Twin Peaks Wealth Advisors’s Microsoft MSFT Stock Holding History

Twin Peaks Wealth Advisors’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	$5.37M	Sell	14,516 -204	-1%	-$85.4K	1.35%	17
2025 Q4	$6.09M	Buy	14,720 +2,175	+17%	+$1.09M	1.77%	16
2025 Q3	$6.5M	Buy	12,545 +125	+1%	+$63.8K	2.22%	15
2025 Q2	$6.57M	Buy	12,420 +428	+4%	+$186K	2.13%	14
2025 Q1	$4.63M	Sell	11,992 -718	-6%	-$293K	2.11%	14
2024 Q4	$5.36M	Buy	12,710 +73	+0.6%	+$31.1K	2.26%	12
2024 Q3	$5.44M	Sell	12,637 -229	-2%	-$97.9K	2.51%	10
2024 Q2	$5.75M	Buy	12,866 +929	+8%	+$392K	2.87%	7
2024 Q1	$5.02M	Sell	11,937 -514	-4%	-$208K	2.79%	10
2023 Q4	$4.68M	Buy	+12,451	New	+$4.43M	2.99%	8

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's MSFT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Microsoft (MSFT) stake by 1.4% in Q1 2026, selling an estimated $85.4K and leaving 14,516 shares worth $5.37M. The position accounts for 1.35% of the portfolio, ranked #17.

Twin Peaks Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.57M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Twin Peaks Wealth Advisors held 14,516 shares of Microsoft worth $5.37M as of Q1 2026.
Twin Peaks Wealth Advisors sold 204 Microsoft shares in Q1 2026, an estimated $85.4K.
Microsoft made up 1.35% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Twin Peaks Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Microsoft position peaked at $6.57M in Q2 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.