DDD Partners’s Microsoft MSFT Stock Holding History

DDD Partners’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	$8.92M	Buy	+24,100	New	+$10.1M	0.62%	47

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

DDD Partners's MSFT Position: Q1 2026 in Review

DDD Partners increased its Microsoft (MSFT) stake by 0.33% in Q1 2026, buying an estimated $1.58M and bringing the position to 1,152,737 shares worth $427M. The position accounts for 29.42% of the portfolio, ranked #1.

DDD Partners first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $592M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

DDD Partners held 1,152,737 shares of Microsoft worth $427M as of Q1 2026.
DDD Partners bought 3,785 Microsoft shares in Q1 2026, an estimated $1.58M.
Microsoft made up 29.42% of DDD Partners's portfolio in Q1 2026, its #1 holding.
DDD Partners first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
DDD Partners's Microsoft position peaked at $592M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.