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Salomon & Ludwin’s Microsoft MSFT Stock Holding History

Salomon & Ludwin’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 		$23M Sell
61,565
-597
-1% -$250K 2.05% 14
2025
Q4 		$29.4M Buy
62,162
+500
+0.8% +$251K 2.6% 8
2025
Q3 		$31.9M Buy
61,662
+2,959
+5% +$1.51M 2.87% 8
2025
Q2 		$28.8M Sell
58,703
-2,468
-4% -$1.07M 2.85% 8
2025
Q1 		$23M Buy
61,171
+5,400
+10% +$2.2M 2.45% 12
2024
Q4 		$23.5M Sell
55,771
-419
-0.7% -$178K 2.49% 13
2024
Q3 		$24.2M Sell
56,190
-3,410
-6% -$1.46M 2.46% 12
2024
Q2 		$26.6M Sell
59,600
-11,528
-16% -$4.87M 2.97% 8
2024
Q1 		$29.9M Buy
71,128
+700
+1% +$283K 2.57% 10
2023
Q4 		$22.2M Hold
70,428
– – 2.32% 12
2023
Q3 		$22.2M Sell
70,428
-86
-0.1% -$28.4K 2.32% 12
2023
Q2 		$24M Buy
70,514
+311
+0.4% +$97.5K 2.56% 10
2023
Q1 		$20.2M Sell
70,203
-660
-0.9% -$168K 2.41% 12
2022
Q4 		$17M Buy
70,863
+49,953
+239% +$12M 2.15% 14
2022
Q3 		$4.87M Buy
20,910
+7,008
+50% +$1.85M 0.73% 34
2022
Q2 		$3.57M Buy
13,902
+8,511
+158% +$2.31M 0.55% 37
2022
Q1 		$1.66M Buy
5,391
+731
+16% +$220K 0.24% 43
2021
Q4 		$1.57M Buy
4,660
+504
+12% +$163K 0.22% 43
2021
Q3 		$1.17M Buy
4,156
+1,394
+50% +$406K 0.18% 43
2021
Q2 		$748K Buy
2,762
+317
+13% +$80.6K 0.12% 45
2021
Q1 		$576K Buy
2,445
+494
+25% +$115K 0.1% 47
2020
Q4 		$434K Buy
1,951
+430
+28% +$92.5K 0.08% 46
2020
Q3 		$320K Hold
1,521
– – 0.07% 53
2020
Q2 		$310K Hold
1,521
– – 0.07% 49
2020
Q1 		$240K Sell
1,521
-2,523
-62% -$415K 0.06% 46
2019
Q4 		$638K Buy
4,044
+2,423
+149% +$356K 0.13% 29
2019
Q3 		$225K Hold
1,621
– – 0.05% 42
2019
Q2 		$217K Buy
1,621
+490
+43% +$62.2K 0.04% 43
2019
Q1 		$133K Buy
1,131
+103
+10% +$11.2K 0.03% 52
2018
Q4 		$104K Buy
+1,028
New +$110K 0.02% 59

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

Salomon & Ludwin's MSFT Position: Q1 2026 in Review

Salomon & Ludwin reduced its Microsoft (MSFT) stake by 0.96% in Q1 2026, selling an estimated $250K and leaving 61,565 shares worth $23M. The position accounts for 2.05% of the portfolio, ranked #14.

Salomon & Ludwin first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $31.9M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Salomon & Ludwin held 61,565 shares of Microsoft worth $23M as of Q1 2026.
  • Salomon & Ludwin sold 597 Microsoft shares in Q1 2026, an estimated $250K.
  • Microsoft made up 2.05% of Salomon & Ludwin's portfolio in Q1 2026, its #14 holding.
  • Salomon & Ludwin first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's Microsoft position peaked at $31.9M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.