Charles-Lim Capital’s Microsoft MSFT Stock Holding History

Charles-Lim Capital’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
2025 Q4	–	Sell	-60,000	Closed	-$31.1M	–	8
2025 Q3	$31.1M	Buy	+60,000	New	+$30.6M	7.93%	6
2023 Q4	–	Sell	-90,000	Closed	-$28.4M	–	8
2023 Q3	$28.4M	Buy	+90,000	New	+$29.7M	6.57%	4
2022 Q4	–	Sell	-75,000	Closed	-$17.5M	–	11
2022 Q3	$17.5M	Buy	+75,000	New	+$19.8M	3.51%	5
2021 Q2	–	Sell	-10,000	Closed	-$2.36M	–	8
2021 Q1	$2.36M	Buy	+10,000	New	+$2.32M	0.27%	6
2020 Q3	–	Sell	-27,122	Closed	-$5.52M	–	6
2020 Q2	$5.52M	Buy	+27,122	New	+$4.92M	0.65%	5

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles-Lim Capital's MSFT Position: Q4 2025 in Review

Charles-Lim Capital sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 60,000 shares — an estimated $31.1M sold.

Charles-Lim Capital first reported a position in MSFT in Q2 2020 and held it in 5 quarters. The position peaked at $31.1M in Q3 2025. 6,309 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Charles-Lim Capital reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
Charles-Lim Capital sold 60,000 Microsoft shares in Q4 2025, an estimated $31.1M.
Charles-Lim Capital first reported a position in Microsoft in Q2 2020 and held it in 5 quarters.
Charles-Lim Capital's Microsoft position peaked at $31.1M in Q3 2025.
6,309 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Charles-Lim Capital's 13F filing for Q4 2025, filed 13 Feb 2026.