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SHP Wealth Management’s Microsoft MSFT Stock Holding History

SHP 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 		$8.66M Sell
23,395
-48
-0.2% -$20.1K 0.65% 19
2025
Q4 		$11.3M Buy
+23,443
New +$11.7M 0.88% 17

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Microsoft (MSFT) stake by 0.2% in Q1 2026, selling an estimated $20.1K and leaving 23,395 shares worth $8.66M. The position accounts for 0.65% of the portfolio, ranked #19.

SHP Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.3M in Q4 2025. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SHP Wealth Management held 23,395 shares of Microsoft worth $8.66M as of Q1 2026.
  • SHP Wealth Management sold 48 Microsoft shares in Q1 2026, an estimated $20.1K.
  • Microsoft made up 0.65% of SHP Wealth Management's portfolio in Q1 2026, its #19 holding.
  • SHP Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Microsoft position peaked at $11.3M in Q4 2025.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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