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Schwarz Dygos Wheeler Investment Advisors’s Microsoft MSFT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$5.7M Buy
15,406
+770
+5% +$322K 1.18% 18
2025
Q4 		$7.08M Buy
14,636
+179
+1% +$89.7K 1.46% 13
2025
Q3 		$7.49M Buy
14,457
+19
+0.1% +$9.69K 1.59% 12
2025
Q2 		$7.18M Sell
14,438
-128
-0.9% -$55.6K 1.64% 12
2025
Q1 		$5.47M Sell
14,566
-91
-0.6% -$37.1K 1.3% 14
2024
Q4 		$6.18M Sell
14,657
-783
-5% -$334K 1.52% 13
2024
Q3 		$6.64M Sell
15,440
-169
-1% -$72.2K 1.66% 13
2024
Q2 		$6.98M Sell
15,609
-2
-0% -$845 1.87% 11
2024
Q1 		$6.57M Sell
15,611
-295
-2% -$119K 1.84% 11
2023
Q4 		$5.98M Buy
15,906
+133
+0.8% +$47.3K 1.84% 12
2023
Q3 		$4.98M Buy
15,773
+31
+0.2% +$10.2K 1.69% 12
2023
Q2 		$5.36M Sell
15,742
-220
-1% -$69K 1.77% 12
2023
Q1 		$4.6M Buy
15,962
+3,835
+32% +$978K 1.67% 11
2022
Q4 		$2.91M Sell
12,127
-334
-3% -$80.2K 1.14% 22
2022
Q3 		$2.9M Sell
12,461
-70
-0.6% -$18.5K 1.29% 19
2022
Q2 		$3.22M Sell
12,531
-39
-0.3% -$10.6K 1.29% 19
2022
Q1 		$3.88M Buy
12,570
+196
+2% +$59K 1.31% 21
2021
Q4 		$4.16M Buy
12,374
+42
+0.3% +$13.6K 1.41% 20
2021
Q3 		$3.48M Buy
12,332
+777
+7% +$226K 1.27% 22
2021
Q2 		$3.13M Buy
11,555
+611
+6% +$155K 1.14% 26
2021
Q1 		$2.58M Buy
10,944
+36
+0.3% +$8.35K 1.06% 25
2020
Q4 		$2.43M Buy
10,908
+164
+2% +$35.3K 1.17% 23
2020
Q3 		$2.26M Buy
10,744
+1,768
+20% +$371K 1.28% 20
2020
Q2 		$1.86M Sell
8,976
-4,970
-36% -$902K 1.21% 22
2020
Q1 		$2.2M Buy
13,946
+5,092
+58% +$837K 1.86% 13
2019
Q4 		$1.4M Buy
8,854
+223
+3% +$32.8K 0.95% 29
2019
Q3 		$1.2M Buy
8,631
+39
+0.5% +$5.36K 0.95% 29
2019
Q2 		$1.15M Buy
8,592
+581
+7% +$73.8K 0.95% 30
2019
Q1 		$945K Buy
8,011
+20
+0.3% +$2.18K 0.81% 34
2018
Q4 		$812K Buy
+7,991
New +$856K 0.88% 33

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

Schwarz Dygos Wheeler Investment Advisors's MSFT Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Microsoft (MSFT) stake by 5.3% in Q1 2026, buying an estimated $322K and bringing the position to 15,406 shares worth $5.7M. The position accounts for 1.18% of the portfolio, ranked #18.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.49M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 15,406 shares of Microsoft worth $5.7M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 770 Microsoft shares in Q1 2026, an estimated $322K.
  • Microsoft made up 1.18% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Microsoft position peaked at $7.49M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.