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Western Wealth Management’s Microsoft MSFT Stock Holding History

Western 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 		$41.8M Buy
112,983
+22,875
+25% +$9.57M 1.59% 7
2025
Q4 		$43.6M Buy
90,108
+7,617
+9% +$3.82M 2.01% 8
2025
Q3 		$42.7M Buy
82,491
+2,280
+3% +$1.16M 2.25% 7
2025
Q2 		$39.9M Buy
80,211
+846
+1% +$367K 2.37% 7
2025
Q1 		$29.8M Sell
79,365
-1,459
-2% -$595K 1.97% 6
2024
Q4 		$34.1M Sell
80,824
-14,089
-15% -$6M 2.22% 7
2024
Q3 		$40.8M Buy
94,913
+18,835
+25% +$8.05M 2.33% 4
2024
Q2 		$34M Buy
76,078
+2,956
+4% +$1.25M 2.52% 4
2024
Q1 		$30.8M Sell
73,122
-19,036
-21% -$7.71M 2.39% 4
2023
Q4 		$34.7M Buy
92,158
+2,563
+3% +$912K 2.5% 4
2023
Q3 		$28.3M Buy
89,595
+2,797
+3% +$924K 2.39% 4
2023
Q2 		$29.6M Buy
86,798
+1,031
+1% +$323K 2.52% 4
2023
Q1 		$24.7M Buy
85,767
+4,157
+5% +$1.06M 2.3% 3
2022
Q4 		$19.6M Sell
81,610
-65,687
-45% -$15.8M 2% 3
2022
Q3 		$34.3M Buy
147,297
+6,576
+5% +$1.74M 1.97% 4
2022
Q2 		$36.3M Sell
140,721
-170
-0.1% -$46.1K 2.08% 5
2022
Q1 		$43.4M Buy
140,891
+79,142
+128% +$23.8M 2.11% 4
2021
Q4 		$20.8M Buy
+61,749
New +$20M 2.05% 7
2021
Q2 		$17.9M Buy
66,106
+12,486
+23% +$3.17M 1.84% 7
2021
Q1 		$12.6M Buy
53,620
+2,357
+5% +$547K 1.7% 7
2020
Q4 		$11.4M Sell
51,263
-2,682
-5% -$577K 1.67% 7
2020
Q3 		$11.3M Sell
53,945
-1,378
-2% -$289K 1.85% 7
2020
Q2 		$11.3M Buy
55,323
+3,716
+7% +$675K 2.04% 5
2020
Q1 		$8.03M Buy
51,607
+254
+0.5% +$41.8K 1.84% 9
2019
Q4 		$8.01M Buy
51,353
+7,606
+17% +$1.12M 1.21% 23
2019
Q3 		$6.08M Sell
43,747
-13,815
-24% -$1.9M 1.27% 15
2019
Q2 		$7.45M Buy
57,562
+16,104
+39% +$2.04M 0.98% 26
2019
Q1 		$4.9M Buy
41,458
+1,222
+3% +$133K 1.09% 17
2018
Q4 		$4.09M Buy
+40,236
New +$4.31M 1.1% 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

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

Western Wealth Management increased its Microsoft (MSFT) stake by 25% in Q1 2026, buying an estimated $9.57M and bringing the position to 112,983 shares worth $41.8M. The position accounts for 1.59% of the portfolio, ranked #7.

Western Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 29 quarters since. The position peaked at $43.6M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Western Wealth Management held 112,983 shares of Microsoft worth $41.8M as of Q1 2026.
  • Western Wealth Management bought 22,875 Microsoft shares in Q1 2026, an estimated $9.57M.
  • Microsoft made up 1.59% of Western Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Western Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Microsoft position peaked at $43.6M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.