounts for 1.56% of the portfolio, ranked #20.

Massachusetts Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.97M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Massachusetts Wealth Management held 9,739 shares of Microsoft worth $3.61M as of Q1 2026.
  • Massachusetts Wealth Management bought 115 Microsoft shares in Q1 2026, an estimated $48.1K.
  • Microsoft made up 1.56% of Massachusetts Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Massachusetts Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Massachusetts Wealth Management's Microsoft position peaked at $4.97M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.