Silverlake Wealth Management
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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
Q3 		$24.8M Buy
48,306
+398
+0.8% +$184K 4.62% 1
2026
Q2 		$17.9M Sell
47,908
-437
-0.9% -$177K 3.38% 1
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 		$9.6M Sell
41,420
-4
-0% -$1.06K 6.53% 1
2022
Q2 		$10.6M Buy
41,424
+264
+0.6% +$71.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Silverlake Wealth Management's MSFT Position: Q3 2026 in Review

Silverlake Wealth Management increased its Microsoft (MSFT) stake by 0.83% in Q3 2026, buying an estimated $184K and bringing the position to 48,306 shares worth $24.8M. The position accounts for 4.62% of the portfolio, ranked #1.

Silverlake Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $25.2M in Q3 2025. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Silverlake Wealth Management held 48,306 shares of Microsoft worth $24.8M as of Q3 2026.
  • Silverlake Wealth Management bought 398 Microsoft shares in Q3 2026, an estimated $184K.
  • Microsoft made up 4.62% of Silverlake Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Silverlake Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's Microsoft position peaked at $25.2M in Q3 2025.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.