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Watts Gwilliam & Co’s Microsoft MSFT Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$27.8M Sell
53,674
-70
-0.1% -$35.7K 4.49% 2
2025
Q2 		$27.3M Buy
53,744
+5,670
+12% +$2.46M 4.49% 2
2025
Q1 		$18M Buy
48,074
+4,803
+11% +$1.96M 3.91% 5
2024
Q4 		$18.3M Sell
43,271
-604
-1% -$257K 3.86% 4
2024
Q3 		$18.2M Buy
+43,875
New +$18.8M 3.97% 4
2024
Q1 		$16.2M Buy
+38,864
New +$15.7M 5% 4

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Watts Gwilliam & Co's MSFT Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its Microsoft (MSFT) stake by 0.13% in Q3 2025, selling an estimated $35.7K and leaving 53,674 shares worth $27.8M. The position accounts for 4.49% of the portfolio, ranked #2.

Watts Gwilliam & Co first reported a position in MSFT in Q1 2024 and has held it in 6 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Watts Gwilliam & Co held 53,674 shares of Microsoft worth $27.8M as of Q3 2025.
  • Watts Gwilliam & Co sold 70 Microsoft shares in Q3 2025, an estimated $35.7K.
  • Microsoft made up 4.49% of Watts Gwilliam & Co's portfolio in Q3 2025, its #2 holding.
  • Watts Gwilliam & Co first reported a position in Microsoft in Q1 2024 and has held it in 6 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.