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Tilia Fiduciary Partners’s Microsoft MSFT Stock Holding History

Tilia Fiduciary Partners’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 		$5M Buy
13,519
+852
+7% +$357K 2.75% 4
2025
Q4 		$6.13M Buy
12,667
+77
+0.6% +$38.6K 3.38% 4
2025
Q3 		$6.52M Sell
12,590
-562
-4% -$287K 3.77% 3
2025
Q2 		$6.54M Buy
13,152
+171
+1% +$74.3K 3.99% 2
2025
Q1 		$4.87M Buy
12,981
+476
+4% +$194K 3.25% 3
2024
Q4 		$5.27M Buy
12,505
+146
+1% +$62.2K 3.6% 2
2024
Q3 		$5.32M Buy
12,359
+276
+2% +$118K 3.69% 2
2024
Q2 		$5.4M Sell
12,083
-67
-0.6% -$28.3K 4.22% 2
2024
Q1 		$5.11M Buy
12,150
+622
+5% +$252K 4.15% 2
2023
Q4 		$4.33M Buy
11,528
+20
+0.2% +$7.12K 4.03% 2
2023
Q3 		$3.63M Buy
11,508
+449
+4% +$148K 3.78% 2
2023
Q2 		$3.77M Buy
11,059
+275
+3% +$86.2K 3.36% 2
2023
Q1 		$3.11M Buy
10,784
+762
+8% +$194K 2.96% 2
2022
Q4 		$2.4M Buy
10,022
+549
+6% +$132K 2.31% 5
2022
Q3 		$2.13M Buy
9,473
+443
+5% +$117K 2.16% 7
2022
Q2 		$2.29M Buy
9,030
+860
+11% +$233K 2.19% 6
2022
Q1 		$2.52M Buy
8,170
+632
+8% +$190K 2.14% 7
2021
Q4 		$2.54M Buy
+7,538
New +$2.44M 2.04% 7

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

Tilia Fiduciary Partners's MSFT Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Microsoft (MSFT) stake by 6.7% in Q1 2026, buying an estimated $357K and bringing the position to 13,519 shares worth $5M. The position accounts for 2.75% of the portfolio, ranked #4.

Tilia Fiduciary Partners first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.54M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tilia Fiduciary Partners held 13,519 shares of Microsoft worth $5M as of Q1 2026.
  • Tilia Fiduciary Partners bought 852 Microsoft shares in Q1 2026, an estimated $357K.
  • Microsoft made up 2.75% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #4 holding.
  • Tilia Fiduciary Partners first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Microsoft position peaked at $6.54M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.