Calamos Advisors
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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
2025
Q1 		– Sell
-36,500
Closed -$15.7M – 956
2024
Q4 		$15.7M Buy
+36,500
New +$15.5M 0.07% 304
2024
Q3 		– Sell
-18,000
Closed -$7.57M – 981
2024
Q2 		$7.57M Buy
+18,000
New +$7.6M 0.03% 467

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

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.