Calamos Advisors’s Microsoft MSFT Stock Holding History

Calamos Advisors’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	$26.8M	Buy	55,400 +30,500	+122%	+$12.8M	0.09%	226
2025 Q4	$12.9M	Sell	24,900 -117,200	-82%	-$58.7M	0.05%	343
2025 Q3	$70.7M	Buy	142,100 +139,900	+6,359%	+$71.4M	0.26%	81
2025 Q2	$826K	Buy	2,200 +700	+47%	+$304K	﹤0.01%	711
2025 Q1	$632K	Buy	1,500 +900	+150%	+$367K	﹤0.01%	693
2024 Q4	$258K	Buy	+600	New	+$256K	﹤0.01%	784
2024 Q1	–	Sell	-41,800	Closed	-$13.2M	–	1005
2023 Q4	$13.2M	Sell	41,800 -11,700	-22%	-$4.16M	0.06%	330
2023 Q3	$18.2M	Buy	+53,500	New	+$17.7M	0.09%	263
2022 Q4	–	Sell	-43,000	Closed	-$10M	–	1293
2022 Q3	$10M	Buy	+43,000	New	+$11.4M	0.05%	485
2018 Q3	–	Sell	-244,500	Closed	-$24.1M	–	713
2018 Q2	$24.1M	Buy	+244,500	New	+$23.7M	0.15%	191
2018 Q1	–	Sell	-176,100	Closed	-$15.1M	–	620
2017 Q4	$15.1M	Buy	+176,100	New	+$14.4M	0.08%	242

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

Calamos Advisors's MSFT Position: Q1 2026 in Review

Calamos Advisors increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $103M and bringing the position to 2,375,507 shares worth $879M. The position accounts for 3.12% of the portfolio, ranked #3.

Calamos Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.14B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Calamos Advisors held 2,375,507 shares of Microsoft worth $879M as of Q1 2026.
Calamos Advisors bought 247,258 Microsoft shares in Q1 2026, an estimated $103M.
Microsoft made up 3.12% of Calamos Advisors's portfolio in Q1 2026, its #3 holding.
Calamos Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
Calamos Advisors's Microsoft position peaked at $1.14B in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.