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Wilson & Boucher Capital Management’s Microsoft MSFT Stock Holding History

Wilson & Boucher Capital 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 		$2.87M Sell
7,760
-111
-1% -$46.4K 1.91% 12
2025
Q4 		$3.81M Sell
7,871
-110
-1% -$55.1K 2.5% 7
2025
Q3 		$4.13M Sell
7,981
-99
-1% -$50.5K 2.72% 8
2025
Q2 		$4.02M Sell
8,080
-92
-1% -$40K 2.8% 7
2025
Q1 		$3.07M Sell
8,172
-287
-3% -$117K 2.29% 10
2024
Q4 		$3.57M Sell
8,459
-134
-2% -$57.1K 2.53% 7
2024
Q3 		$3.7M Sell
8,593
-108
-1% -$46.2K 2.55% 8
2024
Q2 		$3.89M Buy
8,701
+8
+0.1% +$3.38K 2.98% 6
2024
Q1 		$3.66M Buy
8,693
+165
+2% +$66.8K 2.88% 6
2023
Q4 		$3.21M Buy
8,528
+90
+1% +$32K 2.7% 7
2023
Q3 		$2.66M Sell
8,438
-94
-1% -$31.1K 2.53% 7
2023
Q2 		$2.91M Sell
8,532
-70
-0.8% -$21.9K 2.62% 7
2023
Q1 		$2.48M Buy
8,602
+155
+2% +$39.5K 2.38% 8
2022
Q4 		$2.03M Sell
8,447
-100
-1% -$24K 2.08% 13
2022
Q3 		$1.99M Sell
8,547
-174
-2% -$45.9K 2.32% 8
2022
Q2 		$2.24M Sell
8,721
-157
-2% -$42.6K 2.46% 8
2022
Q1 		$2.74M Buy
8,878
+201
+2% +$60.5K 2.48% 7
2021
Q4 		$2.92M Buy
+8,677
New +$2.81M 2.63% 7

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

Wilson & Boucher Capital Management's MSFT Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Microsoft (MSFT) stake by 1.4% in Q1 2026, selling an estimated $46.4K and leaving 7,760 shares worth $2.87M. The position accounts for 1.91% of the portfolio, ranked #12.

Wilson & Boucher Capital Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.13M in Q3 2025. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wilson & Boucher Capital Management held 7,760 shares of Microsoft worth $2.87M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 111 Microsoft shares in Q1 2026, an estimated $46.4K.
  • Microsoft made up 1.91% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #12 holding.
  • Wilson & Boucher Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's Microsoft position peaked at $4.13M in Q3 2025.
  • 6,191 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.