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Westwood Wealth Management’s Microsoft MSFT Stock Holding History

Westwood 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 		$8.91M Buy
24,061
+21,004
+687% +$8.79M 3.5% 8
2025
Q4 		$1.48M Sell
3,057
-21,840
-88% -$10.9M 1.11% 29
2025
Q3 		$12.9M Sell
24,897
-4,720
-16% -$2.41M 4.73% 6
2025
Q2 		$14.7M Sell
29,617
-262
-0.9% -$114K 4.95% 6
2025
Q1 		$11.2M Buy
29,879
+685
+2% +$279K 4.84% 5
2024
Q4 		$12.3M Sell
29,194
-1,258
-4% -$536K 4.45% 6
2024
Q3 		$13.1M Buy
30,452
+2,830
+10% +$1.21M 5.14% 5
2024
Q2 		$12.3M Buy
27,622
+983
+4% +$415K 4.6% 6
2024
Q1 		$11.2M Buy
26,639
+2,428
+10% +$983K 5.48% 4
2023
Q4 		$9.1M Sell
24,211
-265
-1% -$94.3K 7.02% 4
2023
Q3 		$7.73M Sell
24,476
-1,010
-4% -$334K 5.11% 5
2023
Q2 		$8.68M Buy
25,486
+100
+0.4% +$31.3K 6.11% 4
2023
Q1 		$7.32M Sell
25,386
-530
-2% -$135K 6.52% 4
2022
Q4 		$6.22M Buy
25,916
+2,255
+10% +$541K 7.47% 4
2022
Q3 		$5.51M Sell
23,661
-180
-0.8% -$47.5K 4.95% 8
2022
Q2 		$6.12M Sell
23,841
-5,925
-20% -$1.61M 7.06% 4
2022
Q1 		$9.18K Sell
29,766
-6,689
-18% -$2.01M 3.56% 9
2021
Q4 		$12.3M Buy
+36,455
New +$11.8M 5.23% 6

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

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

Westwood Wealth Management increased its Microsoft (MSFT) stake by 687% in Q1 2026, buying an estimated $8.79M and bringing the position to 24,061 shares worth $8.91M. The position accounts for 3.5% of the portfolio, ranked #8.

Westwood Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.7M in Q2 2025. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Westwood Wealth Management held 24,061 shares of Microsoft worth $8.91M as of Q1 2026.
  • Westwood Wealth Management bought 21,004 Microsoft shares in Q1 2026, an estimated $8.79M.
  • Microsoft made up 3.5% of Westwood Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Westwood Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's Microsoft position peaked at $14.7M in Q2 2025.
  • 6,191 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.