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PACK Private Wealth’s Microsoft MSFT Stock Holding History

PACK Private 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 		$527K Hold
1,425
– – 0.24% 27
2025
Q4 		$689K Hold
1,425
– – 0.31% 22
2025
Q3 		$738K Buy
1,425
+932
+189% +$475K 0.35% 22
2025
Q2 		$245K Buy
+493
New +$214K 0.13% 40
2025
Q1 		– Sell
-493
Closed -$208K – 42
2024
Q4 		$208K Hold
493
– – 0.12% 39
2024
Q3 		$212K Hold
493
– – 0.12% 39
2024
Q2 		$220K Buy
+493
New +$208K 0.14% 39

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

PACK Private Wealth's MSFT Position: Q1 2026 in Review

PACK Private Wealth held its Microsoft (MSFT) position steady in Q1 2026 at 1,425 shares worth $527K. The position accounts for 0.24% of the portfolio, ranked #27.

PACK Private Wealth first reported a position in MSFT in Q2 2024 and has held it in 7 quarters since. The position peaked at $738K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • PACK Private Wealth held 1,425 shares of Microsoft worth $527K as of Q1 2026.
  • PACK Private Wealth left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.24% of PACK Private Wealth's portfolio in Q1 2026, its #27 holding.
  • PACK Private Wealth first reported a position in Microsoft in Q2 2024 and has held it in 7 quarters since.
  • PACK Private Wealth's Microsoft position peaked at $738K in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.