West Family Investments’s Microsoft MSFT Stock Holding History

West Family 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	$7.08M	Sell	19,119 -12,568	-40%	-$5.26M	2.48%	7
2025 Q4	$15.3M	Sell	31,687 -2,174	-6%	-$1.09M	3.6%	4
2025 Q3	$17.5M	Buy	33,861 +811	+2%	+$414K	3.92%	4
2025 Q2	$16.4M	Buy	33,050 +10,820	+49%	+$4.7M	4.29%	3
2025 Q1	$8.34M	Buy	22,230 +519	+2%	+$212K	3.14%	6
2024 Q4	$9.15M	Sell	21,711 -864	-4%	-$368K	3.19%	7
2024 Q3	$9.71M	Buy	22,575 +3,882	+21%	+$1.66M	3.31%	6
2024 Q2	$8.35M	Buy	18,693 +409	+2%	+$173K	2.5%	7
2024 Q1	$7.69M	Buy	18,284 +1,556	+9%	+$630K	2.39%	7
2023 Q4	$6.29M	Buy	16,728 +298	+2%	+$106K	2.13%	12
2023 Q3	$5.19M	Sell	16,430 -534	-3%	-$176K	1.81%	15
2023 Q2	$5.78M	Buy	16,964 +688	+4%	+$216K	2.25%	11
2023 Q1	$4.69M	Buy	16,276 +1,009	+7%	+$257K	1.86%	16
2022 Q4	$3.66M	Sell	15,267 -4,185	-22%	-$1M	1.25%	20
2022 Q3	$4.53M	Buy	19,452 +18	+0.1%	+$4.75K	1.89%	15
2022 Q2	$4.99M	Sell	19,434 -1,821	-9%	-$494K	1.97%	10
2022 Q1	$6.55M	Buy	21,255 +187	+0.9%	+$56.3K	1.86%	8
2021 Q4	$7.09M	Sell	21,068 -2,540	-11%	-$823K	1.93%	11
2021 Q3	$6.66M	Buy	23,608 +2,152	+10%	+$626K	1.73%	12
2021 Q2	$5.81M	Buy	+21,456	New	+$5.45M	1.57%	8
2020 Q3	–	Sell	-42,400	Closed	-$6.69M	–	103
2020 Q2	$6.69M	Hold	42,400	–	–	1.62%	18
2020 Q1	$6.69M	Hold	42,400	–	–	2.66%	8
2019 Q4	$6.69M	Hold	42,400	–	–	1.62%	18
2019 Q3	$5.89M	Hold	42,400	–	–	1.46%	22
2019 Q2	$5.68M	Hold	42,400	–	–	1.43%	22
2019 Q1	$5M	Hold	42,400	–	–	1.25%	24
2018 Q4	$4.31M	Hold	42,400	–	–	1.11%	27
2018 Q3	$4.85M	Hold	42,400	–	–	1.15%	26
2018 Q2	$4.18M	Hold	42,400	–	–	1.03%	28
2018 Q1	$3.87M	Hold	42,400	–	–	1.02%	29
2017 Q4	$3.63M	Hold	42,400	–	–	0.93%	32
2017 Q3	$3.16K	Hold	42,400	–	–	0.38%	33
2017 Q2	$2.17M	Hold	42,400	–	–	0.48%	43
2017 Q1	$2.79M	Hold	42,400	–	–	0.54%	38
2016 Q4	$2.63M	Hold	42,400	–	–	0.46%	41
2016 Q3	$2.44M	Hold	42,400	–	–	0.45%	44
2016 Q2	$2.17M	Hold	42,400	–	–	0.4%	50
2016 Q1	$2.34M	Hold	42,400	–	–	0.38%	47
2015 Q4	$2.35M	Hold	42,400	–	–	0.6%	42
2015 Q3	$1.88M	Hold	42,400	–	–	0.39%	43
2015 Q2	$1.87M	Hold	42,400	–	–	0.4%	45
2015 Q1	$1.72M	Hold	42,400	–	–	0.35%	49
2014 Q4	$1.97M	Hold	42,400	–	–	0.39%	43
2014 Q3	$1.97M	Sell	42,400 -55,600	-57%	-$2.48M	0.41%	43
2014 Q2	$4.09M	Sell	98,000 -213,200	-69%	-$8.63M	0.85%	24
2014 Q1	$12.8M	Sell	311,200 -18,800	-6%	-$706K	2.79%	9
2013 Q4	$12.3M	Hold	330,000	–	–	2.84%	9
2013 Q3	$11M	Hold	330,000	–	–	2.78%	10
2013 Q2	$11.4M	Buy	+330,000	New	+$10.8M	3.02%	8

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

West Family Investments's MSFT Position: Q1 2026 in Review

West Family Investments reduced its Microsoft (MSFT) stake by 40% in Q1 2026, selling an estimated $5.26M and leaving 19,119 shares worth $7.08M. The position accounts for 2.48% of the portfolio, ranked #7.

West Family Investments first reported a position in MSFT in Q2 2013 and has held it in 49 quarters since. The position peaked at $17.5M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

West Family Investments held 19,119 shares of Microsoft worth $7.08M as of Q1 2026.
West Family Investments sold 12,568 Microsoft shares in Q1 2026, an estimated $5.26M.
Microsoft made up 2.48% of West Family Investments's portfolio in Q1 2026, its #7 holding.
West Family Investments first reported a position in Microsoft in Q2 2013 and has held it in 49 quarters since.
West Family Investments's Microsoft position peaked at $17.5M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.