Northwest Capital Management’s Microsoft MSFT Stock Holding History

Northwest Capital 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
2023 Q3	–	Sell	-1,500	Closed	-$525	–	565
2023 Q2	$525	Buy	+1,500	New	+$470K	﹤0.01%	527

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northwest Capital Management's MSFT Position: Q4 2025 in Review

Northwest Capital Management reduced its Microsoft (MSFT) stake by 77% in Q4 2025, selling an estimated $5.08M and leaving 3,062 shares worth $1.48M. The position accounts for 6.42% of the portfolio, ranked #2.

Northwest Capital Management first reported a position in MSFT in Q4 2017 and has held it in 33 quarters since. The position peaked at $17.3M in Q1 2024. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Northwest Capital Management held 3,062 shares of Microsoft worth $1.48M as of Q4 2025.
Northwest Capital Management sold 10,130 Microsoft shares in Q4 2025, an estimated $5.08M.
Microsoft made up 6.42% of Northwest Capital Management's portfolio in Q4 2025, its #2 holding.
Northwest Capital Management first reported a position in Microsoft in Q4 2017 and has held it in 33 quarters since.
Northwest Capital Management's Microsoft position peaked at $17.3M in Q1 2024.
6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.