Alpha Family Trust’s Microsoft MSFT Stock Holding History

Alpha Family Trust’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	$11.9M	Sell	32,070 -1,035	-3%	-$433K	5.76%	4
2025 Q4	$16M	Hold	33,105	–	–	7.29%	4
2025 Q3	$17.1M	Hold	33,105	–	–	8.04%	2
2025 Q2	$16.5M	Buy	33,105 +1,033	+3%	+$449K	8.15%	2
2025 Q1	$12M	Buy	32,072 +2	+0%	+$815	7.03%	3
2024 Q4	$13.5M	Hold	32,070	–	–	7.59%	4
2024 Q3	$13.8M	Hold	32,070	–	–	7.71%	3
2024 Q2	$14.3M	Hold	32,070	–	–	8.4%	2
2024 Q1	$13.5M	Hold	32,070	–	–	8.16%	2
2023 Q4	$12.1M	Sell	32,070 -1,830	-5%	-$651K	8.14%	1
2023 Q3	$10.7M	Sell	33,900 -1,925	-5%	-$636K	8.15%	2
2023 Q2	$12.2M	Hold	35,825	–	–	8.52%	3
2023 Q1	$10.3M	Hold	35,825	–	–	8.18%	4
2022 Q4	$8.59M	Sell	35,825 -32,441	-48%	-$7.79M	7.76%	3
2022 Q3	$15.9M	Buy	68,266 +2,300	+3%	+$607K	12.02%	2
2022 Q2	$16.9M	Sell	65,966 -28,075	-30%	-$7.62M	10.79%	2
2022 Q1	$29M	Hold	94,041	–	–	11.76%	2
2021 Q4	$31.6M	Buy	94,041 +39,845	+74%	+$12.9M	8.87%	4
2021 Q3	$15.3M	Hold	54,196	–	–	4.95%	8
2021 Q2	$14.7M	Hold	54,196	–	–	4.62%	9
2021 Q1	$12.8M	Hold	54,196	–	–	5.92%	6
2020 Q4	$12.1M	Buy	+54,196	New	+$11.7M	7.52%	5

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha Family Trust's MSFT Position: Q1 2026 in Review

Alpha Family Trust reduced its Microsoft (MSFT) stake by 3.1% in Q1 2026, selling an estimated $433K and leaving 32,070 shares worth $11.9M. The position accounts for 5.76% of the portfolio, ranked #4.

Alpha Family Trust first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $31.6M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Alpha Family Trust held 32,070 shares of Microsoft worth $11.9M as of Q1 2026.
Alpha Family Trust sold 1,035 Microsoft shares in Q1 2026, an estimated $433K.
Microsoft made up 5.76% of Alpha Family Trust's portfolio in Q1 2026, its #4 holding.
Alpha Family Trust first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
Alpha Family Trust's Microsoft position peaked at $31.6M in Q4 2021.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.