CCM
MSFT icon

CFO Capital Management’s Microsoft MSFT Stock Holding History

CFO Capital 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 		$3.67M Buy
9,961
+887
+10% +$371K 3.02% 5
2025
Q4 		$4.39M Buy
+9,074
New +$4.55M 3.29% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

CFO Capital Management's MSFT Position: Q1 2026 in Review

CFO Capital Management increased its Microsoft (MSFT) stake by 9.8% in Q1 2026, buying an estimated $371K and bringing the position to 9,961 shares worth $3.67M. The position accounts for 3.02% of the portfolio, ranked #5.

CFO Capital Management first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.39M in Q4 2025. 6,201 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • CFO Capital Management held 9,961 shares of Microsoft worth $3.67M as of Q1 2026.
  • CFO Capital Management bought 887 Microsoft shares in Q1 2026, an estimated $371K.
  • Microsoft made up 3.02% of CFO Capital Management's portfolio in Q1 2026, its #5 holding.
  • CFO Capital Management first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Microsoft position peaked at $4.39M in Q4 2025.
  • 6,201 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.