DCF Advisers’s Microsoft MSFT Stock Holding History

DCF Advisers’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	$370K	Buy	+1,000	New	+$418K	0.1%	78

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

DCF Advisers's MSFT Position: Q1 2026 in Review

DCF Advisers opened a new position in Microsoft (MSFT) in Q1 2026: 1,500 shares worth $555K. The stake represents 0.15% of the portfolio and ranks #73 among its holdings. This is a return to the name: DCF Advisers previously reported a position in MSFT as recently as Q4 2021.

DCF Advisers first reported a position in MSFT in Q1 2020 and has held it in 9 quarters since. The position peaked at $841K in Q4 2021. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

DCF Advisers held 1,500 shares of Microsoft worth $555K as of Q1 2026.
Microsoft was a new DCF Advisers position in Q1 2026.
Microsoft made up 0.15% of DCF Advisers's portfolio in Q1 2026, its #73 holding.
DCF Advisers first reported a position in Microsoft in Q1 2020 and has held it in 9 quarters since.
DCF Advisers's Microsoft position peaked at $841K in Q4 2021.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on DCF Advisers's 13F filing for Q1 2026, filed 11 May 2026.