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TD Private Client Wealth’s Microsoft MSFT Stock Holding History

TD Private Client 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 		$43.7M Sell
118,075
-2,992
-2% -$1.25M 0.91% 23
2025
Q4 		$58.6M Sell
121,067
-343
-0.3% -$172K 1.25% 14
2025
Q3 		$62.9M Sell
121,410
-1,127
-0.9% -$575K 1.42% 13
2025
Q2 		$61M Sell
122,537
-2,113
-2% -$918K 1.5% 13
2025
Q1 		$46.8M Buy
124,650
+5,911
+5% +$2.41M 1.29% 14
2024
Q4 		$50M Sell
118,739
-6,235
-5% -$2.66M 1.4% 14
2024
Q3 		$53.8M Buy
124,974
+5,192
+4% +$2.22M 1.55% 10
2024
Q2 		$53.7M Sell
119,782
-5,532
-4% -$2.34M 1.69% 10
2024
Q1 		$52.9M Sell
125,314
-7,424
-6% -$3.01M 1.73% 10
2023
Q4 		$50M Buy
132,738
+499
+0.4% +$178K 1.81% 9
2023
Q3 		$41.9M Sell
132,239
-3,354
-2% -$1.11M 1.81% 7
2023
Q2 		$46.3M Sell
135,593
-16,598
-11% -$5.2M 2% 6
2023
Q1 		$43.9M Sell
152,191
-12,480
-8% -$3.18M 1.97% 6
2022
Q4 		$39.6M Sell
164,671
-9,735
-6% -$2.34M 1.87% 8
2022
Q3 		$40.7M Sell
174,406
-4,905
-3% -$1.3M 2.08% 5
2022
Q2 		$46.1M Buy
179,311
+5,463
+3% +$1.48M 2.25% 5
2022
Q1 		$53.7M Buy
173,848
+15,385
+10% +$4.63M 2.29% 5
2021
Q4 		$53.3M Sell
158,463
-32,023
-17% -$10.4M 2.21% 5
2021
Q3 		$53.7M Sell
190,486
-19,361
-9% -$5.63M 2.3% 5
2021
Q2 		$56.8M Sell
209,847
-8,218
-4% -$2.09M 2.43% 5
2021
Q1 		$51.4M Buy
218,065
+3,837
+2% +$890K 2.4% 4
2020
Q4 		$47.6M Sell
214,228
-7,523
-3% -$1.62M 2.42% 4
2020
Q3 		$46.6M Sell
221,751
-10,949
-5% -$2.3M 2.61% 3
2020
Q2 		$47.4M Buy
232,700
+12,858
+6% +$2.33M 2.77% 3
2020
Q1 		$34.7M Buy
219,842
+4,688
+2% +$771K 2.48% 3
2019
Q4 		$34M Buy
+215,154
New +$31.6M 2.03% 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

TD Private Client Wealth's MSFT Position: Q1 2026 in Review

TD Private Client Wealth reduced its Microsoft (MSFT) stake by 2.5% in Q1 2026, selling an estimated $1.25M and leaving 118,075 shares worth $43.7M. The position accounts for 0.91% of the portfolio, ranked #23.

TD Private Client Wealth first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $62.9M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • TD Private Client Wealth held 118,075 shares of Microsoft worth $43.7M as of Q1 2026.
  • TD Private Client Wealth sold 2,992 Microsoft shares in Q1 2026, an estimated $1.25M.
  • Microsoft made up 0.91% of TD Private Client Wealth's portfolio in Q1 2026, its #23 holding.
  • TD Private Client Wealth first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Microsoft position peaked at $62.9M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.