Boit C.F. David’s Microsoft MSFT Stock Holding History

Boit C.F. David’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	$12.1M	Buy	32,604 +800	+3%	+$335K	5.36%	3
2025 Q4	$15.2M	Hold	31,804	–	–	6.59%	2
2025 Q3	$16.5M	Hold	31,804	–	–	7.45%	1
2025 Q2	$15.8M	Hold	31,804	–	–	7.61%	1
2025 Q1	$11.9M	Hold	31,804	–	–	5.99%	2
2024 Q4	$13.4M	Buy	31,804 +100	+0.3%	+$42.6K	5.45%	3
2024 Q3	$13.2M	Hold	31,704	–	–	6.55%	2
2024 Q2	$14.2M	Hold	31,704	–	–	7.38%	1
2024 Q1	$12.5M	Sell	31,704 -1,000	-3%	-$405K	6.84%	2
2023 Q4	$12.1M	Buy	32,704 +1,500	+5%	+$534K	6.85%	2
2023 Q3	$10M	Hold	31,204	–	–	6.87%	3
2023 Q2	$10.6M	Hold	31,204	–	–	7.05%	3
2023 Q1	$9M	Hold	31,204	–	–	6.15%	3
2022 Q4	$7.48M	Buy	31,204 +44	+0.1%	+$10.6K	5.33%	4
2022 Q3	$7.26M	Buy	+31,160	New	+$8.23M	5.9%	3
2022 Q1	$9.61M	Sell	31,160 -1,100	-3%	-$331K	6.31%	2
2021 Q4	$10.8M	Hold	32,260	–	–	6.89%	1
2021 Q3	$9.33M	Buy	32,260 +3,250	+11%	+$946K	6.4%	2
2021 Q2	$7.86M	Buy	+29,010	New	+$7.37M	5.98%	2

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

Boit C.F. David's MSFT Position: Q1 2026 in Review

Boit C.F. David increased its Microsoft (MSFT) stake by 2.5% in Q1 2026, buying an estimated $335K and bringing the position to 32,604 shares worth $12.1M. The position accounts for 5.36% of the portfolio, ranked #3.

Boit C.F. David first reported a position in MSFT in Q2 2021 and has held it in 19 quarters since. The position peaked at $16.5M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Boit C.F. David held 32,604 shares of Microsoft worth $12.1M as of Q1 2026.
Boit C.F. David bought 800 Microsoft shares in Q1 2026, an estimated $335K.
Microsoft made up 5.36% of Boit C.F. David's portfolio in Q1 2026, its #3 holding.
Boit C.F. David first reported a position in Microsoft in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Microsoft position peaked at $16.5M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.