Vermillion & White Wealth Management Group’s Microsoft MSFT Stock Holding History

Vermillion & White Wealth Management Group’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	$1.47M	Buy	3,977 +162	+4%	+$67.8K	0.85%	17
2025 Q4	$1.83M	Buy	3,815 +231	+6%	+$116K	0.99%	13
2025 Q3	$1.86M	Buy	3,584 +205	+6%	+$105K	1.06%	13
2025 Q2	$1.68M	Buy	3,379 +36	+1%	+$15.6K	1.09%	14
2025 Q1	$1.25M	Sell	3,343 -22	-0.7%	-$8.97K	0.91%	17
2024 Q4	$1.42M	Sell	3,365 -10	-0.3%	-$4.26K	1.04%	22
2024 Q3	$1.45M	Sell	3,375 -133	-4%	-$56.9K	1.07%	20
2024 Q2	$1.57M	Buy	3,508 +568	+19%	+$240K	1.18%	21
2024 Q1	$1.48M	Sell	2,940 -573	-16%	-$232K	1.18%	21
2023 Q4	$1.32M	Buy	+3,513	New	+$1.25M	1.28%	18

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

Vermillion & White Wealth Management Group's MSFT Position: Q1 2026 in Review

Vermillion & White Wealth Management Group increased its Microsoft (MSFT) stake by 4.2% in Q1 2026, buying an estimated $67.8K and bringing the position to 3,977 shares worth $1.47M. The position accounts for 0.85% of the portfolio, ranked #17.

Vermillion & White Wealth Management Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Vermillion & White Wealth Management Group held 3,977 shares of Microsoft worth $1.47M as of Q1 2026.
Vermillion & White Wealth Management Group bought 162 Microsoft shares in Q1 2026, an estimated $67.8K.
Microsoft made up 0.85% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #17 holding.
Vermillion & White Wealth Management Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's Microsoft position peaked at $1.86M in Q3 2025.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.