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Burk Holdings’s Microsoft MSFT Stock Holding History

Burk Holdings’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 		$995K Buy
2,688
+18
+0.7% +$7.53K 0.43% 39
2025
Q4 		$1.29M Buy
2,670
+479
+22% +$240K 0.62% 33
2025
Q3 		$1.13M Sell
2,191
-10
-0.5% -$5.1K 0.61% 32
2025
Q2 		$1.09M Sell
2,201
-2
-0.1% -$869 0.69% 29
2025
Q1 		$827K Buy
2,203
+1,249
+131% +$509K 0.62% 29
2024
Q4 		$402K Buy
+954
New +$406K 0.33% 39

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

Burk Holdings's MSFT Position: Q1 2026 in Review

Burk Holdings increased its Microsoft (MSFT) stake by 0.67% in Q1 2026, buying an estimated $7.53K and bringing the position to 2,688 shares worth $995K. The position accounts for 0.43% of the portfolio, ranked #39.

Burk Holdings first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Burk Holdings held 2,688 shares of Microsoft worth $995K as of Q1 2026.
  • Burk Holdings bought 18 Microsoft shares in Q1 2026, an estimated $7.53K.
  • Microsoft made up 0.43% of Burk Holdings's portfolio in Q1 2026, its #39 holding.
  • Burk Holdings first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Burk Holdings's Microsoft position peaked at $1.29M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.