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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
2017
Q1 		– Sell
-300
Closed -$367K – 105
2016
Q4 		$367K Hold
300
– – 0.06% 94
2016
Q3 		$242K Hold
300
– – 0.04% 98
2016
Q2 		$120K Buy
+300
New +$15.6K 0.02% 113
2015
Q3 		– Sell
-500
Closed -$2K – 118
2015
Q2 		$2K Hold
500
– – ﹤0.01% 110
2015
Q1 		$5K Buy
+500
New +$21.8K ﹤0.01% 115

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 6,195 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.
  • 6,195 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.