Altshuler Shaham’s Microsoft MSFT Stock Holding History

Altshuler Shaham’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	$9.27M	Buy	3,600 +950	+36%	+$398K	0.17%	48
2025 Q4	$4.44M	Buy	+2,650	New	+$1.33M	0.07%	62
2024 Q1	–	Sell	-3,600	Closed	-$68.9K	–	344
2023 Q4	$68.9K	Sell	3,600 -600	-14%	-$214K	﹤0.01%	94
2023 Q3	$51K	Sell	4,200 -155	-4%	-$51.2K	﹤0.01%	151
2023 Q2	$475K	Hold	4,355	–	–	0.01%	73
2023 Q1	$884K	Sell	4,355 -9	-0.2%	-$2.3K	0.02%	51
2022 Q4	$210K	Buy	+4,364	New	+$1.05M	0.01%	98
2022 Q3	–	Sell	-8,327	Closed	-$5.34M	–	516
2022 Q2	$5.34M	Sell	8,327 -11	-0.1%	-$2.98K	0.08%	28
2022 Q1	$7.84M	Hold	8,338	–	–	0.07%	52
2021 Q4	$4.25M	Buy	+8,338	New	+$2.7M	0.04%	92

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

Altshuler Shaham's MSFT Position: Q1 2026 in Review

Altshuler Shaham reduced its Microsoft (MSFT) stake by 98% in Q1 2026, selling an estimated $292M and leaving 11,123 shares worth $4.12M. The position accounts for 0.07% of the portfolio, ranked #64.

Altshuler Shaham first reported a position in MSFT in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.5B in Q2 2021. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Altshuler Shaham held 11,123 shares of Microsoft worth $4.12M as of Q1 2026.
Altshuler Shaham sold 697,504 Microsoft shares in Q1 2026, an estimated $292M.
Microsoft made up 0.07% of Altshuler Shaham's portfolio in Q1 2026, its #64 holding.
Altshuler Shaham first reported a position in Microsoft in Q1 2018 and has held it in 31 quarters since.
Altshuler Shaham's Microsoft position peaked at $1.5B in Q2 2021.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.