DC Investments Management’s Microsoft MSFT Stock Holding History

DC Investments 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	$423K	Hold	1,142	–	–	0.16%	56
2025 Q4	$552K	Hold	1,142	–	–	0.24%	44
2025 Q3	$591K	Hold	1,142	–	–	0.25%	51
2025 Q2	$568K	Hold	1,142	–	–	0.24%	63
2025 Q1	$429K	Buy	+1,142	New	+$466K	0.22%	80
2020 Q4	–	Sell	-70,660	Closed	-$14.9M	–	83
2020 Q3	$14.9M	Sell	70,660 -80,671	-53%	-$16.9M	16.22%	1
2020 Q2	$30.8M	Buy	+151,331	New	+$27.5M	11.32%	1
2018 Q2	–	Sell	-3,183	Closed	-$291K	–	361
2018 Q1	$291K	Sell	3,183 -367	-10%	-$33.6K	0.2%	187
2017 Q4	$304K	Buy	+3,550	New	+$291K	0.13%	221

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

DC Investments Management's MSFT Position: Q1 2026 in Review

DC Investments Management held its Microsoft (MSFT) position steady in Q1 2026 at 1,142 shares worth $423K. The position accounts for 0.16% of the portfolio, ranked #56.

DC Investments Management first reported a position in MSFT in Q4 2017 and has held it in 9 quarters since. The position peaked at $30.8M in Q2 2020. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

DC Investments Management held 1,142 shares of Microsoft worth $423K as of Q1 2026.
DC Investments Management left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.16% of DC Investments Management's portfolio in Q1 2026, its #56 holding.
DC Investments Management first reported a position in Microsoft in Q4 2017 and has held it in 9 quarters since.
DC Investments Management's Microsoft position peaked at $30.8M in Q2 2020.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on DC Investments Management's 13F filing for Q1 2026, filed 14 May 2026.