Private Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.6M | Buy |
201,443
+626
| +0.3% | +$262K | 5.74% | 4 |
|
|
2025
Q4 | $97.1M | Sell |
200,817
-4,282
| -2% | -$2.15M | 6.88% | 3 |
|
|
2025
Q3 | $106M | Sell |
205,099
-1,769
| -0.9% | -$902K | 7.57% | 3 |
|
|
2025
Q2 | $103M | Sell |
206,868
-7,062
| -3% | -$3.07M | 8.02% | 2 |
|
|
2025
Q1 | $80.3M | Sell |
213,930
-10,962
| -5% | -$4.47M | 6.65% | 3 |
|
|
2024
Q4 | $94.8M | Sell |
224,892
-848
| -0.4% | -$361K | 7.26% | 3 |
|
|
2024
Q3 | $97.1M | Sell |
225,740
-38,496
| -15% | -$16.5M | 7.74% | 2 |
|
|
2024
Q2 | $118M | Sell |
264,236
-13,410
| -5% | -$5.66M | 8.76% | 2 |
|
|
2024
Q1 | $117M | Sell |
277,646
-10,544
| -4% | -$4.27M | 9.34% | 1 |
|
|
2023
Q4 | $108M | Sell |
288,190
-1,536
| -0.5% | -$547K | 9.16% | 2 |
|
|
2023
Q3 | $91.5M | Sell |
289,726
-2,983
| -1% | -$986K | 8.75% | 2 |
|
|
2023
Q2 | $99.7M | Sell |
292,709
-4,930
| -2% | -$1.55M | 9.16% | 2 |
|
|
2023
Q1 | $85.8M | Buy |
297,639
+7,587
| +3% | +$1.94M | 8.57% | 2 |
|
|
2022
Q4 | $69.6M | Buy |
290,052
+15,507
| +6% | +$3.72M | 7.96% | 2 |
|
|
2022
Q3 | $63.9M | Sell |
274,545
-7,366
| -3% | -$1.94M | 8.17% | 2 |
|
|
2022
Q2 | $72.4M | Sell |
281,911
-13,810
| -5% | -$3.75M | 8.42% | 2 |
|
|
2022
Q1 | $91.2M | Buy |
295,721
+1,564
| +0.5% | +$471K | 8.17% | 2 |
|
|
2021
Q4 | $98.9M | Sell |
294,157
-7,430
| -2% | -$2.41M | 8.36% | 2 |
|
|
2021
Q3 | $85M | Sell |
301,587
-1,535
| -0.5% | -$447K | 7.9% | 2 |
|
|
2021
Q2 | $82.1M | Buy |
303,122
+1,716
| +0.6% | +$436K | 7.6% | 2 |
|
|
2021
Q1 | $71.1M | Sell |
301,406
-553
| -0.2% | -$128K | 7.53% | 2 |
|
|
2020
Q4 | $67.2M | Buy |
301,959
+227
| +0.1% | +$48.8K | 7.29% | 2 |
|
|
2020
Q3 | $63.5M | Buy |
301,732
+894
| +0.3% | +$188K | 7.42% | 2 |
|
|
2020
Q2 | $61.2M | Sell |
300,838
-9,209
| -3% | -$1.67M | 8.39% | 2 |
|
|
2020
Q1 | $48.9M | Buy |
310,047
+14,966
| +5% | +$2.46M | 8.25% | 1 |
|
|
2019
Q4 | $46.5M | Sell |
295,081
-1,814
| -0.6% | -$266K | 6.34% | 2 |
|
|
2019
Q3 | $41.3M | Sell |
296,895
-2,721
| -0.9% | -$374K | 6.42% | 1 |
|
|
2019
Q2 | $40.1M | Buy |
299,616
+398
| +0.1% | +$50.5K | 6.18% | 2 |
|
|
2019
Q1 | $35.3M | Sell |
299,218
-3,208
| -1% | -$350K | 5.8% | 2 |
|
|
2018
Q4 | $30.7M | Buy |
302,426
+38,455
| +15% | +$4.12M | 5.94% | 2 |
|
|
2018
Q3 | $30.2M | Sell |
263,971
-9,013
| -3% | -$977K | 4.6% | 5 |
|
|
2018
Q2 | $26.9M | Sell |
272,984
-1,726
| -0.6% | -$167K | 4.53% | 5 |
|
|
