TWM
MSFT icon

Torch Wealth Management’s Microsoft MSFT Stock Holding History

Torch 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
2019
Q4 		$2.9M Sell
18,423
-50
-0.3% -$7.34K 1.61% 15
2019
Q3 		$2.57M Buy
18,473
+76
+0.4% +$10.5K 1.52% 20
2019
Q2 		$2.46M Buy
18,397
+76
+0.4% +$9.65K 1.48% 19
2019
Q1 		$2.16M Buy
18,321
+911
+5% +$99.4K 1.34% 25
2018
Q4 		$1.77M Buy
17,410
+4,086
+31% +$438K 1.27% 31
2018
Q3 		$1.52M Buy
13,324
+1
+0% +$108 0.91% 44
2018
Q2 		$1.31M Buy
13,323
+150
+1% +$14.5K 0.83% 50
2018
Q1 		$1.2M Buy
13,173
+402
+3% +$36.8K 0.78% 51
2017
Q4 		$1.09M Buy
12,771
+1,351
+12% +$111K 0.67% 56
2017
Q3 		$851K Buy
11,420
+1
+0% +$73 0.56% 57
2017
Q2 		$787K Buy
11,419
+1
+0% +$69 0.54% 55
2017
Q1 		$752K Buy
11,418
+1
+0% +$64 0.5% 56
2016
Q4 		$709K Buy
11,417
+2
+0% +$120 0.5% 56
2016
Q3 		$658K Buy
11,415
+1
+0% +$56 0.48% 54
2016
Q2 		$584K Buy
11,414
+301
+3% +$15.6K 0.43% 62
2016
Q1 		$614K Buy
11,113
+2
+0% +$105 0.46% 57
2015
Q4 		$616K Buy
11,111
+2
+0% +$105 0.45% 60
2015
Q3 		$492K Buy
11,109
+1
+0% +$45 0.38% 61
2015
Q2 		$490K Buy
11,108
+2
+0% +$91 0.34% 66
2015
Q1 		$452K Buy
11,106
+1
+0% +$44 0.35% 63
2014
Q4 		$516K Buy
11,105
+1
+0% +$47 0.4% 59
2014
Q3 		$515K Sell
11,104
-2,498
-18% -$111K 0.38% 64
2014
Q2 		$567K Buy
13,602
+1
+0% +$40 0.38% 63
2014
Q1 		$558K Sell
13,601
-1,999
-13% -$75K 0.4% 61
2013
Q4 		$584K Buy
+15,600
New +$567K 0.45% 58

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Torch Wealth Management's MSFT Position: Q4 2019 in Review

Torch Wealth Management reduced its Microsoft (MSFT) stake by 0.27% in Q4 2019, selling an estimated $7.34K and leaving 18,423 shares worth $2.9M. The position accounts for 1.61% of the portfolio, ranked #15.

Torch Wealth Management first reported a position in MSFT in Q4 2013 and has held it in 25 quarters since. 3,439 funds tracked by Wall St. Rank hold MSFT as of Q4 2019.

  • Torch Wealth Management held 18,423 shares of Microsoft worth $2.9M as of Q4 2019.
  • Torch Wealth Management sold 50 Microsoft shares in Q4 2019, an estimated $7.34K.
  • Microsoft made up 1.61% of Torch Wealth Management's portfolio in Q4 2019, its #15 holding.
  • Torch Wealth Management first reported a position in Microsoft in Q4 2013 and has held it in 25 quarters since.
  • 3,439 funds tracked by Wall St. Rank held Microsoft as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.