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Windle Wealth’s Microsoft MSFT Stock Holding History

Windle Wealth’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 		$9.44M Buy
25,500
+3,176
+14% +$1.33M 3.99% 10
2025
Q4 		$10.8M Sell
22,324
-127
-0.6% -$63.6K 4.84% 3
2025
Q3 		$11.6M Sell
22,451
-28
-0.1% -$14.3K 5.2% 2
2025
Q2 		$11.2M Buy
22,479
+185
+0.8% +$80.3K 5.47% 2
2025
Q1 		$8.37M Buy
22,294
+1,038
+5% +$423K 4.31% 8
2024
Q4 		$8.96M Buy
21,256
+908
+4% +$387K 4.96% 3
2024
Q3 		$8.76M Buy
20,348
+739
+4% +$316K 4.76% 4
2024
Q2 		$8.76M Sell
19,609
-359
-2% -$152K 5.34% 3
2024
Q1 		$8.4M Sell
19,968
-686
-3% -$278K 5.35% 1
2023
Q4 		$7.77M Sell
20,654
-1,653
-7% -$588K 5.45% 1
2023
Q3 		$7.04M Sell
22,307
-3,024
-12% -$999K 5.25% 1
2023
Q2 		$8.63M Sell
25,331
-540
-2% -$169K 6.23% 1
2023
Q1 		$7.46M Buy
25,871
+650
+3% +$166K 5.53% 1
2022
Q4 		$6.05M Buy
+25,221
New +$6.05M 4.72% 5

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

Windle Wealth's MSFT Position: Q1 2026 in Review

Windle Wealth increased its Microsoft (MSFT) stake by 14% in Q1 2026, buying an estimated $1.33M and bringing the position to 25,500 shares worth $9.44M. The position accounts for 3.99% of the portfolio, ranked #10.

Windle Wealth first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.6M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Windle Wealth held 25,500 shares of Microsoft worth $9.44M as of Q1 2026.
  • Windle Wealth bought 3,176 Microsoft shares in Q1 2026, an estimated $1.33M.
  • Microsoft made up 3.99% of Windle Wealth's portfolio in Q1 2026, its #10 holding.
  • Windle Wealth first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Windle Wealth's Microsoft position peaked at $11.6M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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