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
2020 Q4	–	Sell	-600	Closed	-$4K	–	485
2020 Q3	$4K	Buy	+600	New	+$126K	﹤0.01%	444
2019 Q3	–	Sell	-500	Closed	-$1K	–	411
2019 Q2	$1K	Buy	+500	New	+$63.5K	﹤0.01%	402
2019 Q1	–	Sell	-500	Closed	-$1K	–	393
2018 Q4	$1K	Buy	+500	New	+$53.6K	﹤0.01%	350

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

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.