Campion Asset Management’s Microsoft MSFT Stock Holding History

Campion Asset 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	$2.03M	Sell	5,478 -54	-1%	-$22.6K	1.38%	17
2025 Q4	$2.68M	Sell	5,532 -10	-0.2%	-$5.01K	1.86%	16
2025 Q3	$2.87M	Sell	5,542 -21	-0.4%	-$10.7K	2.04%	15
2025 Q2	$2.77M	Hold	5,563	–	–	2.08%	15
2025 Q1	$2.09M	Hold	5,563	–	–	1.62%	18
2024 Q4	$2.34M	Hold	5,563	–	–	1.77%	17
2024 Q3	$2.39M	Hold	5,563	–	–	1.76%	16
2024 Q2	$2.49M	Hold	5,563	–	–	1.96%	16
2024 Q1	$2.34M	Buy	5,563 +29	+0.5%	+$11.7K	1.81%	16
2023 Q4	$2.08M	Sell	5,534 -300	-5%	-$107K	1.76%	15
2023 Q3	$1.84M	Hold	5,834	–	–	1.7%	16
2023 Q2	$1.99M	Hold	5,834	–	–	1.77%	14
2023 Q1	$1.68M	Hold	5,834	–	–	1.59%	15
2022 Q4	$1.4M	Sell	5,834 -380	-6%	-$91.2K	1.37%	14
2022 Q3	$1.45M	Hold	6,214	–	–	1.53%	16
2022 Q2	$1.6M	Sell	6,214 -235	-4%	-$63.8K	1.58%	16
2022 Q1	$1.99M	Hold	6,449	–	–	1.69%	14
2021 Q4	$2.17M	Buy	6,449 +984	+18%	+$319K	1.8%	14
2021 Q3	$1.54M	Hold	5,465	–	–	1.37%	15
2021 Q2	$1.48M	Sell	5,465 -1,955	-26%	-$497K	1.23%	16
2021 Q1	$1.75M	Buy	+7,420	New	+$1.72M	1.32%	14

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

Campion Asset Management's MSFT Position: Q1 2026 in Review

Campion Asset Management reduced its Microsoft (MSFT) stake by 0.98% in Q1 2026, selling an estimated $22.6K and leaving 5,478 shares worth $2.03M. The position accounts for 1.38% of the portfolio, ranked #17.

Campion Asset Management first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.87M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Campion Asset Management held 5,478 shares of Microsoft worth $2.03M as of Q1 2026.
Campion Asset Management sold 54 Microsoft shares in Q1 2026, an estimated $22.6K.
Microsoft made up 1.38% of Campion Asset Management's portfolio in Q1 2026, its #17 holding.
Campion Asset Management first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
Campion Asset Management's Microsoft position peaked at $2.87M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.