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Signature Wealth Management Partners’s Microsoft MSFT Stock Holding History

Signature Wealth Management 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
Q2 		$4.58M Buy
12,291
+458
+4% +$185K 2.14% 11
2026
Q1 		$4.38M Buy
11,833
+463
+4% +$194K 2.2% 10
2025
Q4 		$5.5M Buy
11,370
+800
+8% +$401K 2.72% 8
2025
Q3 		$5.47M Buy
10,570
+1,137
+12% +$580K 2.87% 8
2025
Q2 		$4.69M Buy
9,433
+73
+0.8% +$31.7K 2.68% 9
2025
Q1 		$3.51M Sell
9,360
-142
-1% -$57.9K 2.3% 10
2024
Q4 		$4.01M Buy
9,502
+7
+0.1% +$2.98K 2.75% 10
2024
Q3 		$4.09M Buy
9,495
+261
+3% +$112K 2.96% 8
2024
Q2 		$4.13M Buy
9,234
+239
+3% +$101K 3.14% 8
2024
Q1 		$3.78M Sell
8,995
-1,235
-12% -$500K 3.08% 8
2023
Q4 		$3.85M Buy
10,230
+17
+0.2% +$6.05K 3.37% 7
2023
Q3 		$3.22M Buy
10,213
+1,196
+13% +$395K 3.15% 7
2023
Q2 		$3.07M Sell
9,017
-809
-8% -$254K 2.85% 7
2023
Q1 		$2.83M Sell
9,826
-1,200
-11% -$306K 2.63% 8
2022
Q4 		$2.64M Buy
11,026
+31
+0.3% +$7.44K 2.6% 10
2022
Q3 		$2.56M Buy
10,995
+147
+1% +$38.8K 2.82% 7
2022
Q2 		$2.79M Buy
10,848
+115
+1% +$31.2K 2.85% 6
2022
Q1 		$3.31M Buy
10,733
+1,171
+12% +$352K 2.82% 7
2021
Q4 		$3.22M Sell
9,562
-6
-0.1% -$1.95K 2.73% 7
2021
Q3 		$2.7M Buy
9,568
+500
+6% +$145K 2.44% 10
2021
Q2 		$2.46M Hold
9,068
– – 2.23% 12
2021
Q1 		$2.14M Buy
9,068
+452
+5% +$105K 2.05% 13
2020
Q4 		$1.92M Buy
+8,616
New +$1.85M 1.92% 14

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Signature Wealth Management Partners's MSFT Position: Q2 2026 in Review

Signature Wealth Management Partners increased its Microsoft (MSFT) stake by 3.9% in Q2 2026, buying an estimated $185K and bringing the position to 12,291 shares worth $4.58M. The position accounts for 2.14% of the portfolio, ranked #11.

Signature Wealth Management Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.5M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Signature Wealth Management Partners held 12,291 shares of Microsoft worth $4.58M as of Q2 2026.
  • Signature Wealth Management Partners bought 458 Microsoft shares in Q2 2026, an estimated $185K.
  • Microsoft made up 2.14% of Signature Wealth Management Partners's portfolio in Q2 2026, its #11 holding.
  • Signature Wealth Management Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Signature Wealth Management Partners's Microsoft position peaked at $5.5M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.