Beutel, Goodman & Co’s Microsoft MSFT Stock Holding History

Beutel, Goodman & Co’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	$10.9M	Sell	29,552 -1,826	-6%	-$764K	0.07%	70
2025 Q4	$15.2M	Sell	31,378 -3,169	-9%	-$1.59M	0.09%	61
2025 Q3	$17.9M	Sell	34,547 -1,710	-5%	-$872K	0.11%	58
2025 Q2	$18M	Sell	36,257 -2,085	-5%	-$905K	0.1%	54
2025 Q1	$14.4M	Buy	38,342 +37,842	+7,568%	+$15.4M	0.08%	60
2024 Q4	$210K	Sell	500 -386	-44%	-$164K	﹤0.01%	72
2024 Q3	$381K	Buy	886 +500	+130%	+$214K	﹤0.01%	69
2024 Q2	$172K	Hold	386	–	–	﹤0.01%	72
2024 Q1	$162K	Sell	386 -25	-6%	-$10.1K	﹤0.01%	71
2023 Q4	$154K	Hold	411	–	–	﹤0.01%	71
2023 Q3	$129K	Hold	411	–	–	﹤0.01%	70
2023 Q2	$139K	Hold	411	–	–	﹤0.01%	68
2023 Q1	$118K	Hold	411	–	–	﹤0.01%	68
2022 Q4	$98K	Hold	411	–	–	﹤0.01%	69
2022 Q3	$95K	Buy	411 +150	+57%	+$39.6K	﹤0.01%	67
2022 Q2	$67K	Hold	261	–	–	﹤0.01%	66
2022 Q1	$80K	Sell	261 -8	-3%	-$2.41K	﹤0.01%	66
2021 Q4	$90K	Buy	269 +8	+3%	+$2.59K	﹤0.01%	63
2021 Q3	$73K	Buy	+261	New	+$75.9K	﹤0.01%	62

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beutel, Goodman & Co's MSFT Position: Q1 2026 in Review

Beutel, Goodman & Co reduced its Microsoft (MSFT) stake by 5.8% in Q1 2026, selling an estimated $764K and leaving 29,552 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #70.

Beutel, Goodman & Co first reported a position in MSFT in Q3 2021 and has held it in 19 quarters since. The position peaked at $18M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Beutel, Goodman & Co held 29,552 shares of Microsoft worth $10.9M as of Q1 2026.
Beutel, Goodman & Co sold 1,826 Microsoft shares in Q1 2026, an estimated $764K.
Microsoft made up 0.07% of Beutel, Goodman & Co's portfolio in Q1 2026, its #70 holding.
Beutel, Goodman & Co first reported a position in Microsoft in Q3 2021 and has held it in 19 quarters since.
Beutel, Goodman & Co's Microsoft position peaked at $18M in Q2 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.