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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
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 $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

Signature Wealth Management Partners's MSFT Position: Q1 2026 in Review

Signature Wealth Management Partners increased its Microsoft (MSFT) stake by 4.1% in Q1 2026, buying an estimated $194K and bringing the position to 11,833 shares worth $4.38M. The position accounts for 2.2% of the portfolio, ranked #10.

Signature Wealth Management Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.5M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Signature Wealth Management Partners held 11,833 shares of Microsoft worth $4.38M as of Q1 2026.
  • Signature Wealth Management Partners bought 463 Microsoft shares in Q1 2026, an estimated $194K.
  • Microsoft made up 2.2% of Signature Wealth Management Partners's portfolio in Q1 2026, its #10 holding.
  • Signature Wealth Management Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Signature Wealth Management Partners's Microsoft position peaked at $5.5M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.