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Stillwater Wealth Management Group’s Microsoft MSFT Stock Holding History

Stillwater Wealth Management Group’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 		$4.13M Buy
11,161
+449
+4% +$188K 2.55% 17
2025
Q4 		$5.18M Buy
10,712
+95
+0.9% +$47.6K 3.51% 6
2025
Q3 		$5.5M Buy
+10,617
New +$5.42M 3.85% 3
2025
Q1 		$3.83M Buy
10,215
+372
+4% +$152K 3.32% 5
2024
Q4 		$4.15M Buy
+9,843
New +$4.19M 3.73% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Stillwater Wealth Management Group's MSFT Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Microsoft (MSFT) stake by 4.2% in Q1 2026, buying an estimated $188K and bringing the position to 11,161 shares worth $4.13M. The position accounts for 2.55% of the portfolio, ranked #17.

Stillwater Wealth Management Group first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.5M in Q3 2025. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stillwater Wealth Management Group held 11,161 shares of Microsoft worth $4.13M as of Q1 2026.
  • Stillwater Wealth Management Group bought 449 Microsoft shares in Q1 2026, an estimated $188K.
  • Microsoft made up 2.55% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #17 holding.
  • Stillwater Wealth Management Group first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's Microsoft position peaked at $5.5M in Q3 2025.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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