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Brentview Investment Management’s Microsoft MSFT Stock Holding History

Brentview Investment 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 		$13.3M Buy
36,012
+1,412
+4% +$591K 5.76% 1
2025
Q4 		$16.7M Buy
34,600
+132
+0.4% +$66.1K 7.57% 1
2025
Q3 		$17.9M Buy
34,468
+1,245
+4% +$635K 8.13% 1
2025
Q2 		$16.5M Sell
33,223
-515
-2% -$224K 8.34% 1
2025
Q1 		$12.7M Buy
33,738
+1,470
+5% +$599K 6.74% 1
2024
Q4 		$13.6M Buy
+32,268
New +$13.7M 7.73% 1

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

Brentview Investment Management's MSFT Position: Q1 2026 in Review

Brentview Investment Management increased its Microsoft (MSFT) stake by 4.1% in Q1 2026, buying an estimated $591K and bringing the position to 36,012 shares worth $13.3M. The position accounts for 5.76% of the portfolio, ranked #1.

Brentview Investment Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.9M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Brentview Investment Management held 36,012 shares of Microsoft worth $13.3M as of Q1 2026.
  • Brentview Investment Management bought 1,412 Microsoft shares in Q1 2026, an estimated $591K.
  • Microsoft made up 5.76% of Brentview Investment Management's portfolio in Q1 2026, its #1 holding.
  • Brentview Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Brentview Investment Management's Microsoft position peaked at $17.9M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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