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Beck Capital Management’s Microsoft MSFT Stock Holding History

Beck Capital Management’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 		$9.63M Sell
26,019
-268
-1% -$112K 2.2% 8
2025
Q4 		$12.7M Sell
26,287
-1,621
-6% -$812K 3.03% 4
2025
Q3 		$14.5M Buy
27,908
+844
+3% +$431K 3.33% 4
2025
Q2 		$13.5M Sell
27,064
-933
-3% -$405K 3.36% 3
2025
Q1 		$10.5M Sell
27,997
-894
-3% -$364K 3.09% 3
2024
Q4 		$12.2M Sell
28,891
-4,283
-13% -$1.82M 3.23% 3
2024
Q3 		$14.3M Buy
33,174
+1,714
+5% +$733K 3.81% 3
2024
Q2 		$14.1M Buy
31,460
+898
+3% +$379K 3.87% 2
2024
Q1 		$12.9M Buy
30,562
+1,144
+4% +$463K 3.7% 2
2023
Q4 		$11.1M Buy
29,418
+816
+3% +$290K 3.79% 2
2023
Q3 		$9.03M Sell
28,602
-162
-0.6% -$53.5K 3.48% 2
2023
Q2 		$9.8M Buy
28,764
+3,580
+14% +$1.12M 3.86% 2
2023
Q1 		$7.26M Buy
25,184
+1,822
+8% +$465K 3.09% 3
2022
Q4 		$5.6M Sell
23,362
-3,538
-13% -$849K 2.36% 3
2022
Q3 		$6.26M Buy
26,900
+7,572
+39% +$2M 2.68% 2
2022
Q2 		$4.96M Sell
19,328
-3,585
-16% -$973K 2.24% 6
2022
Q1 		$7.06M Sell
22,913
-6,399
-22% -$1.93M 2.16% 2
2021
Q4 		$9.86M Buy
29,312
+332
+1% +$108K 3.05% 2
2021
Q3 		$8.17M Buy
28,980
+376
+1% +$109K 2.74% 2
2021
Q2 		$7.75M Sell
28,604
-6,906
-19% -$1.76M 2.61% 4
2021
Q1 		$8.37M Sell
35,510
-12,900
-27% -$2.99M 3.16% 2
2020
Q4 		$10.8M Buy
48,410
+4,821
+11% +$1.04M 4.47% 1
2020
Q3 		$9.17M Sell
43,589
-9,591
-18% -$2.01M 5.18% 3
2020
Q2 		$10.8M Sell
53,180
-534
-1% -$96.9K 5.48% 1
2020
Q1 		$8.47M Sell
53,714
-1,885
-3% -$310K 7.74% 1
2019
Q4 		$8.77M Sell
55,599
-2,107
-4% -$310K 4.3% 1
2019
Q3 		$8.02M Sell
57,706
-4,171
-7% -$574K 4.36% 2
2019
Q2 		$8.29M Sell
61,877
-3,343
-5% -$424K 4.37% 1
2019
Q1 		$7.69M Sell
65,220
-3,591
-5% -$392K 3.68% 1
2018
Q4 		$6.99M Sell
68,811
-7,142
-9% -$765K 5.99% 2
2018
Q3 		$8.69M Sell
75,953
-296
-0.4% -$32.1K 3.74% 4
2018
Q2 		$7.52M Sell
76,249
-2,788
-4% -$270K 3.64% 4
2018
Q1 		$7.21M Buy
79,037
+15,759
+25% +$1.44M 3.32% 6
2017
Q4 		$5.41M Buy
63,278
+1,147
+2% +$94.1K 2.38% 9
2017
Q3 		$4.63M Sell
62,131
-1,518
-2% -$111K 2.21% 10
2017
Q2 		$4.49M Buy
63,649
+3,919
+7% +$269K 2.3% 14
2017
Q1 		$3.93M Buy
59,730
+190
+0.3% +$12.2K 2.07% 15
2016
Q4 		$3.7M Buy
+59,540
New +$3.58M 2.08% 15
2016
Q2 		– Sell
-52,658
Closed -$2.91M – 120
2016
Q1 		$2.91M Sell
52,658
-1,598
-3% -$83.8K 2.01% 16
2015
Q4 		$3.01M Buy
+54,256
New +$2.86M 1.77% 19
2015
Q3 		– Sell
-10,400
Closed -$459K – 134
2015
Q2 		$459K Sell
10,400
-1,244
-11% -$56.8K 0.25% 89
2015
Q1 		$473K Sell
11,644
-9,750
-46% -$424K 0.27% 85
2014
Q4 		$994K Buy
21,394
+8,506
+66% +$399K 0.58% 51
2014
Q3 		$591K Buy
+12,888
New +$575K 0.42% 75

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

Beck Capital Management's MSFT Position: Q1 2026 in Review

Beck Capital Management reduced its Microsoft (MSFT) stake by 1% in Q1 2026, selling an estimated $112K and leaving 26,019 shares worth $9.63M. The position accounts for 2.2% of the portfolio, ranked #8.

Beck Capital Management first reported a position in MSFT in Q3 2014 and has held it in 44 quarters since. The position peaked at $14.5M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Beck Capital Management held 26,019 shares of Microsoft worth $9.63M as of Q1 2026.
  • Beck Capital Management sold 268 Microsoft shares in Q1 2026, an estimated $112K.
  • Microsoft made up 2.2% of Beck Capital Management's portfolio in Q1 2026, its #8 holding.
  • Beck Capital Management first reported a position in Microsoft in Q3 2014 and has held it in 44 quarters since.
  • Beck Capital Management's Microsoft position peaked at $14.5M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Beck Capital Management's 13F filing for Q1 2026, filed 15 May 2026.