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B&D White Capital Company’s Microsoft MSFT Stock Holding History

B&D White Capital Company’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
2023
Q1 		– Sell
-200
Closed -$48K – 86
2022
Q4 		$48K Buy
+200
New +$48K 0.01% 98

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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

B&D White Capital Company's MSFT Position: Q1 2026 in Review

B&D White Capital Company reduced its Microsoft (MSFT) stake by 13% in Q1 2026, selling an estimated $319K and leaving 5,237 shares worth $1.94M. The position accounts for 0.24% of the portfolio, ranked #46.

B&D White Capital Company first reported a position in MSFT in Q4 2020 and has held it in 20 quarters since. The position peaked at $112M in Q1 2022. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • B&D White Capital Company held 5,237 shares of Microsoft worth $1.94M as of Q1 2026.
  • B&D White Capital Company sold 762 Microsoft shares in Q1 2026, an estimated $319K.
  • Microsoft made up 0.24% of B&D White Capital Company's portfolio in Q1 2026, its #46 holding.
  • B&D White Capital Company first reported a position in Microsoft in Q4 2020 and has held it in 20 quarters since.
  • B&D White Capital Company's Microsoft position peaked at $112M in Q1 2022.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.