TWM
MSFT icon

Tradition Wealth Management’s Microsoft MSFT Stock Holding History

Tradition 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 		$15.5M Buy
41,767
+560
+1% +$234K 1.1% 24
2025
Q4 		$19.9M Buy
41,207
+4,447
+12% +$2.23M 1.43% 17
2025
Q3 		$19M Buy
36,760
+1,467
+4% +$748K 1.41% 17
2025
Q2 		$17.6M Sell
35,293
-122
-0.3% -$53K 1.4% 18
2025
Q1 		$13.3M Buy
35,415
+291
+0.8% +$119K 1.17% 22
2024
Q4 		$14.8M Sell
35,124
-62
-0.2% -$26.4K 1.3% 22
2024
Q3 		$15.1M Buy
35,186
+476
+1% +$203K 1.35% 21
2024
Q2 		$15.5M Buy
34,710
+1,033
+3% +$436K 1.5% 20
2024
Q1 		$14.2M Buy
33,677
+611
+2% +$247K 1.43% 18
2023
Q4 		$12.4M Buy
33,066
+1,940
+6% +$691K 1.3% 19
2023
Q3 		$9.83M Sell
31,126
-570
-2% -$188K 1.17% 19
2023
Q2 		$10.8M Buy
31,696
+769
+2% +$241K 1.26% 17
2023
Q1 		$8.92M Buy
30,927
+7,591
+33% +$1.94M 1.11% 24
2022
Q4 		$5.6M Sell
23,336
-5,403
-19% -$1.3M 0.79% 36
2022
Q3 		$6.69M Buy
28,739
+1,463
+5% +$386K 1.01% 30
2022
Q2 		$7M Sell
27,276
-211
-0.8% -$57.3K 1.02% 27
2022
Q1 		$8.47M Buy
27,487
+1,713
+7% +$515K 1.08% 27
2021
Q4 		$8.67M Sell
25,774
-97
-0.4% -$31.4K 1.09% 26
2021
Q3 		$7.29M Sell
25,871
-51
-0.2% -$14.8K 1.04% 26
2021
Q2 		$7.02M Buy
25,922
+5,019
+24% +$1.28M 1.05% 22
2021
Q1 		$4.93M Sell
20,903
-55
-0.3% -$12.8K 0.85% 36
2020
Q4 		$4.66M Buy
+20,958
New +$4.51M 0.9% 32

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

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

Tradition Wealth Management increased its Microsoft (MSFT) stake by 1.4% in Q1 2026, buying an estimated $234K and bringing the position to 41,767 shares worth $15.5M. The position accounts for 1.1% of the portfolio, ranked #24.

Tradition Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.9M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tradition Wealth Management held 41,767 shares of Microsoft worth $15.5M as of Q1 2026.
  • Tradition Wealth Management bought 560 Microsoft shares in Q1 2026, an estimated $234K.
  • Microsoft made up 1.1% of Tradition Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Tradition Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Microsoft position peaked at $19.9M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.