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Tower Wealth Partners’s Microsoft MSFT Stock Holding History

Tower Wealth 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 		$1.37M Buy
3,693
+745
+25% +$312K 0.76% 19
2025
Q4 		$1.43M Sell
2,948
-24
-0.8% -$12K 0.78% 18
2025
Q3 		$1.54M Sell
2,972
-46
-2% -$23.5K 0.85% 18
2025
Q2 		$1.5M Buy
3,018
+6
+0.2% +$2.61K 0.89% 18
2025
Q1 		$1.13M Sell
3,012
-198
-6% -$80.7K 0.6% 23
2024
Q4 		$1.35M Buy
3,210
+102
+3% +$43.4K 0.71% 20
2024
Q3 		$1.34M Buy
3,108
+104
+3% +$44.5K 0.78% 19
2024
Q2 		$1.34M Buy
3,004
+324
+12% +$137K 0.83% 18
2024
Q1 		$1.13M Sell
2,680
-24
-0.9% -$9.72K 0.73% 21
2023
Q4 		$1.02M Sell
2,704
-71
-3% -$25.3K 0.72% 21
2023
Q3 		$876K Buy
2,775
+127
+5% +$42K 0.72% 20
2023
Q2 		$902K Sell
2,648
-56
-2% -$17.6K 0.72% 20
2023
Q1 		$780K Buy
2,704
+58
+2% +$14.8K 0.65% 20
2022
Q4 		$635K Sell
2,646
-82
-3% -$19.7K 0.55% 23
2022
Q3 		$633K Buy
2,728
+277
+11% +$73.1K 0.6% 23
2022
Q2 		$629K Buy
2,451
+130
+6% +$35.3K 0.84% 19
2022
Q1 		$716K Sell
2,321
-291
-11% -$87.5K 0.78% 17
2021
Q4 		$878K Sell
2,612
-464
-15% -$150K 0.89% 17
2021
Q3 		$867K Buy
3,076
+45
+1% +$13.1K 0.91% 17
2021
Q2 		$821K Buy
3,031
+6
+0.2% +$1.52K 0.9% 17
2021
Q1 		$713K Buy
3,025
+150
+5% +$34.8K 0.92% 19
2020
Q4 		$639K Buy
+2,875
New +$618K 0.73% 17

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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

Tower Wealth Partners's MSFT Position: Q1 2026 in Review

Tower Wealth Partners increased its Microsoft (MSFT) stake by 25% in Q1 2026, buying an estimated $312K and bringing the position to 3,693 shares worth $1.37M. The position accounts for 0.76% of the portfolio, ranked #19.

Tower Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.54M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tower Wealth Partners held 3,693 shares of Microsoft worth $1.37M as of Q1 2026.
  • Tower Wealth Partners bought 745 Microsoft shares in Q1 2026, an estimated $312K.
  • Microsoft made up 0.76% of Tower Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • Tower Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's Microsoft position peaked at $1.54M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.