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Boreal Capital Management’s Microsoft MSFT Stock Holding History

Boreal Capital 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 		$3.88M Buy
10,489
+2,614
+33% +$1.09M 3.16% 4
2025
Q4 		$3.81M Buy
7,875
+1,047
+15% +$525K 2.87% 4
2025
Q3 		$3.54M Buy
6,828
+94
+1% +$48K 2.85% 7
2025
Q2 		$3.35M Buy
+6,734
New +$2.92M 2.77% 6

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

Boreal Capital Management's MSFT Position: Q1 2026 in Review

Boreal Capital Management increased its Microsoft (MSFT) stake by 33% in Q1 2026, buying an estimated $1.09M and bringing the position to 10,489 shares worth $3.88M. The position accounts for 3.16% of the portfolio, ranked #4.

Boreal Capital Management first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Boreal Capital Management held 10,489 shares of Microsoft worth $3.88M as of Q1 2026.
  • Boreal Capital Management bought 2,614 Microsoft shares in Q1 2026, an estimated $1.09M.
  • Microsoft made up 3.16% of Boreal Capital Management's portfolio in Q1 2026, its #4 holding.
  • Boreal Capital Management first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.