Battery Global Advisors’s Microsoft MSFT Stock Holding History

Battery Global Advisors’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	$1.46M	Buy	3,941 +3,924	+23,082%	+$1.64M	0.78%	13
2025 Q4	$8.68K	Sell	17 -3,920	-100%	-$1.96M	﹤0.01%	132
2025 Q3	$2.04M	Buy	3,937 +2	+0.1%	+$1.02K	0.96%	13
2025 Q2	$1.96M	Buy	3,935 +2	+0.1%	+$869	0.96%	13
2025 Q1	$1.48M	Buy	3,933 +2	+0.1%	+$815	0.82%	13
2024 Q4	$1.66M	Buy	3,931 +2	+0.1%	+$852	0.89%	14
2024 Q3	$1.69M	Buy	3,929 +2,023	+106%	+$865K	0.92%	14
2024 Q2	$852K	Buy	1,906 +486	+34%	+$205K	0.56%	18
2024 Q1	$597K	Hold	1,420	–	–	0.48%	18
2023 Q4	$534K	Buy	+1,420	New	+$505K	0.41%	27

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

Battery Global Advisors's MSFT Position: Q1 2026 in Review

Battery Global Advisors increased its Microsoft (MSFT) stake by 23,082% in Q1 2026, buying an estimated $1.64M and bringing the position to 3,941 shares worth $1.46M. The position accounts for 0.78% of the portfolio, ranked #13.

Battery Global Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Battery Global Advisors held 3,941 shares of Microsoft worth $1.46M as of Q1 2026.
Battery Global Advisors bought 3,924 Microsoft shares in Q1 2026, an estimated $1.64M.
Microsoft made up 0.78% of Battery Global Advisors's portfolio in Q1 2026, its #13 holding.
Battery Global Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Battery Global Advisors's Microsoft position peaked at $2.04M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.