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Wimmer Associates 1’s Microsoft MSFT Stock Holding History

Wimmer Associates 1’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 		$9.15M Sell
24,719
-221
-0.9% -$92.5K 4.47% 5
2025
Q4 		$12.1M Sell
24,940
-369
-1% -$185K 5.61% 2
2025
Q3 		$13.1M Sell
25,309
-376
-1% -$192K 6.3% 2
2025
Q2 		$12.8M Sell
25,685
-132
-0.5% -$57.3K 6.53% 1
2025
Q1 		$11.6M Sell
25,817
-1,038
-4% -$423K 6.12% 2
2024
Q4 		$11.3M Sell
26,855
-302
-1% -$129K 5.6% 2
2024
Q3 		$11.7M Sell
27,157
-159
-0.6% -$68K 5.72% 2
2024
Q2 		$12.2M Sell
27,316
-330
-1% -$139K 6.26% 2
2024
Q1 		$11.6M Sell
27,646
-55
-0.2% -$22.3K 6.12% 1
2023
Q4 		$10.4M Buy
27,701
+265
+1% +$94.3K 5.88% 2
2023
Q3 		$8.66M Buy
27,436
+606
+2% +$200K 5.41% 2
2023
Q2 		$9.14M Sell
26,830
-370
-1% -$116K 5.5% 2
2023
Q1 		$8.42M Sell
27,200
-1,522
-5% -$388K 5.38% 2
2022
Q4 		$6.89M Sell
28,722
-79
-0.3% -$19K 4.55% 3
2022
Q3 		$6.69M Sell
28,801
-477
-2% -$126K 4.43% 3
2022
Q2 		$7.52M Buy
29,278
+406
+1% +$110K 4.9% 2
2022
Q1 		$8.9M Buy
28,872
+98
+0.3% +$29.5K 4.95% 2
2021
Q4 		$9.68M Buy
28,774
+702
+3% +$228K 5.19% 2
2021
Q3 		$7.91M Sell
28,072
-813
-3% -$237K 4.69% 2
2021
Q2 		$7.83M Sell
28,885
-1,854
-6% -$471K 4.59% 2
2021
Q1 		$7.25M Buy
30,739
+2,107
+7% +$489K 3.94% 3
2020
Q4 		$6.37M Sell
28,632
-2,064
-7% -$444K 3.8% 3
2020
Q3 		$6.46M Buy
30,696
+2,337
+8% +$491K 4.35% 3
2020
Q2 		$5.91M Sell
28,359
-1,983
-7% -$360K 4.59% 2
2020
Q1 		$4.79M Buy
30,342
+4,457
+17% +$733K 4.45% 2
2019
Q4 		$4.08M Sell
25,885
-39
-0.2% -$5.73K 3.27% 5
2019
Q3 		$3.6M Sell
25,924
-98
-0.4% -$13.5K 3.14% 6
2019
Q2 		$3.49M Sell
26,022
-687
-3% -$87.2K 3.05% 5
2019
Q1 		$3.15M Sell
26,709
-3
-0% -$327 2.79% 6
2018
Q4 		$2.71M Buy
26,712
+123
+0.5% +$13.2K 2.69% 6
2018
Q3 		$3.04M Sell
26,589
-213
-0.8% -$23.1K 2.53% 8
2018
Q2 		$2.64M Buy
26,802
+98
+0.4% +$9.5K 2.36% 9
2018
Q1 		$2.44M Sell
26,704
-138
-0.5% -$12.6K 2.15% 10
2017
Q4 		$2.3M Buy
26,842
+283
+1% +$23.2K 2.07% 11
2017
Q3 		$1.98M Sell
26,559
-1,296
-5% -$94.7K 1.82% 15
2017
Q2 		$1.92M Buy
27,855
+2,008
+8% +$138K 1.77% 18
2017
Q1 		$1.7M Buy
25,847
+3,469
+16% +$222K 1.59% 24
2016
Q4 		$1.39M Buy
22,378
+3
+0% +$180 1.29% 28
2016
Q3 		$1.29M Sell
22,375
-196
-0.9% -$11.1K 1.16% 34
2016
Q2 		$1.16M Buy
22,571
+1,681
+8% +$87.4K 1.03% 37
2016
Q1 		$1.15M Buy
20,890
+4,049
+24% +$212K 1.06% 38
2015
Q4 		$934K Buy
+16,841
New +$886K 0.98% 40

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

Wimmer Associates 1's MSFT Position: Q1 2026 in Review

Wimmer Associates 1 reduced its Microsoft (MSFT) stake by 0.89% in Q1 2026, selling an estimated $92.5K and leaving 24,719 shares worth $9.15M. The position accounts for 4.47% of the portfolio, ranked #5.

Wimmer Associates 1 first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.1M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wimmer Associates 1 held 24,719 shares of Microsoft worth $9.15M as of Q1 2026.
  • Wimmer Associates 1 sold 221 Microsoft shares in Q1 2026, an estimated $92.5K.
  • Microsoft made up 4.47% of Wimmer Associates 1's portfolio in Q1 2026, its #5 holding.
  • Wimmer Associates 1 first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
  • Wimmer Associates 1's Microsoft position peaked at $13.1M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.