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Parkshore Wealth Management’s Microsoft MSFT Stock Holding History

Parkshore 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 		$636K Buy
1,717
+73
+4% +$30.5K 0.21% 41
2025
Q4 		$795K Buy
1,644
+7
+0.4% +$3.51K 0.3% 35
2025
Q3 		$848K Sell
1,637
-209
-11% -$107K 0.35% 31
2025
Q2 		$918K Sell
1,846
-35
-2% -$15.2K 0.45% 31
2025
Q1 		$706K Sell
1,881
-39
-2% -$15.9K 0.41% 34
2024
Q4 		$809K Buy
+1,920
New +$818K 0.49% 34

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

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

Parkshore Wealth Management increased its Microsoft (MSFT) stake by 4.4% in Q1 2026, buying an estimated $30.5K and bringing the position to 1,717 shares worth $636K. The position accounts for 0.21% of the portfolio, ranked #41.

Parkshore Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $918K in Q2 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Parkshore Wealth Management held 1,717 shares of Microsoft worth $636K as of Q1 2026.
  • Parkshore Wealth Management bought 73 Microsoft shares in Q1 2026, an estimated $30.5K.
  • Microsoft made up 0.21% of Parkshore Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Parkshore Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Parkshore Wealth Management's Microsoft position peaked at $918K in Q2 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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