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Topsail Wealth Management’s Microsoft MSFT Stock Holding History

Topsail Wealth Management’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 		$6.36M Sell
17,178
-328
-2% -$137K 0.94% 16
2025
Q4 		$8.47M Buy
17,506
+997
+6% +$500K 1.24% 14
2025
Q3 		$8.55M Buy
16,509
+1,075
+7% +$548K 1.45% 13
2025
Q2 		$7.68M Sell
15,434
-150
-1% -$65.1K 1.4% 13
2025
Q1 		$5.85M Buy
15,584
+2,206
+16% +$899K 1.19% 14
2024
Q4 		$5.64M Buy
+13,378
New +$5.7M 1.2% 13

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

Topsail Wealth Management's MSFT Position: Q1 2026 in Review

Topsail Wealth Management reduced its Microsoft (MSFT) stake by 1.9% in Q1 2026, selling an estimated $137K and leaving 17,178 shares worth $6.36M. The position accounts for 0.94% of the portfolio, ranked #16.

Topsail Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.55M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Topsail Wealth Management held 17,178 shares of Microsoft worth $6.36M as of Q1 2026.
  • Topsail Wealth Management sold 328 Microsoft shares in Q1 2026, an estimated $137K.
  • Microsoft made up 0.94% of Topsail Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Topsail Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Topsail Wealth Management's Microsoft position peaked at $8.55M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.