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Sweeney & Michel’s Microsoft MSFT Stock Holding History

Sweeney & Michel’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 		$5.89M Sell
15,335
-27
-0.2% -$11.3K 1.73% 14
2025
Q4 		$6.21M Buy
15,362
+157
+1% +$78.7K 1.83% 13
2025
Q3 		$7.77M Sell
15,205
-495
-3% -$253K 2.61% 10
2025
Q2 		$7.9M Sell
15,700
-225
-1% -$97.7K 2.81% 10
2025
Q1 		$5.65M Buy
+15,925
New +$6.49M 2.47% 10
2024
Q3 		$6.69M Buy
15,990
+29
+0.2% +$12.4K 2.64% 9
2024
Q2 		$7.33M Sell
15,961
-39
-0.2% -$16.5K 3.13% 9
2024
Q1 		$6.67M Buy
+16,000
New +$6.48M 2.95% 9
2023
Q3 		$5.88M Buy
16,185
+160
+1% +$52.9K 3.08% 9
2023
Q2 		$5.22M Buy
16,025
+127
+0.8% +$39.8K 2.69% 10
2023
Q1 		$5.3M Buy
+15,898
New +$4.06M 2.83% 9

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

Sweeney & Michel's MSFT Position: Q1 2026 in Review

Sweeney & Michel reduced its Microsoft (MSFT) stake by 0.18% in Q1 2026, selling an estimated $11.3K and leaving 15,335 shares worth $5.89M. The position accounts for 1.73% of the portfolio, ranked #14.

Sweeney & Michel first reported a position in MSFT in Q1 2023 and has held it in 11 quarters since. The position peaked at $7.9M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sweeney & Michel held 15,335 shares of Microsoft worth $5.89M as of Q1 2026.
  • Sweeney & Michel sold 27 Microsoft shares in Q1 2026, an estimated $11.3K.
  • Microsoft made up 1.73% of Sweeney & Michel's portfolio in Q1 2026, its #14 holding.
  • Sweeney & Michel first reported a position in Microsoft in Q1 2023 and has held it in 11 quarters since.
  • Sweeney & Michel's Microsoft position peaked at $7.9M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.