BPC
MSFT icon

Bearing Point Capital’s Microsoft MSFT Stock Holding History

Bearing Point Capital’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 		$15.1M Buy
40,704
+2,414
+6% +$1.01M 2.36% 5
2025
Q4 		$18.5M Buy
38,290
+3,004
+9% +$1.51M 2.89% 3
2025
Q3 		$18.3M Sell
35,286
-61
-0.2% -$31.1K 3.15% 3
2025
Q2 		$17.6M Buy
35,347
+1,250
+4% +$543K 3.24% 3
2025
Q1 		$12.8M Buy
34,097
+139
+0.4% +$56.7K 2.72% 3
2024
Q4 		$14.3M Buy
+33,958
New +$14.5M 2.98% 3

Other funds holding MSFT

BlackRock
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

Bearing Point Capital's MSFT Position: Q1 2026 in Review

Bearing Point Capital increased its Microsoft (MSFT) stake by 6.3% in Q1 2026, buying an estimated $1.01M and bringing the position to 40,704 shares worth $15.1M. The position accounts for 2.36% of the portfolio, ranked #5.

Bearing Point Capital first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.5M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bearing Point Capital held 40,704 shares of Microsoft worth $15.1M as of Q1 2026.
  • Bearing Point Capital bought 2,414 Microsoft shares in Q1 2026, an estimated $1.01M.
  • Microsoft made up 2.36% of Bearing Point Capital's portfolio in Q1 2026, its #5 holding.
  • Bearing Point Capital first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Microsoft position peaked at $18.5M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.