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Capital Group Investment Management’s Microsoft MSFT Stock Holding History

Capital Group 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 		$24.9M Sell
67,361
-5,123
-7% -$2.14M 4.26% 4
2025
Q4 		$35.1M Buy
72,484
+1,790
+3% +$897K 5.69% 2
2025
Q3 		$36.6M Buy
70,694
+3,162
+5% +$1.61M 6.14% 2
2025
Q2 		$33.6M Buy
67,532
+1,135
+2% +$493K 5.98% 2
2025
Q1 		$24.9M Sell
66,397
-379
-0.6% -$155K 5.09% 2
2024
Q4 		$28.1M Buy
66,776
+1,195
+2% +$509K 5.35% 3
2024
Q3 		$28.2M Buy
65,581
+172
+0.3% +$73.5K 5.68% 2
2024
Q2 		$29.2M Sell
65,409
-18,031
-22% -$7.61M 6.32% 1
2024
Q1 		$35.1M Sell
83,440
-78,917
-49% -$31.9M 6.29% 1
2023
Q4 		$61.1M Sell
162,357
-100,046
-38% -$35.6M 6.41% 1
2023
Q3 		$82.9M Sell
262,403
-57,049
-18% -$18.9M 5.39% 1
2023
Q2 		$109M Sell
319,452
-287
-0.1% -$89.9K 5.41% 1
2023
Q1 		$92.2M Sell
319,739
-129,424
-29% -$33M 4.93% 1
2022
Q4 		$108M Buy
+449,163
New +$108M 4.14% 1

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

Capital Group Investment Management's MSFT Position: Q1 2026 in Review

Capital Group Investment Management reduced its Microsoft (MSFT) stake by 7.1% in Q1 2026, selling an estimated $2.14M and leaving 67,361 shares worth $24.9M. The position accounts for 4.26% of the portfolio, ranked #4.

Capital Group Investment Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $109M in Q2 2023. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Capital Group Investment Management held 67,361 shares of Microsoft worth $24.9M as of Q1 2026.
  • Capital Group Investment Management sold 5,123 Microsoft shares in Q1 2026, an estimated $2.14M.
  • Microsoft made up 4.26% of Capital Group Investment Management's portfolio in Q1 2026, its #4 holding.
  • Capital Group Investment Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Capital Group Investment Management's Microsoft position peaked at $109M in Q2 2023.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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