SWM
MSFT icon

Silverlake Wealth Management’s Microsoft MSFT Stock Holding History

Silverlake 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 		$17.9M Sell
48,345
-591
-1% -$247K 3.73% 1
2025
Q4 		$23.7M Buy
48,936
+250
+0.5% +$125K 5.27% 1
2025
Q3 		$25.2M Sell
48,686
-93
-0.2% -$47.4K 6.12% 1
2025
Q2 		$24.3M Buy
48,779
+3,024
+7% +$1.31M 7.05% 1
2025
Q1 		$17.2M Sell
45,755
-1,132
-2% -$462K 6.49% 1
2024
Q4 		$19.8M Buy
46,887
+402
+0.9% +$171K 7.57% 1
2024
Q3 		$20M Sell
46,485
-83
-0.2% -$35.5K 7.57% 1
2024
Q2 		$20.8M Buy
46,568
+6,201
+15% +$2.62M 8.54% 1
2024
Q1 		$17M Buy
40,367
+292
+0.7% +$118K 8.64% 1
2023
Q4 		$15.1M Sell
40,075
-2,032
-5% -$723K 8.31% 1
2023
Q3 		$13.3M Buy
42,107
+1,156
+3% +$382K 7.46% 1
2023
Q2 		$13.9M Sell
40,951
-37
-0.1% -$11.6K 7.75% 1
2023
Q1 		$11.8M Sell
40,988
-764
-2% -$195K 7.17% 1
2022
Q4 		$10M Buy
41,752
+332
+0.8% +$79.7K 6.24% 1
2022
Q3 		$9.65M Sell
41,420
-4
-0% -$1.06K 6.53% 1
2022
Q2 		$10.6M Buy
41,424
+264
+0.6% +$71.7K 6.94% 1
2022
Q1 		$12.7M Sell
41,160
-771
-2% -$232K 7.25% 1
2021
Q4 		$14.1M Buy
+41,931
New +$13.6M 7.58% 1

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

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

Silverlake Wealth Management reduced its Microsoft (MSFT) stake by 1.2% in Q1 2026, selling an estimated $247K and leaving 48,345 shares worth $17.9M. The position accounts for 3.73% of the portfolio, ranked #1.

Silverlake Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $25.2M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Silverlake Wealth Management held 48,345 shares of Microsoft worth $17.9M as of Q1 2026.
  • Silverlake Wealth Management sold 591 Microsoft shares in Q1 2026, an estimated $247K.
  • Microsoft made up 3.73% of Silverlake Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Silverlake Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's Microsoft position peaked at $25.2M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.