Carmel Capital Partners’s Microsoft MSFT Stock Holding History

Carmel Capital Partners’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	$665K	Sell	1,797 -80	-4%	-$33.5K	0.24%	75
2025 Q4	$908K	Buy	1,877 +330	+21%	+$165K	0.32%	69
2025 Q3	$801K	Sell	1,547 -724	-32%	-$369K	0.34%	69
2025 Q2	$1.13M	Buy	2,271 +492	+28%	+$214K	0.4%	60
2025 Q1	$668K	Sell	1,779 -25	-1%	-$10.2K	0.26%	77
2024 Q4	$760K	Buy	1,804 +83	+5%	+$35.4K	0.31%	66
2024 Q3	$741K	Buy	1,721 +1	+0.1%	+$427	0.29%	71
2024 Q2	$769K	Sell	1,720 -299	-15%	-$126K	0.32%	62
2024 Q1	$850K	Sell	2,019 -219	-10%	-$88.7K	0.35%	57
2023 Q4	$841K	Sell	2,238 -1,382	-38%	-$492K	0.43%	52
2023 Q3	$1.14M	Buy	3,620 +1,460	+68%	+$482K	0.51%	38
2023 Q2	$735K	Sell	2,160 -377	-15%	-$118K	0.38%	59
2023 Q1	$731K	Sell	2,537 -344	-12%	-$87.7K	0.43%	56
2022 Q4	$691K	Buy	2,881 +530	+23%	+$127K	0.48%	53
2022 Q3	$547K	Buy	2,351 +30	+1%	+$7.92K	0.53%	53
2022 Q2	$596K	Buy	2,321 +339	+17%	+$92K	0.56%	55
2022 Q1	$611K	Hold	1,982	–	–	0.51%	57
2021 Q4	$667K	Buy	+1,982	New	+$643K	0.5%	53

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

Carmel Capital Partners's MSFT Position: Q1 2026 in Review

Carmel Capital Partners reduced its Microsoft (MSFT) stake by 4.3% in Q1 2026, selling an estimated $33.5K and leaving 1,797 shares worth $665K. The position accounts for 0.24% of the portfolio, ranked #75.

Carmel Capital Partners first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q3 2023. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Carmel Capital Partners held 1,797 shares of Microsoft worth $665K as of Q1 2026.
Carmel Capital Partners sold 80 Microsoft shares in Q1 2026, an estimated $33.5K.
Microsoft made up 0.24% of Carmel Capital Partners's portfolio in Q1 2026, its #75 holding.
Carmel Capital Partners first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Carmel Capital Partners's Microsoft position peaked at $1.14M in Q3 2023.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.