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BlueSpruce Investments’s Microsoft MSFT Stock Holding History

BlueSpruce Investments’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 		$7.16M Sell
19,344
-1,463,321
-99% -$612M 1.13% 10
2025
Q4 		$717M Sell
1,482,665
-49,313
-3% -$24.7M 18.3% 1
2025
Q3 		$793M Buy
1,531,978
+190,131
+14% +$97M 18.22% 1
2025
Q2 		$667M Sell
1,341,847
-70,663
-5% -$30.7M 15.54% 1
2025
Q1 		$530M Sell
1,412,510
-59,989
-4% -$24.5M 12.38% 1
2024
Q4 		$621M Buy
1,472,499
+546,403
+59% +$233M 12.61% 1
2024
Q3 		$398M Buy
926,096
+144,132
+18% +$61.6M 7.35% 6
2024
Q2 		$349M Sell
781,964
-527,709
-40% -$223M 6.42% 10
2024
Q1 		$551M Sell
1,309,673
-402,622
-24% -$163M 9.85% 5
2023
Q4 		$644M Sell
1,712,295
-978,378
-36% -$348M 12.3% 2
2023
Q3 		$850M Buy
2,690,673
+562,722
+26% +$186M 15.48% 2
2023
Q2 		$725M Buy
2,127,951
+21,622
+1% +$6.78M 12.47% 3
2023
Q1 		$607M Sell
2,106,329
-1,077,562
-34% -$275M 10.99% 4
2022
Q4 		$764M Buy
3,183,891
+189,404
+6% +$45.5M 14.68% 2
2022
Q3 		$697M Buy
2,994,487
+225,531
+8% +$59.6M 14.26% 3
2022
Q2 		$711M Buy
2,768,956
+496,395
+22% +$135M 13.7% 3
2022
Q1 		$701M Buy
2,272,561
+521,850
+30% +$157M 11.36% 3
2021
Q4 		$589M Sell
1,750,711
-221,228
-11% -$71.7M 9.23% 5
2021
Q3 		$556M Sell
1,971,939
-485,643
-20% -$141M 9.68% 5
2021
Q2 		$666M Buy
2,457,582
+386,867
+19% +$98.3M 12.14% 3
2021
Q1 		$488M Buy
+2,070,715
New +$480M 9.69% 4
2020
Q3 		– Sell
-1,049,785
Closed -$214M – 14
2020
Q2 		$214M Sell
1,049,785
-592,146
-36% -$107M 6.17% 10
2020
Q1 		$259M Buy
+1,641,931
New +$270M 8.79% 2

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

BlueSpruce Investments's MSFT Position: Q1 2026 in Review

BlueSpruce Investments reduced its Microsoft (MSFT) stake by 99% in Q1 2026, selling an estimated $612M and leaving 19,344 shares worth $7.16M. The position accounts for 1.13% of the portfolio, ranked #10.

BlueSpruce Investments first reported a position in MSFT in Q1 2020 and has held it in 23 quarters since. The position peaked at $850M in Q3 2023. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BlueSpruce Investments held 19,344 shares of Microsoft worth $7.16M as of Q1 2026.
  • BlueSpruce Investments sold 1,463,321 Microsoft shares in Q1 2026, an estimated $612M.
  • Microsoft made up 1.13% of BlueSpruce Investments's portfolio in Q1 2026, its #10 holding.
  • BlueSpruce Investments first reported a position in Microsoft in Q1 2020 and has held it in 23 quarters since.
  • BlueSpruce Investments's Microsoft position peaked at $850M in Q3 2023.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BlueSpruce Investments's 13F filing for Q1 2026, filed 15 May 2026.