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Berkshire Money Management’s Microsoft MSFT Stock Holding History

Berkshire Money 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 		– Sell
-6,498
Closed -$3.14M – 96
2025
Q4 		$3.14M Buy
+6,498
New +$3.26M 0.3% 28
2025
Q3 		– Sell
-6,550
Closed -$3.26M – 99
2025
Q2 		$3.26M Buy
6,550
+40
+0.6% +$17.4K 0.34% 25
2025
Q1 		$2.44M Sell
6,510
-1,285
-16% -$524K 0.27% 25
2024
Q4 		$3.29M Buy
+7,795
New +$3.32M 0.36% 21
2024
Q2 		– Sell
-8,233
Closed -$3.46M – 64
2024
Q1 		$3.46M Buy
+8,233
New +$3.33M 0.42% 22
2020
Q3 		– Sell
-3,461
Closed -$704K – 35
2020
Q2 		$704K Buy
3,461
+4
+0.1% +$726 0.15% 29
2020
Q1 		$545K Buy
3,457
+1,596
+86% +$262K 0.13% 26
2019
Q4 		$293K Buy
1,861
+100
+6% +$14.7K 0.06% 32
2019
Q3 		$245K Buy
1,761
+100
+6% +$13.8K 0.05% 32
2019
Q2 		$223K Buy
+1,661
New +$211K 0.05% 33

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

Berkshire Money Management's MSFT Position: Q1 2026 in Review

Berkshire Money Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 6,498 shares — an estimated $3.14M sold.

Berkshire Money Management first reported a position in MSFT in Q2 2019 and held it in 10 quarters. The position peaked at $3.46M in Q1 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Berkshire Money Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 6,498 Microsoft shares in Q1 2026, an estimated $3.14M.
  • Berkshire Money Management first reported a position in Microsoft in Q2 2019 and held it in 10 quarters.
  • Berkshire Money Management's Microsoft position peaked at $3.46M in Q1 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.