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Palumbo Wealth Management’s Microsoft MSFT Stock Holding History

Palumbo 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 		$8.67M Buy
23,418
+1,088
+5% +$455K 2.12% 10
2025
Q4 		$10.8M Buy
22,330
+88
+0.4% +$44.1K 2.66% 8
2025
Q3 		$10.3M Buy
22,242
+2,161
+11% +$1.1M 3.28% 6
2025
Q2 		$9.99M Buy
20,081
+59
+0.3% +$25.6K 3.09% 7
2025
Q1 		$7.52M Buy
20,022
+2,851
+17% +$1.16M 2.51% 7
2024
Q4 		$7.24M Buy
17,171
+901
+6% +$384K 2.7% 6
2024
Q3 		$7M Buy
16,270
+1,204
+8% +$515K 2.72% 7
2024
Q2 		$6.73M Buy
15,066
+505
+3% +$213K 2.85% 7
2024
Q1 		$6.13M Buy
14,561
+105
+0.7% +$42.5K 2.74% 9
2023
Q4 		$5.44M Sell
14,456
-518
-3% -$184K 2.78% 10
2023
Q3 		$4.73M Buy
14,974
+2,006
+15% +$663K 2.6% 10
2023
Q2 		$4.42M Sell
12,968
-6
-0% -$1.88K 2.7% 10
2023
Q1 		$3.74M Buy
12,974
+434
+3% +$111K 2.49% 10
2022
Q4 		$3.01M Buy
12,540
+23
+0.2% +$5.52K 2.39% 10
2022
Q3 		$2.92M Buy
12,517
+5
+0% +$1.32K 2.47% 12
2022
Q2 		$3.21M Buy
12,512
+16
+0.1% +$4.34K 2.55% 11
2022
Q1 		$3.85M Buy
12,496
+120
+1% +$36.1K 2.48% 14
2021
Q4 		$4.16M Buy
12,376
+197
+2% +$63.9K 2.61% 10
2021
Q3 		$3.43M Sell
12,179
-400
-3% -$116K 2.26% 10
2021
Q2 		$3.41M Sell
12,579
-16
-0.1% -$4.07K 2.29% 8
2021
Q1 		$2.97M Buy
12,595
+298
+2% +$69.1K 2.24% 9
2020
Q4 		$2.73M Buy
+12,297
New +$2.64M 2.21% 9

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

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

Palumbo Wealth Management increased its Microsoft (MSFT) stake by 4.9% in Q1 2026, buying an estimated $455K and bringing the position to 23,418 shares worth $8.67M. The position accounts for 2.12% of the portfolio, ranked #10.

Palumbo Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.8M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Palumbo Wealth Management held 23,418 shares of Microsoft worth $8.67M as of Q1 2026.
  • Palumbo Wealth Management bought 1,088 Microsoft shares in Q1 2026, an estimated $455K.
  • Microsoft made up 2.12% of Palumbo Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Palumbo Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's Microsoft position peaked at $10.8M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.