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Schrum Private Wealth Management’s Microsoft MSFT Stock Holding History

Schrum Private Wealth Management’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 		$6.34M Sell
17,127
-40
-0.2% -$16.7K 4.84% 2
2025
Q4 		$8.3M Sell
17,167
-85
-0.5% -$42.6K 6.14% 2
2025
Q3 		$8.94M Buy
17,252
+622
+4% +$317K 6.55% 2
2025
Q2 		$8.27M Sell
16,630
-197
-1% -$85.6K 6.63% 2
2025
Q1 		$6.32M Sell
16,827
-289
-2% -$118K 5.56% 2
2024
Q4 		$7.21M Sell
17,116
-12,180
-42% -$5.19M 6.11% 2
2024
Q3 		$12.6M Buy
29,296
+11,501
+65% +$4.92M 6.51% 2
2024
Q2 		$7.95M Sell
17,795
-97
-0.5% -$41K 7.17% 2
2024
Q1 		$7.53M Buy
17,892
+3,414
+24% +$1.38M 6.83% 2
2023
Q4 		$5.44M Sell
14,478
-3,601
-20% -$1.28M 7.72% 2
2023
Q3 		$5.71M Sell
18,079
-7
-0% -$2.31K 6.51% 2
2023
Q2 		$6.16M Sell
18,086
-4
-0% -$1.25K 6.66% 2
2023
Q1 		$5.22M Sell
18,090
-315
-2% -$80.3K 6.02% 2
2022
Q4 		$4.41M Sell
18,405
-1,661
-8% -$399K 5.23% 2
2022
Q3 		$4.67M Sell
20,066
-379
-2% -$100K 5.9% 2
2022
Q2 		$5.25M Sell
20,445
-729
-3% -$198K 5.93% 2
2022
Q1 		$6.04M Buy
21,174
+228
+1% +$68.6K 6.07% 2
2021
Q4 		$7.05M Buy
+20,946
New +$6.79M 6.42% 2

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

Schrum Private Wealth Management's MSFT Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Microsoft (MSFT) stake by 0.23% in Q1 2026, selling an estimated $16.7K and leaving 17,127 shares worth $6.34M. The position accounts for 4.84% of the portfolio, ranked #2.

Schrum Private Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.6M in Q3 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Schrum Private Wealth Management held 17,127 shares of Microsoft worth $6.34M as of Q1 2026.
  • Schrum Private Wealth Management sold 40 Microsoft shares in Q1 2026, an estimated $16.7K.
  • Microsoft made up 4.84% of Schrum Private Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Schrum Private Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Microsoft position peaked at $12.6M in Q3 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.