Perissos Private Wealth Management’s Microsoft MSFT Stock Holding History

Perissos Private 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	$1.68M	Sell	4,548 -402	-8%	-$168K	1.46%	23
2025 Q4	$2.39M	Sell	4,950 -411	-8%	-$206K	2.07%	14
2025 Q3	$2.78M	Sell	5,361 -31	-0.6%	-$15.8K	2.02%	13
2025 Q2	$2.68M	Buy	5,392 +18	+0.3%	+$7.82K	2.12%	12
2025 Q1	$2.02M	Sell	5,374 -5,231	-49%	-$2.13M	1.84%	15
2024 Q4	$4.47M	Buy	10,605 +355	+3%	+$151K	3.34%	5
2024 Q3	$4.41M	Buy	10,250 +92	+0.9%	+$39.3K	3.54%	5
2024 Q2	$4.54M	Buy	10,158 +337	+3%	+$142K	4.07%	4
2024 Q1	$4.13M	Buy	+9,821	New	+$3.98M	3.75%	5

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

Perissos Private Wealth Management's MSFT Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its Microsoft (MSFT) stake by 8.1% in Q1 2026, selling an estimated $168K and leaving 4,548 shares worth $1.68M. The position accounts for 1.46% of the portfolio, ranked #23.

Perissos Private Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.54M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Perissos Private Wealth Management held 4,548 shares of Microsoft worth $1.68M as of Q1 2026.
Perissos Private Wealth Management sold 402 Microsoft shares in Q1 2026, an estimated $168K.
Microsoft made up 1.46% of Perissos Private Wealth Management's portfolio in Q1 2026, its #23 holding.
Perissos Private Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Microsoft position peaked at $4.54M in Q2 2024.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.