Private Wealth Partners’s Microsoft MSFT Stock Holding History

Private 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
2025 Q3	–	Sell	-8,000	Closed	-$2.08K	–	180
2025 Q2	$2.08K	Buy	+8,000	New	+$3.47M	﹤0.01%	169
2021 Q3	–	Sell	-35,400	Closed	-$2K	–	82
2021 Q2	$2K	Buy	+35,400	New	+$9M	﹤0.01%	79
2020 Q4	–	Sell	-13,200	Closed	-$2K	–	125
2020 Q3	$2K	Buy	13,200 +5,200	+65%	+$1.09M	﹤0.01%	112
2020 Q2	$1K	Buy	+8,000	New	+$1.45M	﹤0.01%	108
2019 Q4	–	Sell	-6,200	Closed	-$5K	–	130
2019 Q3	$5K	Buy	+6,200	New	+$853K	﹤0.01%	119

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.