Stillwater Private Wealth’s Microsoft MSFT Stock Holding History

Stillwater 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	$762K	Buy	+2,061	New	+$862K	0.64%	35

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Stillwater Private Wealth opened a new position in Microsoft (MSFT) in Q1 2026: 2,061 shares worth $762K. The stake represents 0.64% of the portfolio and ranks #35 among its holdings.

6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Stillwater Private Wealth held 2,061 shares of Microsoft worth $762K as of Q1 2026.
Microsoft was a new Stillwater Private Wealth position in Q1 2026.
Microsoft made up 0.64% of Stillwater Private Wealth's portfolio in Q1 2026, its #35 holding.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.