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Premier Path Wealth Partners’s Microsoft MSFT Stock Holding History

Premier Path Wealth 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 		$20.5M Buy
55,334
+1,106
+2% +$463K 2.67% 5
2025
Q4 		$26.2M Buy
54,228
+123
+0.2% +$61.6K 3.39% 4
2025
Q3 		$28M Buy
54,105
+1,080
+2% +$551K 3.61% 3
2025
Q2 		$26.4M Buy
53,025
+1,514
+3% +$657K 3.67% 3
2025
Q1 		$19.3M Sell
51,511
-879
-2% -$358K 3.01% 3
2024
Q4 		$22.1M Buy
52,390
+9
+0% +$3.83K 3.37% 3
2024
Q3 		$22.5M Sell
52,381
-354
-0.7% -$151K 3.55% 3
2024
Q2 		$23.6M Buy
52,735
+1,903
+4% +$804K 4.02% 2
2024
Q1 		$21.4M Sell
50,832
-58
-0.1% -$23.5K 4.02% 2
2023
Q4 		$19.1M Buy
+50,890
New +$18.1M 4.23% 2

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

Premier Path Wealth Partners's MSFT Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Microsoft (MSFT) stake by 2% in Q1 2026, buying an estimated $463K and bringing the position to 55,334 shares worth $20.5M. The position accounts for 2.67% of the portfolio, ranked #5.

Premier Path Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $28M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Premier Path Wealth Partners held 55,334 shares of Microsoft worth $20.5M as of Q1 2026.
  • Premier Path Wealth Partners bought 1,106 Microsoft shares in Q1 2026, an estimated $463K.
  • Microsoft made up 2.67% of Premier Path Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • Premier Path Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's Microsoft position peaked at $28M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.