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Smith Partners Wealth Management’s Microsoft MSFT Stock Holding History

Smith Partners 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 		$1.41M Hold
3,816
– – 1.27% 20
2025
Q4 		$1.85M Buy
+3,816
New +$1.91M 1.7% 18

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

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

Smith Partners Wealth Management held its Microsoft (MSFT) position steady in Q1 2026 at 3,816 shares worth $1.41M. The position accounts for 1.27% of the portfolio, ranked #20.

Smith Partners Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.85M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Smith Partners Wealth Management held 3,816 shares of Microsoft worth $1.41M as of Q1 2026.
  • Smith Partners Wealth Management left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 1.27% of Smith Partners Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Smith Partners Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Smith Partners Wealth Management's Microsoft position peaked at $1.85M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Smith Partners Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.