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Sonoma Private Wealth’s Microsoft MSFT Stock Holding History

Sonoma Private Wealth’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 		$8.91M Buy
24,069
+710
+3% +$297K 10.97% 1
2025
Q4 		$11.3M Sell
23,359
-454
-2% -$228K 13.64% 1
2025
Q3 		$12.3M Sell
23,813
-713
-3% -$364K 14.73% 1
2025
Q2 		$12.2M Sell
24,526
-3,536
-13% -$1.54M 14.96% 1
2025
Q1 		$10.5M Buy
28,062
+21,477
+326% +$8.76M 14.61% 1
2024
Q4 		$2.78M Buy
6,585
+157
+2% +$66.9K 4.48% 3
2024
Q3 		$2.77M Buy
6,428
+39
+0.6% +$16.7K 4.31% 2
2024
Q2 		$2.86M Sell
6,389
-89
-1% -$37.6K 4.64% 2
2024
Q1 		$2.73M Sell
6,478
-121
-2% -$49K 4.38% 2
2023
Q4 		$2.48M Sell
6,599
-687
-9% -$245K 4.11% 6
2023
Q3 		$2.3M Buy
7,286
+46
+0.6% +$15.2K 4.2% 4
2023
Q2 		$2.47M Sell
7,240
-235
-3% -$73.7K 4.31% 4
2023
Q1 		$2.16M Buy
7,475
+744
+11% +$190K 4.28% 4
2022
Q4 		$1.61M Buy
+6,731
New +$1.62M 3.57% 5

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

Sonoma Private Wealth's MSFT Position: Q1 2026 in Review

Sonoma Private Wealth increased its Microsoft (MSFT) stake by 3% in Q1 2026, buying an estimated $297K and bringing the position to 24,069 shares worth $8.91M. The position accounts for 10.97% of the portfolio, ranked #1.

Sonoma Private Wealth first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.3M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sonoma Private Wealth held 24,069 shares of Microsoft worth $8.91M as of Q1 2026.
  • Sonoma Private Wealth bought 710 Microsoft shares in Q1 2026, an estimated $297K.
  • Microsoft made up 10.97% of Sonoma Private Wealth's portfolio in Q1 2026, its #1 holding.
  • Sonoma Private Wealth first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Sonoma Private Wealth's Microsoft position peaked at $12.3M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.