BSN Capital Partners’s Microsoft MSFT Stock Holding History

BSN Capital Partners’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	$402M	Buy	920,000 +400,000	+77%	+$167M	10.23%	3
2025 Q4	$253M	Sell	520,000 -45,000	-8%	-$22.6M	11.93%	2
2025 Q3	$269M	Hold	565,000	–	–	21.14%	2
2025 Q2	$269M	Sell	565,000 -269,000	-32%	-$117M	21.14%	2
2025 Q1	$322M	Buy	+834,000	New	+$340M	15.69%	3
2024 Q4	–	Sell	-50,000	Closed	-$23M	–	37
2024 Q3	$23M	Sell	50,000 -55,000	-52%	-$23.5M	4.47%	4
2024 Q2	$47.5M	Buy	+105,000	New	+$44.3M	3.11%	6
2023 Q1	–	Sell	-980,936	Closed	-$246M	–	16
2022 Q4	$246M	Buy	+980,936	New	+$235M	17.41%	2
2021 Q1	–	Sell	-452,743	Closed	-$101M	–	8
2020 Q4	$101M	Buy	+452,743	New	+$97.4M	25.29%	1

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

BSN Capital Partners's MSFT Position: Q1 2026 in Review

BSN Capital Partners increased its Microsoft (MSFT) stake by 77% in Q1 2026, buying an estimated $167M and bringing the position to 920,000 shares worth $402M. The position accounts for 10.23% of the portfolio, ranked #3.

BSN Capital Partners first reported a position in MSFT in Q4 2020 and has held it in 9 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

BSN Capital Partners held 920,000 shares of Microsoft worth $402M as of Q1 2026.
BSN Capital Partners bought 400,000 Microsoft shares in Q1 2026, an estimated $167M.
Microsoft made up 10.23% of BSN Capital Partners's portfolio in Q1 2026, its #3 holding.
BSN Capital Partners first reported a position in Microsoft in Q4 2020 and has held it in 9 quarters since.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BSN Capital Partners's 13F filing for Q1 2026, filed 27 Apr 2026.