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Peninsula Wealth’s Microsoft MSFT Stock Holding History

Peninsula Wealth’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
2024
Q4 		$4.62M Buy
10,954
+315
+3% +$134K 0.79% 21
2024
Q3 		$4.43M Buy
10,639
+302
+3% +$129K 0.77% 21
2024
Q2 		$4.69M Sell
10,337
-29
-0.3% -$12.2K 0.88% 21
2024
Q1 		$4.36M Buy
10,366
+50
+0.5% +$20.2K 0.87% 20
2023
Q4 		$3.88M Buy
10,316
+233
+2% +$82.9K 0.8% 16
2023
Q3 		$3.32M Buy
10,083
+852
+9% +$282K 0.78% 17
2023
Q2 		$3.14M Buy
9,231
+184
+2% +$57.7K 0.82% 20
2023
Q1 		$2.61M Sell
9,047
-913
-9% -$233K 0.75% 21
2022
Q4 		$2.39M Sell
9,960
-290
-3% -$69.6K 0.75% 21
2022
Q3 		$2.39M Buy
10,250
+251
+3% +$66.3K 0.84% 17
2022
Q2 		$2.57M Buy
9,999
+293
+3% +$79.5K 0.87% 18
2022
Q1 		$2.99M Buy
9,706
+352
+4% +$106K 0.85% 18
2021
Q4 		$3.15M Buy
+9,354
New +$3.03M 0.85% 18
2020
Q4 		– Sell
-7,168
Closed -$1.51M – 40
2020
Q3 		$1.51M Buy
7,168
+11
+0.2% +$2.31K 0.65% 19
2020
Q2 		$1.46M Sell
7,157
-141
-2% -$25.6K 0.68% 18
2020
Q1 		$1.15M Buy
7,298
+3,699
+103% +$608K 0.64% 18
2019
Q4 		$568K Sell
3,599
-108
-3% -$15.9K 0.26% 16
2019
Q3 		$515K Buy
3,707
+213
+6% +$29.3K 0.26% 18
2019
Q2 		$468K Buy
3,494
+92
+3% +$11.7K 0.24% 18
2019
Q1 		$401K Sell
3,402
-9
-0.3% -$982 0.22% 20
2018
Q4 		$346K Buy
3,411
+15
+0.4% +$1.61K 0.22% 20
2018
Q3 		$388K Buy
3,396
+4
+0.1% +$434 0.21% 18
2018
Q2 		$335K Buy
3,392
+236
+7% +$22.9K 0.2% 21
2018
Q1 		$289K Buy
+3,156
New +$289K 0.17% 23

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peninsula Wealth's MSFT Position: Q4 2024 in Review

Peninsula Wealth increased its Microsoft (MSFT) stake by 3% in Q4 2024, buying an estimated $134K and bringing the position to 10,954 shares worth $4.62M. The position accounts for 0.79% of the portfolio, ranked #21.

Peninsula Wealth first reported a position in MSFT in Q1 2018 and has held it in 24 quarters since. The position peaked at $4.69M in Q2 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Peninsula Wealth held 10,954 shares of Microsoft worth $4.62M as of Q4 2024.
  • Peninsula Wealth bought 315 Microsoft shares in Q4 2024, an estimated $134K.
  • Microsoft made up 0.79% of Peninsula Wealth's portfolio in Q4 2024, its #21 holding.
  • Peninsula Wealth first reported a position in Microsoft in Q1 2018 and has held it in 24 quarters since.
  • Peninsula Wealth's Microsoft position peaked at $4.69M in Q2 2024.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.