Noble Family Wealth’s Microsoft MSFT Stock Holding History

Noble Family 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	$1.26M	Sell	3,406 -575	-14%	-$241K	0.26%	36
2025 Q4	$1.93M	Buy	3,981 +325	+9%	+$163K	0.41%	34
2025 Q3	$1.89M	Buy	3,656 +1,100	+43%	+$561K	0.42%	33
2025 Q2	$1.27M	Hold	2,556	–	–	0.31%	35
2025 Q1	$959K	Hold	2,556	–	–	0.26%	36
2024 Q4	$1.09M	Hold	2,556	–	–	0.3%	35
2024 Q3	$1.1M	Hold	2,556	–	–	0.3%	37
2024 Q2	$1.14M	Buy	2,556 +225	+10%	+$95K	0.33%	36
2024 Q1	$981K	Hold	2,331	–	–	0.28%	38
2023 Q4	$877K	Hold	2,331	–	–	0.27%	40
2023 Q3	$736K	Buy	2,331 +31	+1%	+$10.2K	0.25%	42
2023 Q2	$783K	Hold	2,300	–	–	0.25%	42
2023 Q1	$663K	Buy	+2,300	New	+$587K	0.23%	46

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

Noble Family Wealth's MSFT Position: Q1 2026 in Review

Noble Family Wealth reduced its Microsoft (MSFT) stake by 14% in Q1 2026, selling an estimated $241K and leaving 3,406 shares worth $1.26M. The position accounts for 0.26% of the portfolio, ranked #36.

Noble Family Wealth first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.93M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Noble Family Wealth held 3,406 shares of Microsoft worth $1.26M as of Q1 2026.
Noble Family Wealth sold 575 Microsoft shares in Q1 2026, an estimated $241K.
Microsoft made up 0.26% of Noble Family Wealth's portfolio in Q1 2026, its #36 holding.
Noble Family Wealth first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's Microsoft position peaked at $1.93M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.