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Beckerman Institutional’s Microsoft MSFT Stock Holding History

Beckerman Institutional’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 		$1.2M Buy
3,251
+322
+11% +$135K 0.64% 40
2025
Q4 		$1.42M Buy
2,929
+1
+0% +$501 0.8% 36
2025
Q3 		$1.52M Buy
2,928
+992
+51% +$506K 0.89% 35
2025
Q2 		$963K Buy
1,936
+42
+2% +$18.2K 0.64% 40
2025
Q1 		$711K Sell
1,894
-57
-3% -$23.2K 0.51% 51
2024
Q4 		$822K Buy
1,951
+174
+10% +$74.1K 0.66% 42
2024
Q3 		$765K Buy
+1,777
New +$760K 0.64% 44

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

Beckerman Institutional's MSFT Position: Q1 2026 in Review

Beckerman Institutional increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $135K and bringing the position to 3,251 shares worth $1.2M. The position accounts for 0.64% of the portfolio, ranked #40.

Beckerman Institutional first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Beckerman Institutional held 3,251 shares of Microsoft worth $1.2M as of Q1 2026.
  • Beckerman Institutional bought 322 Microsoft shares in Q1 2026, an estimated $135K.
  • Microsoft made up 0.64% of Beckerman Institutional's portfolio in Q1 2026, its #40 holding.
  • Beckerman Institutional first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's Microsoft position peaked at $1.52M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.