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Cambria Investment Management’s Microsoft MSFT Stock Holding History

Cambria Investment Management’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 		$4.93M Sell
13,312
-5,455
-29% -$2.28M 0.28% 134
2025
Q4 		$9.08M Buy
18,767
+859
+5% +$430K 0.53% 42
2025
Q3 		$9.28M Buy
17,908
+13,687
+324% +$6.98M 0.56% 65
2025
Q2 		$2.1M Buy
4,221
+3,278
+348% +$1.42M 0.14% 165
2025
Q1 		$354K Sell
943
-90
-9% -$36.7K 0.02% 293
2024
Q4 		$435K Buy
+1,033
New +$440K 0.03% 258
2019
Q4 		– Sell
-36,488
Closed -$5.07M – 217
2019
Q3 		$5.07M Sell
36,488
-399
-1% -$54.9K 0.76% 51
2019
Q2 		$4.94M Sell
36,887
-2,019
-5% -$256K 0.76% 47
2019
Q1 		$4.59M Buy
38,906
+1,116
+3% +$122K 0.71% 58
2018
Q4 		$3.84M Sell
37,790
-2,717
-7% -$291K 0.65% 65
2018
Q3 		$4.63M Sell
40,507
-7,317
-15% -$793K 0.68% 46
2018
Q2 		$4.89M Sell
47,824
-7,104
-13% -$689K 0.72% 37
2018
Q1 		$5.01M Sell
54,928
-19,246
-26% -$1.76M 0.73% 38
2017
Q4 		$6.34M Sell
74,174
-6,432
-8% -$528K 0.89% 39
2017
Q3 		$6M Buy
80,606
+2,350
+3% +$172K 0.92% 28
2017
Q2 		$5.39M Buy
+78,256
New +$5.37M 1.16% 19
2015
Q4 		– Sell
-397
Closed -$18K – 235
2015
Q3 		$18K Hold
397
– – 0.01% 237
2015
Q2 		$18K Buy
397
+326
+459% +$14.9K 0.01% 209
2015
Q1 		$3 Hold
71
– – ﹤0.01% 215
2014
Q4 		$3K Buy
+71
New +$3.33K ﹤0.01% 218

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

Cambria Investment Management's MSFT Position: Q1 2026 in Review

Cambria Investment Management reduced its Microsoft (MSFT) stake by 29% in Q1 2026, selling an estimated $2.28M and leaving 13,312 shares worth $4.93M. The position accounts for 0.28% of the portfolio, ranked #134.

Cambria Investment Management first reported a position in MSFT in Q4 2014 and has held it in 20 quarters since. The position peaked at $9.28M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cambria Investment Management held 13,312 shares of Microsoft worth $4.93M as of Q1 2026.
  • Cambria Investment Management sold 5,455 Microsoft shares in Q1 2026, an estimated $2.28M.
  • Microsoft made up 0.28% of Cambria Investment Management's portfolio in Q1 2026, its #134 holding.
  • Cambria Investment Management first reported a position in Microsoft in Q4 2014 and has held it in 20 quarters since.
  • Cambria Investment Management's Microsoft position peaked at $9.28M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.