Pacific Wealth Management’s Microsoft MSFT Stock Holding History

Pacific 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	$352K	Buy	952 +2	+0.2%	+$837	0.19%	12
2025 Q4	$460K	Buy	950 +1	+0.1%	+$501	0.21%	11
2025 Q3	$492K	Buy	949 +1	+0.1%	+$510	0.25%	11
2025 Q2	$472K	Buy	948 +294	+45%	+$128K	0.23%	12
2025 Q1	$246K	Buy	654 +1	+0.2%	+$408	0.14%	16
2024 Q4	$275K	Sell	653 -130	-17%	-$55.4K	0.15%	18
2024 Q3	$337K	Buy	783 +1	+0.1%	+$427	0.16%	16
2024 Q2	$350K	Buy	782 +2	+0.3%	+$845	0.18%	16
2024 Q1	$293K	Hold	780	–	–	0.17%	22
2023 Q4	$293K	Buy	780 +1	+0.1%	+$356	0.17%	22
2023 Q3	$246K	Buy	779 +2	+0.3%	+$661	0.16%	22
2023 Q2	$265K	Buy	777 +1	+0.1%	+$313	0.17%	23
2023 Q1	$224K	Buy	+776	New	+$198K	0.14%	24
2022 Q4	–	Sell	-1,189	Closed	-$277K	–	29
2022 Q3	$277K	Buy	+1,189	New	+$314K	0.25%	15

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

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

Pacific Wealth Management increased its Microsoft (MSFT) stake by 0.21% in Q1 2026, buying an estimated $837 and bringing the position to 952 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #12.

Pacific Wealth Management first reported a position in MSFT in Q3 2022 and has held it in 14 quarters since. The position peaked at $492K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Pacific Wealth Management held 952 shares of Microsoft worth $352K as of Q1 2026.
Pacific Wealth Management bought 2 Microsoft shares in Q1 2026, an estimated $837.
Microsoft made up 0.19% of Pacific Wealth Management's portfolio in Q1 2026, its #12 holding.
Pacific Wealth Management first reported a position in Microsoft in Q3 2022 and has held it in 14 quarters since.
Pacific Wealth Management's Microsoft position peaked at $492K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Pacific Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.