Ullmann Wealth Partners Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.34M | Buy |
14,429
+564
| +4% | +$236K | 0.55% | 29 |
|
|
2025
Q4 | $7.18M | Sell |
13,865
-32
| -0.2% | -$16K | 0.75% | 25 |
|
|
2025
Q3 | $7.2M | Buy |
13,897
+395
| +3% | +$202K | 0.79% | 22 |
|
|
2025
Q2 | $6.72M | Buy |
13,502
+597
| +5% | +$259K | 0.79% | 23 |
|
|
2025
Q1 | $4.84M | Sell |
12,905
-104
| -0.8% | -$42.4K | 0.64% | 25 |
|
|
2024
Q4 | $5.48M | Buy |
13,009
+567
| +5% | +$242K | 0.71% | 25 |
|
|
2024
Q3 | $5.35M | Buy |
12,442
+117
| +0.9% | +$50K | 0.69% | 25 |
|
|
2024
Q2 | $5.51M | Buy |
12,325
+579
| +5% | +$245K | 0.79% | 24 |
|
|
2024
Q1 | $4.94M | Buy |
11,746
+1,071
| +10% | +$434K | 0.73% | 22 |
|
|
2023
Q4 | $4.01M | Buy |
10,675
+1,906
| +22% | +$678K | 0.66% | 23 |
|
|
2023
Q3 | $2.77M | Buy |
8,769
+1,165
| +15% | +$385K | 0.52% | 27 |
|
|
2023
Q2 | $2.59M | Buy |
7,604
+334
| +5% | +$105K | 0.52% | 31 |
|
|
2023
Q1 | $2.1M | Buy |
7,270
+1,516
| +26% | +$387K | 0.48% | 26 |
|
|
2022
Q4 | $1.38M | Buy |
5,754
+139
| +2% | +$33.4K | 0.34% | 30 |
|
|
2022
Q3 | $1.31M | Buy |
5,615
+334
| +6% | +$88.2K | 0.36% | 29 |
|
|
2022
Q2 | $1.36M | Buy |
5,281
+416
| +9% | +$113K | 0.37% | 31 |
|
|
2022
Q1 | $1.5M | Buy |
4,865
+91
| +2% | +$27.4K | 0.38% | 30 |
|
|
2021
Q4 | $1.61M | Buy |
4,774
+119
| +3% | +$38.6K | 0.43% | 28 |
|
|
2021
Q3 | $1.31M | Buy |
4,655
+443
| +11% | +$129K | 0.52% | 27 |
|
|
2021
Q2 | $1.14M | Buy |
4,212
+3
| +0.1% | +$763 | 0.47% | 27 |
|
|
2021
Q1 | $992K | Sell |
4,209
-252
| -6% | -$58.5K | 0.44% | 29 |
|
|
2020
Q4 | $992K | Buy |
4,461
+393
| +10% | +$84.5K | 0.5% | 28 |
|
|
2020
Q3 | $856K | Hold |
4,068
| – | – | 0.49% | 28 |
|
|
2020
Q2 | $828K | Buy |
4,068
+138
| +4% | +$25.1K | 0.51% | 25 |
|
|
2020
Q1 | $619K | Buy |
3,930
+1,600
| +69% | +$263K | 0.46% | 27 |
|
|
2019
Q4 | $367K | Hold |
2,330
| – | – | 0.22% | 39 |
|
|
2019
Q3 | $324K | Buy |
2,330
+213
| +10% | +$29.3K | 0.2% | 42 |
|
|
2019
Q2 | $283K | Sell |
2,117
-90
| -4% | -$11.4K | 0.18% | 53 |
|
|
2019
Q1 | $260K | Buy |
+2,207
| New | +$241K | 0.17% | 54 |
|
|
2018
Q4 | – | Sell |
-1,917
| Closed | -$219K | – | 60 |
|
|
2018
Q3 | $219K | Buy |
+1,917
| New | +$208K | 0.15% | 55 |
|
|
2017
Q3 | – | Sell |
-2,108
| Closed | -$145K | – | 103 |
|
|
2017
Q2 | $145K | Buy |
2,108
+93
| +5% | +$6.38K | 0.1% | 64 |
|
|
2017
Q1 | $132K | Buy |
+2,015
| New | +$129K | 0.11% | 59 |
|
Other funds holding MSFT
VCM
VPM
Ullmann Wealth Partners Group's MSFT Position: Q1 2026 in Review
Ullmann Wealth Partners Group increased its Microsoft (MSFT) stake by 4.1% in Q1 2026, buying an estimated $236K and bringing the position to 14,429 shares worth $5.34M. The position accounts for 0.55% of the portfolio, ranked #29.
Ullmann Wealth Partners Group first reported a position in MSFT in Q1 2017 and has held it in 32 quarters since. The position peaked at $7.2M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Ullmann Wealth Partners Group held 14,429 shares of Microsoft worth $5.34M as of Q1 2026.
- Ullmann Wealth Partners Group bought 564 Microsoft shares in Q1 2026, an estimated $236K.
- Microsoft made up 0.55% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #29 holding.
- Ullmann Wealth Partners Group first reported a position in Microsoft in Q1 2017 and has held it in 32 quarters since.
- Ullmann Wealth Partners Group's Microsoft position peaked at $7.2M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.