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Papamarkou Wellner Asset Management’s Microsoft MSFT Stock Holding History

Papamarkou Wellner Asset 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 		$8.88M Buy
23,984
+640
+3% +$268K 5.42% 4
2025
Q4 		$11.3M Sell
23,344
-65
-0.3% -$32.6K 6.78% 3
2025
Q3 		$12.1M Sell
23,409
-253
-1% -$129K 7.5% 3
2025
Q2 		$11.8M Sell
23,662
-777
-3% -$337K 7.79% 3
2025
Q1 		$9.17M Sell
24,439
-529
-2% -$216K 6.39% 2
2024
Q4 		$10.5M Buy
+24,968
New +$10.6M 7.25% 2

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

Papamarkou Wellner Asset Management's MSFT Position: Q1 2026 in Review

Papamarkou Wellner Asset Management increased its Microsoft (MSFT) stake by 2.7% in Q1 2026, buying an estimated $268K and bringing the position to 23,984 shares worth $8.88M. The position accounts for 5.42% of the portfolio, ranked #4.

Papamarkou Wellner Asset Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.1M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Papamarkou Wellner Asset Management held 23,984 shares of Microsoft worth $8.88M as of Q1 2026.
  • Papamarkou Wellner Asset Management bought 640 Microsoft shares in Q1 2026, an estimated $268K.
  • Microsoft made up 5.42% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #4 holding.
  • Papamarkou Wellner Asset Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Papamarkou Wellner Asset Management's Microsoft position peaked at $12.1M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.