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Sandbox Financial Partners’s Microsoft MSFT Stock Holding History

Sandbox Financial 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 		$14.3M Sell
38,595
-1,309
-3% -$548K 4.02% 7
2025
Q4 		$19.3M Sell
39,904
-78
-0.2% -$39.1K 5.34% 3
2025
Q3 		$20.7M Buy
39,982
+115
+0.3% +$58.7K 5.93% 3
2025
Q2 		$19.8M Sell
39,867
-76
-0.2% -$33K 6.25% 3
2025
Q1 		$15M Sell
39,943
-1,234
-3% -$503K 5.29% 3
2024
Q4 		$17.4M Buy
41,177
+462
+1% +$197K 5.79% 3
2024
Q3 		$17.5M Sell
40,715
-430
-1% -$184K 6.2% 3
2024
Q2 		$18.4M Buy
41,145
+3,840
+10% +$1.62M 7.05% 3
2024
Q1 		$15.7M Buy
37,305
+1,952
+6% +$790K 6.59% 3
2023
Q4 		$13.3M Buy
35,353
+1,126
+3% +$401K 6.24% 3
2023
Q3 		$10.8M Buy
34,227
+397
+1% +$131K 5.71% 4
2023
Q2 		$11.5M Buy
33,830
+770
+2% +$241K 6.02% 3
2023
Q1 		$9.53M Sell
33,060
-568
-2% -$145K 5.75% 4
2022
Q4 		$8.06M Sell
33,628
-349
-1% -$83.8K 5.58% 4
2022
Q3 		$7.91M Sell
33,977
-922
-3% -$243K 5.79% 5
2022
Q2 		$8.96M Buy
34,899
+51
+0.1% +$13.8K 6.39% 4
2022
Q1 		$10.7M Buy
34,848
+791
+2% +$238K 6.14% 4
2021
Q4 		$11.5M Buy
34,057
+1,696
+5% +$550K 7.19% 4
2021
Q3 		$9.12M Buy
32,361
+1,765
+6% +$514K 6.51% 4
2021
Q2 		$8.29M Buy
30,596
+506
+2% +$129K 6.17% 6
2021
Q1 		$7.46M Buy
30,090
+2,237
+8% +$519K 6.08% 6
2020
Q4 		$6.2M Buy
+27,853
New +$5.99M 5.66% 5

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

Sandbox Financial Partners's MSFT Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Microsoft (MSFT) stake by 3.3% in Q1 2026, selling an estimated $548K and leaving 38,595 shares worth $14.3M. The position accounts for 4.02% of the portfolio, ranked #7.

Sandbox Financial Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.7M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sandbox Financial Partners held 38,595 shares of Microsoft worth $14.3M as of Q1 2026.
  • Sandbox Financial Partners sold 1,309 Microsoft shares in Q1 2026, an estimated $548K.
  • Microsoft made up 4.02% of Sandbox Financial Partners's portfolio in Q1 2026, its #7 holding.
  • Sandbox Financial Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's Microsoft position peaked at $20.7M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.