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Semus Wealth Partners’s Microsoft MSFT Stock Holding History

Semus Wealth 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 		$6.26M Buy
16,924
+4,242
+33% +$1.78M 3.5% 4
2025
Q4 		$6.13M Buy
12,682
+275
+2% +$138K 3.3% 4
2025
Q3 		$6.43M Sell
12,407
-138
-1% -$70.4K 3.64% 3
2025
Q2 		$6.24M Buy
12,545
+153
+1% +$66.4K 4.05% 3
2025
Q1 		$4.65M Buy
12,392
+317
+3% +$129K 3.24% 4
2024
Q4 		$5.09M Buy
12,075
+895
+8% +$381K 3.37% 5
2024
Q3 		$4.81M Buy
11,180
+468
+4% +$200K 3.37% 4
2024
Q2 		$4.79M Buy
10,712
+100
+0.9% +$42.2K 3.7% 3
2024
Q1 		$4.46M Sell
10,612
-377
-3% -$153K 3.76% 4
2023
Q4 		$4.13M Buy
10,989
+121
+1% +$43.1K 3.39% 3
2023
Q3 		$3.43M Buy
10,868
+1,264
+13% +$418K 3.2% 5
2023
Q2 		$3.27M Buy
9,604
+335
+4% +$105K 3% 6
2023
Q1 		$2.67M Sell
9,269
-319
-3% -$81.4K 2.87% 6
2022
Q4 		$2.3M Buy
+9,588
New +$2.3M 2.79% 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

Semus Wealth Partners's MSFT Position: Q1 2026 in Review

Semus Wealth Partners increased its Microsoft (MSFT) stake by 33% in Q1 2026, buying an estimated $1.78M and bringing the position to 16,924 shares worth $6.26M. The position accounts for 3.5% of the portfolio, ranked #4.

Semus Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.43M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Semus Wealth Partners held 16,924 shares of Microsoft worth $6.26M as of Q1 2026.
  • Semus Wealth Partners bought 4,242 Microsoft shares in Q1 2026, an estimated $1.78M.
  • Microsoft made up 3.5% of Semus Wealth Partners's portfolio in Q1 2026, its #4 holding.
  • Semus Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's Microsoft position peaked at $6.43M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.