CJ
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Caitlin John’s Microsoft MSFT Stock Holding History

Caitlin John’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 		$1.37M Sell
3,701
-113
-3% -$47.3K 0.82% 18
2025
Q4 		$1.84M Buy
3,814
+1,956
+105% +$980K 1.21% 14
2025
Q3 		$963K Buy
1,858
+26
+1% +$13.3K 0.67% 51
2025
Q2 		$912K Sell
1,832
-295
-14% -$128K 0.83% 51
2025
Q1 		$798K Sell
2,127
-209
-9% -$85.2K 0.78% 30
2024
Q4 		$985K Sell
2,336
-3
-0.1% -$1.28K 0.65% 51
2024
Q3 		$995K Sell
2,339
-2,091
-47% -$894K 0.62% 52
2024
Q2 		$1.98M Buy
4,430
+276
+7% +$117K 1.42% 11
2024
Q1 		$1.75M Buy
4,154
+446
+12% +$181K 1.3% 11
2023
Q4 		$1.39M Buy
+3,708
New +$1.32M 1.14% 18

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

Caitlin John's MSFT Position: Q1 2026 in Review

Caitlin John reduced its Microsoft (MSFT) stake by 3% in Q1 2026, selling an estimated $47.3K and leaving 3,701 shares worth $1.37M. The position accounts for 0.82% of the portfolio, ranked #18.

Caitlin John first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Caitlin John held 3,701 shares of Microsoft worth $1.37M as of Q1 2026.
  • Caitlin John sold 113 Microsoft shares in Q1 2026, an estimated $47.3K.
  • Microsoft made up 0.82% of Caitlin John's portfolio in Q1 2026, its #18 holding.
  • Caitlin John first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's Microsoft position peaked at $1.98M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.