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Wick Capital Partners’s Microsoft MSFT Stock Holding History

Wick Capital Partners’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 		$4.19M Buy
11,311
+4,964
+78% +$2.08M 0.76% 24
2025
Q4 		$3.07M Buy
6,347
+2,504
+65% +$1.25M 0.55% 29
2025
Q3 		$1.99M Buy
3,843
+1,535
+67% +$783K 0.47% 31
2025
Q2 		$2.17M Sell
2,308
-916
-28% -$398K 0.56% 30
2025
Q1 		$1.21M Buy
3,224
+153
+5% +$62.4K 0.36% 35
2024
Q4 		$1.29M Buy
3,071
+194
+7% +$82.6K 0.38% 30
2024
Q3 		$1.24M Sell
2,877
-166
-5% -$71K 0.4% 29
2024
Q2 		$1.36M Buy
+3,043
New +$1.29M 0.47% 26
2024
Q1 		– Sell
-2,032
Closed -$764K – 56
2023
Q4 		$764K Sell
2,032
-53
-3% -$18.9K 0.32% 34
2023
Q3 		$658K Buy
2,085
+102
+5% +$33.7K 0.37% 32
2023
Q2 		$675K Buy
1,983
+234
+13% +$73.3K 0.4% 24
2023
Q1 		$504K Sell
1,749
-1,231
-41% -$314K 0.29% 36
2022
Q4 		$715K Buy
2,980
+95
+3% +$22.8K 0.4% 29
2022
Q3 		$672K Buy
2,885
+1
+0% +$264 0.43% 25
2022
Q2 		$741K Sell
2,884
-2,133
-43% -$579K 0.52% 18
2022
Q1 		$1.55M Sell
5,017
-400
-7% -$120K 1.02% 16
2021
Q4 		$1.82M Buy
+5,417
New +$1.76M 1.41% 12

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

Wick Capital Partners's MSFT Position: Q1 2026 in Review

Wick Capital Partners increased its Microsoft (MSFT) stake by 78% in Q1 2026, buying an estimated $2.08M and bringing the position to 11,311 shares worth $4.19M. The position accounts for 0.76% of the portfolio, ranked #24.

Wick Capital Partners first reported a position in MSFT in Q4 2021 and has held it in 17 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wick Capital Partners held 11,311 shares of Microsoft worth $4.19M as of Q1 2026.
  • Wick Capital Partners bought 4,964 Microsoft shares in Q1 2026, an estimated $2.08M.
  • Microsoft made up 0.76% of Wick Capital Partners's portfolio in Q1 2026, its #24 holding.
  • Wick Capital Partners first reported a position in Microsoft in Q4 2021 and has held it in 17 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.