Compound Global Advisors’s Microsoft MSFT Stock Holding History

Compound Global Advisors’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	$185K	Buy	501 +345	+221%	+$144K	5.75%	5
2025 Q4	$75.4K	Hold	156	–	–	4.18%	9
2025 Q3	$80.8K	Hold	156	–	–	4.38%	8
2025 Q2	$77.6K	Sell	156 -2,373	-94%	-$1.03M	7.07%	6
2025 Q1	$901K	Sell	2,529 -971	-28%	-$396K	5.32%	4
2024 Q4	$1.48M	Buy	+3,500	New	+$1.49M	6%	2
2024 Q1	$35.4M	Sell	84,193 -2,250	-3%	-$911K	5.28%	2
2023 Q4	$32.5M	Buy	86,443 +7,584	+10%	+$2.7M	6.02%	1
2023 Q3	$24.9M	Buy	78,859 +19,026	+32%	+$6.29M	5.46%	1
2023 Q2	$20.4M	Sell	59,833 -13,947	-19%	-$4.37M	4.7%	6
2023 Q1	$21.3M	Sell	73,780 -25,179	-25%	-$6.42M	5.41%	1
2022 Q4	$23.7M	Buy	+98,959	New	+$23.7M	6.76%	1

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

Compound Global Advisors's MSFT Position: Q1 2026 in Review

Compound Global Advisors increased its Microsoft (MSFT) stake by 221% in Q1 2026, buying an estimated $144K and bringing the position to 501 shares worth $185K. The position accounts for 5.75% of the portfolio, ranked #5.

Compound Global Advisors first reported a position in MSFT in Q4 2022 and has held it in 12 quarters since. The position peaked at $35.4M in Q1 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Compound Global Advisors held 501 shares of Microsoft worth $185K as of Q1 2026.
Compound Global Advisors bought 345 Microsoft shares in Q1 2026, an estimated $144K.
Microsoft made up 5.75% of Compound Global Advisors's portfolio in Q1 2026, its #5 holding.
Compound Global Advisors first reported a position in Microsoft in Q4 2022 and has held it in 12 quarters since.
Compound Global Advisors's Microsoft position peaked at $35.4M in Q1 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Compound Global Advisors's 13F filing for Q1 2026, filed 7 May 2026.