2018
Q1 | $25.1M | Buy |
274,710
+3,322
| +1% | +$304K | 4.37% | 4 |
|
|
2017
Q4 | $23.2M | Buy |
271,388
+864
| +0.3% | +$70.9K | 4.29% | 3 |
|
|
2017
Q3 | $20.2M | Buy |
270,524
+1,511
| +0.6% | +$110K | 4.05% | 3 |
|
|
2017
Q2 | $18.5M | Buy |
269,013
+31,830
| +13% | +$2.19M | 4.03% | 4 |
|
|
2017
Q1 | $15.6M | Sell |
237,183
-9,120
| -4% | -$584K | 3.46% | 8 |
|
|
2016
Q4 | $15.3M | Buy |
246,303
+1,344
| +0.5% | +$80.8K | 3.63% | 8 |
|
|
2016
Q3 | $14.1M | Sell |
244,959
-3,100
| -1% | -$175K | 3.39% | 7 |
|
|
2016
Q2 | $12.7M | Sell |
248,059
-17,370
| -7% | -$903K | 3.05% | 8 |
|
|
2016
Q1 | $14.7M | Buy |
265,429
+38,456
| +17% | +$2.02M | 3.52% | 6 |
|
|
2015
Q4 | $12.6M | Buy |
226,973
+6,775
| +3% | +$357K | 2.94% | 8 |
|
|
2015
Q3 | $9.75M | Buy |
220,198
+25,660
| +13% | +$1.15M | 2.45% | 10 |
|
|
2015
Q2 | $8.59M | Sell |
194,538
-6,700
| -3% | -$306K | 1.94% | 13 |
|
|
2015
Q1 | $8.18M | Buy |
201,238
+4,776
| +2% | +$208K | 1.88% | 14 |
|
|
2014
Q4 | $9.13M | Sell |
196,462
-22,462
| -10% | -$1.05M | 2.15% | 13 |
|
|
2014
Q3 | $10.1M | Sell |
218,924
-27,520
| -11% | -$1.23M | 2.23% | 11 |
|
|
2014
Q2 | $10.3M | Sell |
246,444
-13,300
| -5% | -$538K | 2.26% | 11 |
|
|
2014
Q1 | $10.6M | Sell |
259,744
-34,584
| -12% | -$1.3M | 2.51% | 11 |
|
|
2013
Q4 | $11M | Sell |
294,328
-41,450
| -12% | -$1.51M | 2.45% | 11 |
|
|
2013
Q3 | $11.2M | Buy |
335,778
+9,350
| +3% | +$308K | 2.65% | 7 |
|
|
2013
Q2 | $11.3M | Buy |
+326,428
| New | +$10.7M | 2.81% | 7 |
|
Other funds holding MSFT
VCM
VPM
Private Wealth Partners's MSFT Position: Q1 2026 in Review
Private Wealth Partners increased its Microsoft (MSFT) stake by 0.31% in Q1 2026, buying an estimated $262K and bringing the position to 201,443 shares worth $74.6M. The position accounts for 5.74% of the portfolio, ranked #4.
Private Wealth Partners first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $118M in Q2 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Private Wealth Partners held 201,443 shares of Microsoft worth $74.6M as of Q1 2026.
- Private Wealth Partners bought 626 Microsoft shares in Q1 2026, an estimated $262K.
- Microsoft made up 5.74% of Private Wealth Partners's portfolio in Q1 2026, its #4 holding.
- Private Wealth Partners first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Private Wealth Partners's Microsoft position peaked at $118M in Q2 2024.
- 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.