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Pitti Group Wealth Management’s Microsoft MSFT Stock Holding History

Pitti Group 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 		$1.26M Buy
3,415
+77
+2% +$32.2K 1.03% 27
2025
Q4 		$1.61M Buy
3,338
+53
+2% +$26.6K 1.33% 20
2025
Q3 		$1.7M Sell
3,285
-441
-12% -$225K 1.45% 17
2025
Q2 		$1.85M Sell
3,726
-151
-4% -$65.6K 1.6% 16
2025
Q1 		$1.46M Sell
3,877
-33
-0.8% -$13.5K 1.49% 18
2024
Q4 		$1.65M Buy
3,910
+435
+13% +$185K 1.67% 18
2024
Q3 		$1.31M Hold
3,475
– – 1.42% 20
2024
Q2 		$1.31M Sell
3,475
-143
-4% -$60.4K 1.42% 20
2024
Q1 		$1.55M Buy
3,618
+143
+4% +$57.9K 1.73% 17
2023
Q4 		$1.31M Sell
3,475
-592
-15% -$211K 1.42% 20
2023
Q3 		$1.28M Buy
4,067
+89
+2% +$29.4K 1.47% 19
2023
Q2 		$1.35M Sell
3,978
-608
-13% -$191K 1.52% 22
2023
Q1 		$1.32M Sell
4,586
-90
-2% -$23K 1.48% 22
2022
Q4 		$1.12M Buy
4,676
+483
+12% +$116K 1.34% 22
2022
Q3 		$977K Sell
4,193
-17
-0.4% -$4.49K 1.35% 20
2022
Q2 		$1.08M Sell
4,210
-242
-5% -$65.7K 1.48% 18
2022
Q1 		$1.37M Buy
4,452
+239
+6% +$71.9K 1.6% 18
2021
Q4 		$1.42M Buy
+4,213
New +$1.37M 1.58% 19

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

Pitti Group Wealth Management's MSFT Position: Q1 2026 in Review

Pitti Group Wealth Management increased its Microsoft (MSFT) stake by 2.3% in Q1 2026, buying an estimated $32.2K and bringing the position to 3,415 shares worth $1.26M. The position accounts for 1.03% of the portfolio, ranked #27.

Pitti Group Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.85M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Pitti Group Wealth Management held 3,415 shares of Microsoft worth $1.26M as of Q1 2026.
  • Pitti Group Wealth Management bought 77 Microsoft shares in Q1 2026, an estimated $32.2K.
  • Microsoft made up 1.03% of Pitti Group Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Pitti Group Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Pitti Group Wealth Management's Microsoft position peaked at $1.85M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.