Seaside Wealth Management’s Microsoft MSFT Stock Holding History

Seaside 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	$1.02M	Sell	2,765 -23	-0.8%	-$9.62K	0.29%	24
2025 Q4	$1.35M	Sell	2,788 -117	-4%	-$58.6K	0.38%	21
2025 Q3	$1.5M	Buy	2,905 +37	+1%	+$18.9K	0.45%	20
2025 Q2	$1.43M	Buy	2,868 +1,572	+121%	+$683K	0.45%	19
2025 Q1	$487K	Buy	1,296 +139	+12%	+$56.7K	0.17%	33
2024 Q4	$488K	Buy	1,157 +176	+18%	+$75K	0.18%	35
2024 Q3	$422K	Hold	981	–	–	0.16%	37
2024 Q2	$439K	Hold	981	–	–	0.18%	34
2024 Q1	$413K	Hold	981	–	–	0.18%	33
2023 Q4	$369K	Hold	981	–	–	0.17%	34
2023 Q3	$310K	Sell	981 -8	-0.8%	-$2.64K	0.16%	36
2023 Q2	$337K	Buy	989 +8	+0.8%	+$2.51K	0.17%	35
2023 Q1	$282K	Hold	981	–	–	0.17%	36
2022 Q4	$235K	Hold	981	–	–	0.16%	43
2022 Q3	$227K	Buy	981 +28	+3%	+$7.39K	0.16%	45
2022 Q2	$268K	Buy	+953	New	+$259K	0.2%	37

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

Seaside Wealth Management's MSFT Position: Q1 2026 in Review

Seaside Wealth Management reduced its Microsoft (MSFT) stake by 0.82% in Q1 2026, selling an estimated $9.62K and leaving 2,765 shares worth $1.02M. The position accounts for 0.29% of the portfolio, ranked #24.

Seaside Wealth Management first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.5M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Seaside Wealth Management held 2,765 shares of Microsoft worth $1.02M as of Q1 2026.
Seaside Wealth Management sold 23 Microsoft shares in Q1 2026, an estimated $9.62K.
Microsoft made up 0.29% of Seaside Wealth Management's portfolio in Q1 2026, its #24 holding.
Seaside Wealth Management first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
Seaside Wealth Management's Microsoft position peaked at $1.5M in Q3 2025.
6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.