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Eddie Patel Inc’s Microsoft MSFT Stock Holding History

Eddie Patel Inc’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 		$611K Sell
1,649
-558
-25% -$233K 0.47% 60
2025
Q4 		$1.07M Buy
+2,207
New +$1.11M 0.8% 33

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eddie Patel Inc's MSFT Position: Q1 2026 in Review

Eddie Patel Inc reduced its Microsoft (MSFT) stake by 25% in Q1 2026, selling an estimated $233K and leaving 1,649 shares worth $611K. The position accounts for 0.47% of the portfolio, ranked #60.

Eddie Patel Inc first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Eddie Patel Inc held 1,649 shares of Microsoft worth $611K as of Q1 2026.
  • Eddie Patel Inc sold 558 Microsoft shares in Q1 2026, an estimated $233K.
  • Microsoft made up 0.47% of Eddie Patel Inc's portfolio in Q1 2026, its #60 holding.
  • Eddie Patel Inc first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Eddie Patel Inc's Microsoft position peaked at $1.07M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Eddie Patel Inc's 13F filing for Q1 2026, filed 11 May 2026.