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Callan Family Office’s Microsoft MSFT Stock Holding History

Callan Family Office’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 		$127M Sell
343,239
-18,438
-5% -$7.72M 2.88% 4
2025
Q4 		$175M Buy
361,677
+70,616
+24% +$35.4M 3.76% 2
2025
Q3 		$151M Sell
291,061
-3,680
-1% -$1.88M 4.8% 1
2025
Q2 		$147M Buy
294,741
+172,352
+141% +$74.8M 4.63% 1
2025
Q1 		$45.9M Sell
122,389
-48,954
-29% -$20M 3.45% 4
2024
Q4 		$72.2M Buy
171,343
+147,786
+627% +$62.9M 4.59% 3
2024
Q3 		$10.1M Buy
23,557
+6,438
+38% +$2.75M 1.7% 15
2024
Q2 		$7.65M Buy
17,119
+11,323
+195% +$4.78M 1.47% 17
2024
Q1 		$2.44M Sell
5,796
-8,188
-59% -$3.31M 0.57% 29
2023
Q4 		$5.26M Buy
13,984
+1,305
+10% +$464K 1.3% 15
2023
Q3 		$4M Sell
12,679
-1,873
-13% -$619K 1.07% 20
2023
Q2 		$4.96M Sell
14,552
-7,660
-34% -$2.4M 1.31% 15
2023
Q1 		$6.4M Buy
22,212
+14,826
+201% +$3.78M 1.55% 13
2022
Q4 		$1.77M Buy
+7,386
New +$1.77M 0.57% 27

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

Callan Family Office's MSFT Position: Q1 2026 in Review

Callan Family Office reduced its Microsoft (MSFT) stake by 5.1% in Q1 2026, selling an estimated $7.72M and leaving 343,239 shares worth $127M. The position accounts for 2.88% of the portfolio, ranked #4.

Callan Family Office first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $175M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Callan Family Office held 343,239 shares of Microsoft worth $127M as of Q1 2026.
  • Callan Family Office sold 18,438 Microsoft shares in Q1 2026, an estimated $7.72M.
  • Microsoft made up 2.88% of Callan Family Office's portfolio in Q1 2026, its #4 holding.
  • Callan Family Office first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's Microsoft position peaked at $175M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.