Signature Wealth Management Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.06M | Buy |
16,362
+4,536
| +38% | +$1.9M | 2.3% | 8 |
|
|
2025
Q4 | $5.72M | Buy |
11,826
+246
| +2% | +$123K | 2.33% | 6 |
|
|
2025
Q3 | $6M | Sell |
11,580
-90
| -0.8% | -$45.9K | 2.33% | 5 |
|
|
2025
Q2 | $5.8M | Sell |
11,670
-61
| -0.5% | -$26.5K | 2.29% | 4 |
|
|
2025
Q1 | $4.4M | Sell |
11,731
-110
| -0.9% | -$44.8K | 1.72% | 20 |
|
|
2024
Q4 | $4.99M | Buy |
11,841
+1,319
| +13% | +$562K | 2.01% | 10 |
|
|
2024
Q3 | $4.53M | Buy |
10,522
+42
| +0.4% | +$18K | 1.82% | 16 |
|
|
2024
Q2 | $4.68M | Buy |
10,480
+220
| +2% | +$92.9K | 2.05% | 11 |
|
|
2024
Q1 | $4.09M | Sell |
10,260
-253
| -2% | -$102K | 1.86% | 15 |
|
|
2023
Q4 | $3.95M | Buy |
+10,513
| New | +$3.74M | 1.83% | 16 |
|
|
2023
Q2 | $3.46M | Sell |
10,157
-1,960
| -16% | -$614K | 1.61% | 28 |
|
|
2023
Q1 | $3.49M | Sell |
12,117
-2,535
| -17% | -$647K | 1.66% | 28 |
|
|
2022
Q4 | $3.51M | Sell |
14,652
-1,135
| -7% | -$272K | 1.72% | 27 |
|
|
2022
Q3 | $3.68M | Sell |
15,787
-710
| -4% | -$187K | 1.87% | 17 |
|
|
2022
Q2 | $4.24M | Sell |
16,497
-23
| -0.1% | -$6.24K | 2.06% | 9 |
|
|
2022
Q1 | $5.09M | Buy |
16,520
+1,951
| +13% | +$587K | 2.29% | 6 |
|
|
2021
Q4 | $4.9M | Buy |
14,569
+87
| +0.6% | +$28.2K | 2.47% | 3 |
|
|
2021
Q3 | $4.08M | Buy |
14,482
+377
| +3% | +$110K | 2.27% | 4 |
|
|
2021
Q2 | $3.82M | Buy |
14,105
+651
| +5% | +$165K | 2.13% | 11 |
|
|
2021
Q1 | $3.17M | Buy |
13,454
+1,523
| +13% | +$353K | 1.87% | 30 |
|
|
2020
Q4 | $2.65M | Sell |
11,931
-106
| -0.9% | -$22.8K | 1.67% | 33 |
|
|
2020
Q3 | $2.53M | Sell |
12,037
-1,174
| -9% | -$247K | 1.82% | 30 |
|
|
2020
Q2 | $2.69M | Sell |
13,211
-196
| -1% | -$35.6K | 2.06% | 23 |
|
|
2020
Q1 | $2.11M | Sell |
13,407
-128
| -0.9% | -$21K | 1.86% | 27 |
|
|
2019
Q4 | $2.13M | Sell |
13,535
-321
| -2% | -$47.2K | 1.35% | 37 |
|
|
2019
Q3 | $1.93M | Sell |
13,856
-208
| -1% | -$28.6K | 1.28% | 39 |
|
|
2019
Q2 | $1.93M | Sell |
14,064
-162
| -1% | -$20.6K | 1.29% | 39 |
|
|
2019
Q1 | $1.68M | Sell |
14,226
-595
| -4% | -$64.9K | 1.18% | 40 |
|
|
2018
Q4 | $1.5M | Buy |
14,821
+397
| +3% | +$42.5K | 1.17% | 40 |
|
|
2018
Q3 | $1.5M | Sell |
14,424
-783
| -5% | -$84.9K | 1.11% | 38 |
|
|
2018
Q2 | $1.5M | Sell |
15,207
-1,776
| -10% | -$172K | 1.11% | 37 |
|
|
2018
Q1 | $1.55M | Buy |
16,983
+3,022
| +22% | +$276K | 1.2% | 36 |
|
|
2017
Q4 | $1.19M | Buy |
+13,961
| New | +$1.15M | 0.88% | 37 |
|
Other funds holding MSFT
Signature Wealth Management Group's MSFT Position: Q1 2026 in Review
Signature Wealth Management Group increased its Microsoft (MSFT) stake by 38% in Q1 2026, buying an estimated $1.9M and bringing the position to 16,362 shares worth $6.06M. The position accounts for 2.3% of the portfolio, ranked #8.
Signature Wealth Management Group first reported a position in MSFT in Q4 2017 and has held it in 33 quarters since. 6,215 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Signature Wealth Management Group held 16,362 shares of Microsoft worth $6.06M as of Q1 2026.
- Signature Wealth Management Group bought 4,536 Microsoft shares in Q1 2026, an estimated $1.9M.
- Microsoft made up 2.3% of Signature Wealth Management Group's portfolio in Q1 2026, its #8 holding.
- Signature Wealth Management Group first reported a position in Microsoft in Q4 2017 and has held it in 33 quarters since.
- 6,215 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.