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Wilkinson Global Asset Management’s Microsoft MSFT Stock Holding History

Wilkinson Global Asset 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 		$79.8M Sell
215,538
-13,265
-6% -$5.55M 6.08% 6
2025
Q4 		$111M Sell
228,803
-15,996
-7% -$8.02M 7.56% 3
2025
Q3 		$127M Sell
244,799
-9,747
-4% -$4.97M 7.98% 1
2025
Q2 		$127M Sell
254,546
-16,970
-6% -$7.37M 7.96% 1
2025
Q1 		$102M Sell
271,516
-3,995
-1% -$1.63M 6.37% 3
2024
Q4 		$116M Sell
275,511
-2,105
-0.8% -$897K 7.14% 2
2024
Q3 		$119M Sell
277,616
-17,550
-6% -$7.5M 7.2% 2
2024
Q2 		$132M Sell
295,166
-5,302
-2% -$2.24M 8.25% 1
2024
Q1 		$126M Sell
300,468
-15,285
-5% -$6.19M 7.95% 1
2023
Q4 		$119M Sell
315,753
-1,556
-0.5% -$554K 8.19% 1
2023
Q3 		$100M Sell
317,309
-2,169
-0.7% -$717K 7.68% 2
2023
Q2 		$109M Sell
319,478
-6,206
-2% -$1.95M 8.28% 1
2023
Q1 		$93.9M Sell
325,684
-7,225
-2% -$1.84M 7.43% 2
2022
Q4 		$79.8M Sell
332,909
-4,923
-1% -$1.18M 6.64% 2
2022
Q3 		$78.7M Sell
337,832
-7,990
-2% -$2.11M 7.09% 3
2022
Q2 		$88.8M Sell
345,822
-13,767
-4% -$3.74M 7.57% 1
2022
Q1 		$111M Sell
359,589
-34,400
-9% -$10.3M 7.14% 2
2021
Q4 		$133M Sell
393,989
-31,929
-7% -$10.4M 7.34% 2
2021
Q3 		$120M Sell
425,918
-9,363
-2% -$2.72M 7.31% 1
2021
Q2 		$118M Buy
435,281
+2,322
+0.5% +$590K 6.96% 1
2021
Q1 		$102M Buy
+432,959
New +$100M 6.46% 1

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

Wilkinson Global Asset Management's MSFT Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its Microsoft (MSFT) stake by 5.8% in Q1 2026, selling an estimated $5.55M and leaving 215,538 shares worth $79.8M. The position accounts for 6.08% of the portfolio, ranked #6.

Wilkinson Global Asset Management first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $133M in Q4 2021. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wilkinson Global Asset Management held 215,538 shares of Microsoft worth $79.8M as of Q1 2026.
  • Wilkinson Global Asset Management sold 13,265 Microsoft shares in Q1 2026, an estimated $5.55M.
  • Microsoft made up 6.08% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #6 holding.
  • Wilkinson Global Asset Management first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
  • Wilkinson Global Asset Management's Microsoft position peaked at $133M in Q4 2021.
  • 6,191 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.