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Principle Wealth Partners’s Microsoft MSFT Stock Holding History

Principle 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 		$42.4M Buy
114,654
+1,694
+1% +$709K 2.43% 8
2025
Q4 		$54.6M Buy
112,960
+1,567
+1% +$785K 3.07% 6
2025
Q3 		$57.7M Sell
111,393
-624
-0.6% -$318K 3.35% 6
2025
Q2 		$55.7M Buy
112,017
+3,155
+3% +$1.37M 3.48% 6
2025
Q1 		$40.9M Buy
108,862
+137
+0.1% +$55.9K 2.92% 6
2024
Q4 		$45.8M Sell
108,725
-357
-0.3% -$152K 3.22% 7
2024
Q3 		$46.9M Buy
109,082
+221
+0.2% +$94.5K 3.32% 4
2024
Q2 		$48.7M Buy
108,861
+358
+0.3% +$151K 3.7% 3
2024
Q1 		$45.6M Buy
108,503
+602
+0.6% +$244K 3.57% 4
2023
Q4 		$40.6M Buy
107,901
+216
+0.2% +$76.9K 3.49% 4
2023
Q3 		$34M Sell
107,685
-616
-0.6% -$204K 3.42% 4
2023
Q2 		$36.9M Sell
108,301
-301
-0.3% -$94.3K 3.71% 4
2023
Q1 		$31.3M Buy
108,602
+3,601
+3% +$919K 3.35% 4
2022
Q4 		$25.2M Buy
105,001
+669
+0.6% +$161K 2.85% 6
2022
Q3 		$24.3K Buy
104,332
+330
+0.3% +$87.1K 2.29% 7
2022
Q2 		$26.7M Buy
104,002
+801
+0.8% +$217K 3.21% 6
2022
Q1 		$31.8M Buy
103,201
+186
+0.2% +$56K 3.35% 6
2021
Q4 		$34.6M Sell
103,015
-784
-0.8% -$254K 3.64% 5
2021
Q3 		$28.3M Sell
103,799
-2,206
-2% -$642K 3.26% 6
2021
Q2 		$28.7M Sell
106,005
-5,924
-5% -$1.51M 3.26% 6
2021
Q1 		$26.4M Buy
111,929
+46,236
+70% +$10.7M 3.09% 6
2020
Q4 		$16.4M Buy
65,693
+33,419
+104% +$7.19M 2.16% 7
2020
Q3 		$6.79M Sell
32,274
-559
-2% -$117K 1.89% 11
2020
Q2 		$6.68M Buy
32,833
+1,432
+5% +$260K 1.96% 11
2020
Q1 		$4.95M Sell
31,401
-1,316
-4% -$216K 1.86% 14
2019
Q4 		$5.16M Sell
32,717
-615
-2% -$90.3K 1.65% 15
2019
Q3 		$4.63M Buy
33,332
+11,529
+53% +$1.59M 1.6% 14
2019
Q2 		$2.92M Buy
21,803
+1,145
+6% +$145K 1.5% 15
2019
Q1 		$2.44M Buy
20,658
+9,818
+91% +$1.07M 1.39% 19
2018
Q4 		$1.1M Buy
+10,840
New +$1.16M 0.92% 33

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

Principle Wealth Partners's MSFT Position: Q1 2026 in Review

Principle Wealth Partners increased its Microsoft (MSFT) stake by 1.5% in Q1 2026, buying an estimated $709K and bringing the position to 114,654 shares worth $42.4M. The position accounts for 2.43% of the portfolio, ranked #8.

Principle Wealth Partners first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $57.7M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Principle Wealth Partners held 114,654 shares of Microsoft worth $42.4M as of Q1 2026.
  • Principle Wealth Partners bought 1,694 Microsoft shares in Q1 2026, an estimated $709K.
  • Microsoft made up 2.43% of Principle Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Principle Wealth Partners first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Microsoft position peaked at $57.7M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.