WHCI
MSFT icon

W.H. Cornerstone Investments’s Microsoft MSFT Stock Holding History

W.H. Cornerstone Investments’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 		$4.62M Sell
12,492
-821
-6% -$344K 2.89% 9
2025
Q4 		$6.44M Sell
13,313
-23
-0.2% -$11.5K 3.88% 6
2025
Q3 		$6.91M Sell
13,336
-1,017
-7% -$519K 4.21% 4
2025
Q2 		$7.14M Buy
14,353
+2
+0% +$869 4.53% 2
2025
Q1 		$5.39M Sell
14,351
-154
-1% -$62.8K 3.72% 6
2024
Q4 		$6.11M Sell
14,505
-613
-4% -$261K 4.08% 6
2024
Q3 		$6.5M Sell
15,118
-180
-1% -$76.9K 4.39% 5
2024
Q2 		$6.84M Buy
15,298
+77
+0.5% +$32.5K 4.85% 2
2024
Q1 		$6.4M Sell
15,221
-153
-1% -$61.9K 4.62% 2
2023
Q4 		$5.78M Buy
15,374
+400
+3% +$142K 4.58% 4
2023
Q3 		$4.73M Buy
14,974
+126
+0.8% +$41.6K 4.16% 3
2023
Q2 		$5.06M Sell
14,848
-234
-2% -$73.3K 4.52% 3
2023
Q1 		$4.35M Buy
15,082
+867
+6% +$221K 3.95% 3
2022
Q4 		$3.4M Sell
14,215
-1,689
-11% -$405K 3.23% 4
2022
Q3 		$3.58M Buy
+15,904
New +$4.2M 3.78% 4

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

W.H. Cornerstone Investments's MSFT Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Microsoft (MSFT) stake by 6.2% in Q1 2026, selling an estimated $344K and leaving 12,492 shares worth $4.62M. The position accounts for 2.89% of the portfolio, ranked #9.

W.H. Cornerstone Investments first reported a position in MSFT in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.14M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • W.H. Cornerstone Investments held 12,492 shares of Microsoft worth $4.62M as of Q1 2026.
  • W.H. Cornerstone Investments sold 821 Microsoft shares in Q1 2026, an estimated $344K.
  • Microsoft made up 2.89% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #9 holding.
  • W.H. Cornerstone Investments first reported a position in Microsoft in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's Microsoft position peaked at $7.14M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.