BloombergSen’s Microsoft MSFT Stock Holding History

BloombergSen’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	-38,369	Closed	-$16.1M	–	32
2025 Q4	$18.6M	Sell	38,369 -2,962	-7%	-$1.48M	1.35%	14
2025 Q3	$21.4M	Sell	41,331 -429	-1%	-$219K	1.33%	16
2025 Q2	$20.8M	Sell	41,760 -540	-1%	-$235K	1.27%	17
2025 Q1	$15.9M	Buy	+42,300	New	+$17.2M	0.98%	17
2022 Q2	–	Sell	-69,743	Closed	-$21.5M	–	41
2022 Q1	$21.5M	Sell	69,743 -350	-0.5%	-$105K	1.15%	19
2021 Q4	$23.6M	Sell	70,093 -193	-0.3%	-$62.6K	1.12%	20
2021 Q3	$19.8M	Buy	70,286 +942	+1%	+$274K	1.02%	19
2021 Q2	$18.8M	Hold	69,344	–	–	0.99%	19
2021 Q1	$16.3M	Buy	+69,344	New	+$16.1M	0.89%	19

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

BloombergSen's MSFT Position: Q1 2026 in Review

BloombergSen sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 38,369 shares — an estimated $16.1M sold.

BloombergSen first reported a position in MSFT in Q1 2021 and held it in 9 quarters. The position peaked at $23.6M in Q4 2021. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

BloombergSen reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
BloombergSen sold 38,369 Microsoft shares in Q1 2026, an estimated $16.1M.
BloombergSen first reported a position in Microsoft in Q1 2021 and held it in 9 quarters.
BloombergSen's Microsoft position peaked at $23.6M in Q4 2021.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BloombergSen's 13F filing for Q1 2026, filed 8 May 2026.