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Western Pacific Wealth Management’s Microsoft MSFT Stock Holding History

Western Pacific Wealth Management’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 		$4.97M Buy
13,422
+316
+2% +$132K 5.05% 7
2025
Q4 		$6.34M Buy
13,106
+38
+0.3% +$19K 6.14% 6
2025
Q3 		$6.77M Buy
13,068
+47
+0.4% +$24K 6.61% 5
2025
Q2 		$6.48M Buy
13,021
+341
+3% +$148K 6.21% 5
2025
Q1 		$4.76M Sell
12,680
-209
-2% -$85.2K 4.3% 6
2024
Q4 		$5.43M Sell
12,889
-438
-3% -$187K 4.38% 6
2024
Q3 		$5.73M Buy
13,327
+218
+2% +$93.2K 3.81% 6
2024
Q2 		$5.86M Buy
13,109
+106
+0.8% +$44.8K 4.43% 5
2024
Q1 		$5.47M Buy
13,003
+367
+3% +$149K 3.97% 6
2023
Q4 		$4.75M Sell
12,636
-9
-0.1% -$3.2K 3.47% 5
2023
Q3 		$3.99M Hold
12,645
– – 3.28% 6
2023
Q2 		$4.31M Buy
12,645
+173
+1% +$54.2K 3.26% 6
2023
Q1 		$3.6M Buy
12,472
+730
+6% +$186K 2.75% 6
2022
Q4 		$2.82M Buy
11,742
+902
+8% +$216K 2.34% 6
2022
Q3 		$2.52M Buy
10,840
+1,183
+12% +$312K 2.51% 7
2022
Q2 		$2.48M Sell
9,657
-100
-1% -$27.1K 2.42% 6
2022
Q1 		$3.01M Buy
9,757
+18
+0.2% +$5.42K 2.19% 6
2021
Q4 		$3.27M Buy
+9,739
New +$3.16M 2.11% 4

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

Western Pacific Wealth Management's MSFT Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Microsoft (MSFT) stake by 2.4% in Q1 2026, buying an estimated $132K and bringing the position to 13,422 shares worth $4.97M. The position accounts for 5.05% of the portfolio, ranked #7.

Western Pacific Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.77M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Western Pacific Wealth Management held 13,422 shares of Microsoft worth $4.97M as of Q1 2026.
  • Western Pacific Wealth Management bought 316 Microsoft shares in Q1 2026, an estimated $132K.
  • Microsoft made up 5.05% of Western Pacific Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Western Pacific Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Western Pacific Wealth Management's Microsoft position peaked at $6.77M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.