Welch Capital Partners’s Microsoft MSFT Stock Holding History

Welch Capital 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	$1.16M	Hold	3,137	–	–	0.26%	15
2025 Q4	$1.52M	Hold	3,137	–	–	0.3%	14
2025 Q3	$1.63M	Hold	3,137	–	–	0.33%	13
2025 Q2	$1.56M	Hold	3,137	–	–	0.35%	13
2025 Q1	$1.18M	Hold	3,137	–	–	0.28%	14
2024 Q4	$1.32M	Hold	3,137	–	–	0.29%	14
2024 Q3	$1.35M	Hold	3,137	–	–	0.3%	13
2024 Q2	$1.4M	Buy	3,137 +1,062	+51%	+$449K	0.33%	13
2024 Q1	$873K	Hold	2,075	–	–	0.22%	12
2023 Q4	$780K	Hold	2,075	–	–	0.21%	12
2023 Q3	$655K	Buy	2,075 +185	+10%	+$61.1K	0.19%	13
2023 Q2	$644K	Hold	1,890	–	–	0.18%	12
2023 Q1	$545K	Sell	1,890 -1,490	-44%	-$380K	0.16%	12
2022 Q4	$811K	Hold	3,380	–	–	0.26%	12
2022 Q3	$787K	Hold	3,380	–	–	0.26%	13
2022 Q2	$868K	Hold	3,380	–	–	0.27%	15
2022 Q1	$1.04M	Hold	3,380	–	–	0.25%	15
2021 Q4	$1.14M	Buy	3,380 +1,490	+79%	+$483K	0.25%	16
2021 Q3	$533K	Hold	1,890	–	–	0.13%	15
2021 Q2	$512K	Hold	1,890	–	–	0.12%	16
2021 Q1	$446K	Sell	1,890 -100	-5%	-$23.2K	0.12%	17
2020 Q4	$443K	Hold	1,990	–	–	0.12%	17
2020 Q3	$419K	Hold	1,990	–	–	0.13%	17
2020 Q2	$405K	Hold	1,990	–	–	0.13%	18
2020 Q1	$314K	Hold	1,990	–	–	0.13%	19
2019 Q4	$314K	Hold	1,990	–	–	0.09%	23
2019 Q3	$277K	Hold	1,990	–	–	0.09%	25
2019 Q2	$267K	Hold	1,990	–	–	0.09%	25
2019 Q1	$235K	Hold	1,990	–	–	0.08%	28
2018 Q4	$202K	Hold	1,990	–	–	0.08%	30
2018 Q3	$228K	Buy	+1,990	New	+$216K	0.07%	32

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

Welch Capital Partners's MSFT Position: Q1 2026 in Review

Welch Capital Partners held its Microsoft (MSFT) position steady in Q1 2026 at 3,137 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #15.

Welch Capital Partners first reported a position in MSFT in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.63M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Welch Capital Partners held 3,137 shares of Microsoft worth $1.16M as of Q1 2026.
Welch Capital Partners left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.26% of Welch Capital Partners's portfolio in Q1 2026, its #15 holding.
Welch Capital Partners first reported a position in Microsoft in Q3 2018 and has held it in 31 quarters since.
Welch Capital Partners's Microsoft position peaked at $1.63M in Q3 2025.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.