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Pines Wealth Management’s Microsoft MSFT Stock Holding History

Pines 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 		$8.27M Buy
22,332
+489
+2% +$205K 2.68% 6
2025
Q4 		$10.6M Sell
21,843
-38
-0.2% -$19K 3.41% 3
2025
Q3 		$11.3M Sell
21,881
-522
-2% -$266K 3.82% 3
2025
Q2 		$11.2M Buy
22,403
+1,608
+8% +$698K 3.95% 2
2025
Q1 		$7.37M Buy
20,795
+1,327
+7% +$541K 3.41% 2
2024
Q4 		$8.16M Buy
+19,468
New +$8.29M 3.55% 3

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

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

Pines Wealth Management increased its Microsoft (MSFT) stake by 2.2% in Q1 2026, buying an estimated $205K and bringing the position to 22,332 shares worth $8.27M. The position accounts for 2.68% of the portfolio, ranked #6.

Pines Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.3M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Pines Wealth Management held 22,332 shares of Microsoft worth $8.27M as of Q1 2026.
  • Pines Wealth Management bought 489 Microsoft shares in Q1 2026, an estimated $205K.
  • Microsoft made up 2.68% of Pines Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Pines Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Microsoft position peaked at $11.3M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.