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Westshore Wealth’s Microsoft MSFT Stock Holding History

Westshore Wealth’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 		$2.04M Sell
5,511
-662
-11% -$277K 0.72% 22
2025
Q4 		$2.99M Sell
6,173
-592
-9% -$297K 0.99% 20
2025
Q3 		$3.5M Sell
6,765
-1
-0% -$510 1.2% 17
2025
Q2 		$3.37M Buy
6,766
+3
+0% +$1.3K 1.29% 16
2025
Q1 		$2.54M Sell
6,763
-15
-0.2% -$6.12K 1.07% 15
2024
Q4 		$2.86M Buy
6,778
+4
+0.1% +$1.7K 1.16% 15
2024
Q3 		$2.91M Buy
6,774
+104
+2% +$44.5K 1.19% 15
2024
Q2 		$2.98M Sell
6,670
-97
-1% -$41K 1.24% 15
2024
Q1 		$2.85M Buy
6,767
+104
+2% +$42.1K 1.18% 15
2023
Q4 		$2.51M Sell
6,663
-99
-1% -$35.2K 1.16% 14
2023
Q3 		$2.14M Sell
6,762
-306
-4% -$101K 1.19% 12
2023
Q2 		$2.41M Buy
7,068
+382
+6% +$120K 1.23% 14
2023
Q1 		$1.93M Buy
6,686
+78
+1% +$19.9K 1.01% 14
2022
Q4 		$1.58M Buy
6,608
+6
+0.1% +$1.44K 0.9% 16
2022
Q3 		$1.54M Sell
6,602
-167
-2% -$44.1K 1.06% 11
2022
Q2 		$1.74M Buy
6,769
+198
+3% +$53.7K 1.13% 11
2022
Q1 		$2.03M Buy
6,571
+531
+9% +$160K 1.36% 11
2021
Q4 		$2.03M Buy
6,040
+55
+0.9% +$17.8K 1.39% 11
2021
Q3 		$1.69M Sell
5,985
-9,892
-62% -$2.88M 1.36% 11
2021
Q2 		$4.3M Buy
15,877
+367
+2% +$93.3K 2.21% 11
2021
Q1 		$3.66M Buy
+15,510
New +$3.6M 2.09% 10
2019
Q4 		$820K Buy
+5,202
New +$764K 0.9% 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

Westshore Wealth's MSFT Position: Q1 2026 in Review

Westshore Wealth reduced its Microsoft (MSFT) stake by 11% in Q1 2026, selling an estimated $277K and leaving 5,511 shares worth $2.04M. The position accounts for 0.72% of the portfolio, ranked #22.

Westshore Wealth first reported a position in MSFT in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.3M in Q2 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Westshore Wealth held 5,511 shares of Microsoft worth $2.04M as of Q1 2026.
  • Westshore Wealth sold 662 Microsoft shares in Q1 2026, an estimated $277K.
  • Microsoft made up 0.72% of Westshore Wealth's portfolio in Q1 2026, its #22 holding.
  • Westshore Wealth first reported a position in Microsoft in Q4 2019 and has held it in 22 quarters since.
  • Westshore Wealth's Microsoft position peaked at $4.3M in Q2 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.