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Wedgewood Partners’s Microsoft MSFT Stock Holding History

Wedgewood Partners’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 		$27.4M Sell
73,919
-3,577
-5% -$1.5M 5.65% 6
2025
Q4 		$37.5M Sell
77,496
-1,712
-2% -$858K 7% 5
2025
Q3 		$41M Buy
79,208
+2,603
+3% +$1.33M 7.49% 5
2025
Q2 		$41M Sell
76,605
-556
-0.7% -$241K 7.96% 3
2025
Q1 		$34.9M Buy
77,161
+11,942
+18% +$4.87M 7.04% 5
2024
Q4 		$27.5M Sell
65,219
-2,665
-4% -$1.14M 5.41% 10
2024
Q3 		$28.9M Sell
67,884
-1,086
-2% -$464K 5.24% 11
2024
Q2 		$28.1M Sell
68,970
-1,645
-2% -$695K 5.73% 8
2024
Q1 		$29.9M Sell
70,615
-1,091
-2% -$442K 5.98% 8
2023
Q4 		$29.1M Sell
71,706
-1,966
-3% -$700K 6.13% 7
2023
Q3 		$23.3M Sell
73,672
-39,903
-35% -$13.2M 5.57% 9
2023
Q2 		$38.7M Sell
113,575
-5,040
-4% -$1.58M 6.24% 6
2023
Q1 		$34.2M Sell
118,615
-14,969
-11% -$3.82M 5.8% 9
2022
Q4 		$32M Sell
133,584
-4,402
-3% -$1.06M 5.89% 6
2022
Q3 		$32.1M Sell
137,986
-3,240
-2% -$856K 6.05% 5
2022
Q2 		$36.3M Sell
141,226
-853
-0.6% -$232K 6.27% 3
2022
Q1 		$43.8M Buy
142,079
+12,050
+9% +$3.63M 6.18% 6
2021
Q4 		$43.7M Sell
130,029
-2,019
-2% -$655K 5.81% 7
2021
Q3 		$37.2M Sell
132,048
-1,288
-1% -$375K 5.25% 8
2021
Q2 		$36.1M Sell
133,336
-7,435
-5% -$1.89M 5.23% 8
2021
Q1 		$33.2M Sell
140,771
-6,827
-5% -$1.58M 5.11% 8
2020
Q4 		$32.8M Sell
147,598
-13,098
-8% -$2.82M 4.88% 9
2020
Q3 		$33.8M Buy
160,696
+79,400
+98% +$16.7M 5.35% 9
2020
Q2 		$16.5M Sell
81,296
-2,653
-3% -$482K 2.8% 16
2020
Q1 		$13.2M Buy
+83,949
New +$13.8M 2.51% 18

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

Wedgewood Partners's MSFT Position: Q1 2026 in Review

Wedgewood Partners reduced its Microsoft (MSFT) stake by 4.6% in Q1 2026, selling an estimated $1.5M and leaving 73,919 shares worth $27.4M. The position accounts for 5.65% of the portfolio, ranked #6.

Wedgewood Partners first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $43.8M in Q1 2022. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wedgewood Partners held 73,919 shares of Microsoft worth $27.4M as of Q1 2026.
  • Wedgewood Partners sold 3,577 Microsoft shares in Q1 2026, an estimated $1.5M.
  • Microsoft made up 5.65% of Wedgewood Partners's portfolio in Q1 2026, its #6 holding.
  • Wedgewood Partners first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Wedgewood Partners's Microsoft position peaked at $43.8M in Q1 2022.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wedgewood Partners's 13F filing for Q1 2026, filed 15 May 2026.