---
title: "Bartlett & CO. Wealth Management LLC Has $364.54 Million Stock Holdings in Microsoft Corporation $MSFT"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294653815.md"
description: "Bartlett & CO. Wealth Management LLC increased its Microsoft stake by 1.0% in Q1, holding $364.54 million worth of shares. Other institutions like MTM Investment and Heartland Bank also boosted their positions. Microsoft recently reported strong earnings with $4.74 EPS and $90.01 billion revenue, beating estimates. The company announced a $0.91 quarterly dividend. Additionally, insiders Amy Coleman and Takeshi Numoto sold shares."
datetime: "2026-08-03T07:13:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294653815.md)
  - [en](https://longbridge.com/en/news/294653815.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294653815.md)
---

# Bartlett & CO. Wealth Management LLC Has $364.54 Million Stock Holdings in Microsoft Corporation $MSFT

Bartlett & CO. Wealth Management LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 984,801 shares of the software giant's stock after purchasing an additional 9,918 shares during the quarter. Microsoft makes up 4.8% of Bartlett & CO. Wealth Management LLC's investment portfolio, making the stock its 3rd largest position. Bartlett & CO. Wealth Management LLC's holdings in Microsoft were worth $364,544,000 as of its most recent filing with the Securities & Exchange Commission.

-   MarketBeat Week in Review – 07/27- 07/31

Other hedge funds and other institutional investors have also recently modified their holdings of the company. MTM Investment Management LLC boosted its position in shares of Microsoft by 2.0% in the first quarter. MTM Investment Management LLC now owns 18,152 shares of the software giant's stock valued at $6,719,000 after acquiring an additional 362 shares during the period. Ranch Capital Advisors Inc. increased its holdings in Microsoft by 0.8% during the 1st quarter. Ranch Capital Advisors Inc. now owns 17,620 shares of the software giant's stock worth $6,522,000 after acquiring an additional 140 shares during the period. Kesler Norman & Wride LLC increased its holdings in Microsoft by 0.7% during the 1st quarter. Kesler Norman & Wride LLC now owns 35,800 shares of the software giant's stock worth $13,252,000 after acquiring an additional 240 shares during the period. Heartland Bank & Trust Co lifted its stake in Microsoft by 38.9% in the 1st quarter. Heartland Bank & Trust Co now owns 39,675 shares of the software giant's stock worth $14,686,000 after purchasing an additional 11,113 shares in the last quarter. Finally, Zhang Financial LLC lifted its stake in Microsoft by 8.1% in the 1st quarter. Zhang Financial LLC now owns 73,448 shares of the software giant's stock worth $27,188,000 after purchasing an additional 5,520 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

## Microsoft Price Performance

Shares of Microsoft stock opened at $464.72 on Monday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a fifty day moving average of $397.99 and a 200-day moving average of $405.45. The stock has a market capitalization of $3.45 trillion, a price-to-earnings ratio of 25.88, a price-to-earnings-growth ratio of 1.48 and a beta of 1.10.

-   Microsoft Just Flipped the AI Spending Narrative Overnight

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm's revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.65 EPS. Equities research analysts expect that Microsoft Corporation will post 19.53 EPS for the current year.

## Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft's payout ratio is currently 20.27%.

## Insider Transactions at Microsoft

-   Palantir’s Earnings Setup Puts Its AI Growth Story Back on Trial Again

In other news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company's stock.

## Analyst Upgrades and Downgrades

Several equities analysts recently commented on MSFT shares. Benchmark restated a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Raymond James Financial cut Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of Microsoft in a research report on Monday, July 20th. Dbs Bank decreased their price objective on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Finally, BNP Paribas Exane decreased their price objective on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research report on Friday, May 1st. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $558.64.

**View Our Latest Stock Report on MSFT**

## More Microsoft News

Here are the key news stories impacting Microsoft this week:

-   Positive Sentiment: **Azure growth exceeded expectations.** Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
-   Positive Sentiment: **The earnings beat was substantial.** Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
-   Positive Sentiment: **AI monetization and financial discipline eased investor concerns.** Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
-   Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
-   Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
-   Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

## Microsoft Profile

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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_This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._

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