Patrick M. Sweeney & Associates’s Microsoft MSFT Stock Holding History

Patrick M. Sweeney & Associates’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	$3.81M	Buy	10,296 +15	+0.1%	+$6.28K	2.44%	8
2025 Q4	$4.97M	Sell	10,281 -163	-2%	-$81.7K	3.11%	7
2025 Q3	$5.41M	Sell	10,444 -7	-0.1%	-$3.57K	3.5%	6
2025 Q2	$5.21M	Buy	10,451 +77	+0.7%	+$33.4K	3.59%	5
2025 Q1	$3.89M	Sell	10,374 -74	-0.7%	-$30.2K	2.91%	7
2024 Q4	$4.4M	Sell	10,448 -30	-0.3%	-$12.8K	3.3%	7
2024 Q3	$4.51M	Buy	10,478 +212	+2%	+$90.6K	3.31%	7
2024 Q2	$4.59M	Buy	10,266 +331	+3%	+$140K	3.71%	6
2024 Q1	$4.18M	Buy	9,935 +4	+0%	+$1.62K	3.44%	8
2023 Q4	$3.73M	Buy	+9,931	New	+$3.53M	3.42%	8

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

Patrick M. Sweeney & Associates's MSFT Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Microsoft (MSFT) stake by 0.15% in Q1 2026, buying an estimated $6.28K and bringing the position to 10,296 shares worth $3.81M. The position accounts for 2.44% of the portfolio, ranked #8.

Patrick M. Sweeney & Associates first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.41M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Patrick M. Sweeney & Associates held 10,296 shares of Microsoft worth $3.81M as of Q1 2026.
Patrick M. Sweeney & Associates bought 15 Microsoft shares in Q1 2026, an estimated $6.28K.
Microsoft made up 2.44% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #8 holding.
Patrick M. Sweeney & Associates first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Microsoft position peaked at $5.41M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.