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Peachtree Investment Partners’s Microsoft MSFT Stock Holding History

Peachtree Investment Partners’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 		$23.6M Sell
63,849
-5,349
-8% -$2.24M 9.01% 2
2025
Q4 		$33.5M Sell
69,198
-2,694
-4% -$1.35M 11.11% 2
2025
Q3 		$37.2M Sell
71,892
-1,430
-2% -$729K 12.91% 1
2025
Q2 		$36.5M Sell
73,322
-5,099
-7% -$2.21M 13.92% 1
2025
Q1 		$29.4M Sell
78,421
-4,094
-5% -$1.67M 11.63% 2
2024
Q4 		$34.8M Sell
82,515
-3,580
-4% -$1.52M 13.03% 2
2024
Q3 		$37M Sell
86,095
-1,654
-2% -$707K 13.93% 2
2024
Q2 		$39.2M Sell
87,749
-1,329
-1% -$561K 15.38% 1
2024
Q1 		$37.5M Buy
89,078
+545
+0.6% +$221K 15.15% 1
2023
Q4 		$33.3M Buy
88,533
+3,413
+4% +$1.21M 13.66% 2
2023
Q3 		$26.9M Sell
85,120
-7,393
-8% -$2.44M 13.72% 2
2023
Q2 		$31.5M Buy
92,513
+20,859
+29% +$6.54M 14.38% 2
2023
Q1 		$20.7M Buy
71,654
+1,828
+3% +$466K 12.91% 2
2022
Q4 		$16.7M Sell
69,826
-5,682
-8% -$1.36M 10.22% 2
2022
Q3 		$17.6M Sell
75,508
-1,809
-2% -$478K 11.82% 2
2022
Q2 		$19.9M Sell
77,317
-11,887
-13% -$3.23M 12.39% 2
2022
Q1 		$27.5M Buy
89,204
+1,392
+2% +$419K 12.63% 2
2021
Q4 		$29.5M Buy
87,812
+1,295
+1% +$420K 12.39% 2
2021
Q3 		$24.4M Sell
86,517
-677
-0.8% -$197K 11.93% 2
2021
Q2 		$23.6M Buy
87,194
+5,477
+7% +$1.39M 11.53% 2
2021
Q1 		$19.3M Sell
81,717
-2,724
-3% -$632K 11.07% 2
2020
Q4 		$18.8M Buy
84,441
+866
+1% +$186K 10.93% 2
2020
Q3 		$17.6M Sell
83,575
-3,929
-4% -$825K 12.1% 2
2020
Q2 		$17.8M Buy
87,504
+7,320
+9% +$1.33M 14.62% 1
2020
Q1 		$12.6M Sell
80,184
-12,121
-13% -$1.99M 12.65% 1
2019
Q4 		$14.6M Buy
92,305
+17,889
+24% +$2.63M 10.05% 2
2019
Q3 		$10.3M Buy
74,416
+6,051
+9% +$832K 8.24% 3
2019
Q2 		$9.16M Buy
68,365
+5,927
+9% +$752K 7.2% 3
2019
Q1 		$7.36M Buy
62,438
+3,397
+6% +$371K 6.21% 3
2018
Q4 		$6M Buy
+59,041
New +$6.32M 6.81% 4

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

Peachtree Investment Partners's MSFT Position: Q1 2026 in Review

Peachtree Investment Partners reduced its Microsoft (MSFT) stake by 7.7% in Q1 2026, selling an estimated $2.24M and leaving 63,849 shares worth $23.6M. The position accounts for 9.01% of the portfolio, ranked #2.

Peachtree Investment Partners first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $39.2M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Peachtree Investment Partners held 63,849 shares of Microsoft worth $23.6M as of Q1 2026.
  • Peachtree Investment Partners sold 5,349 Microsoft shares in Q1 2026, an estimated $2.24M.
  • Microsoft made up 9.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #2 holding.
  • Peachtree Investment Partners first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Peachtree Investment Partners's Microsoft position peaked at $39.2M in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.