Destination Wealth Management / MSFT
Destination Wealth Management’s Microsoft Corp Position
Does Destination Wealth Management own Microsoft Corp (MSFT)? Yes — 197.8K shares worth $73M (+1.90% of its 13F portfolio) as of Q1 2026, up from 187.7K shares the prior filed quarter.
Position Value
$73M
Q1 2026
Shares
197.8K
% of Portfolio
+1.90%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 197.8K | $73M | +1.90% |
| Q4 2025 | 187.7K | $91M | +2.37% |
| Q3 2025 | 176.5K | $91M | +2.52% |
| Q2 2025 | 175.8K | $87M | +2.56% |
| Q1 2025 | 143.5K | $54M | +1.70% |
| Q4 2024 | 140.6K | $59M | +1.85% |
| Q3 2024 | 141.6K | $61M | +1.89% |
| Q2 2024 | 141.6K | $63M | +2.09% |
| Q1 2024 | 147.8K | $62M | +2.07% |
| Q4 2023 | 152.2K | $57M | +1.98% |
| Q3 2023 | 158.3K | $50M | +1.94% |
| Q2 2023 | 165.4K | $56M | +2.10% |
| Q1 2023 | 175.8K | $51M | +1.92% |
| Q4 2022 | 169.7K | $41M | +1.62% |
| Q3 2022 | 174.2K | $41M | +1.71% |
| Q2 2022 | 173.2K | $44M | +1.79% |
| Q1 2022 | 176.4K | $54M | +2.02% |
| Q4 2021 | 174.8K | $59M | +2.08% |
| Q3 2021 | 172.6K | $49M | +1.89% |
| Q2 2021 | 170.9K | $46M | +1.79% |
| Q1 2021 | 169.1K | $40M | +1.65% |
| Q4 2020 | 165.4K | $37M | +1.60% |
| Q3 2020 | 160.2K | $34M | +1.71% |
| Q2 2020 | 163.6K | $33M | +1.80% |
| Q1 2020 | 157.7K | $25M | +1.52% |
| Q4 2019 | 17.4K | $3M | +0.14% |
| Q3 2019 | 15.9K | $2M | +0.12% |
| Q2 2019 | 16.0K | $2M | +0.12% |
| Q1 2019 | 13.6K | $2M | +0.09% |
| Q4 2018 | 13.2K | $1M | +0.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Destination Wealth Management’s full portfolio or all institutional holders of MSFT.