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Bellevue Group’s Microsoft MSFT Stock Holding History

Bellevue Group’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 		$63.7K Sell
172
-1,110
-87% -$464K ﹤0.01% 145
2025
Q4 		$620K Buy
1,282
+1,079
+532% +$541K 0.01% 125
2025
Q3 		$105K Hold
203
– – ﹤0.01% 140
2025
Q2 		$101K Hold
203
– – ﹤0.01% 136
2025
Q1 		$76.2K Hold
203
– – ﹤0.01% 144
2024
Q4 		$85.6K Buy
203
+9
+5% +$3.83K ﹤0.01% 157
2024
Q3 		$83.5K Buy
194
+15
+8% +$6.41K ﹤0.01% 158
2024
Q2 		$80K Sell
179
-1
-0.6% -$422 ﹤0.01% 161
2024
Q1 		$75.7K Buy
180
+58
+48% +$23.5K ﹤0.01% 164
2023
Q4 		$45.9K Buy
+122
New +$43.4K ﹤0.01% 158

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

Bellevue Group's MSFT Position: Q1 2026 in Review

Bellevue Group reduced its Microsoft (MSFT) stake by 87% in Q1 2026, selling an estimated $464K and leaving 172 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Bellevue Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $620K in Q4 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bellevue Group held 172 shares of Microsoft worth $63.7K as of Q1 2026.
  • Bellevue Group sold 1,110 Microsoft shares in Q1 2026, an estimated $464K.
  • Microsoft made up ﹤0.01% of Bellevue Group's portfolio in Q1 2026, its #145 holding.
  • Bellevue Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Bellevue Group's Microsoft position peaked at $620K in Q4 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.