Elefante Mark B’s Microsoft MSFT Stock Holding History

Elefante Mark B’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	$7.11M	Buy	19,196 +3,087	+19%	+$1.29M	3.91%	7
2025 Q4	$7.79M	Buy	16,109 +809	+5%	+$405K	4.77%	4
2025 Q3	$7.92M	Buy	15,300 +1,810	+13%	+$923K	5.07%	4
2025 Q2	$6.71M	Buy	13,490 +221	+2%	+$96K	5.04%	2
2025 Q1	$4.98M	Buy	13,269 +2,360	+22%	+$962K	3.95%	8
2024 Q4	$4.6M	Buy	+10,909	New	+$4.65M	4.2%	6
2020 Q2	$1.05M	Buy	5,186 +213	+4%	+$38.7K	3.56%	6
2020 Q1	$785K	Buy	4,973 +365	+8%	+$60K	3.43%	8
2019 Q4	$727K	Buy	4,608 +393	+9%	+$57.7K	2.64%	17
2019 Q3	$586K	Buy	4,215 +735	+21%	+$101K	2.3%	22
2019 Q2	$466K	Buy	3,480 +1,145	+49%	+$145K	1.81%	26
2019 Q1	$275K	Buy	+2,335	New	+$255K	1.2%	32

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

Elefante Mark B's MSFT Position: Q1 2026 in Review

Elefante Mark B increased its Microsoft (MSFT) stake by 19% in Q1 2026, buying an estimated $1.29M and bringing the position to 19,196 shares worth $7.11M. The position accounts for 3.91% of the portfolio, ranked #7.

Elefante Mark B first reported a position in MSFT in Q1 2019 and has held it in 12 quarters since. The position peaked at $7.92M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Elefante Mark B held 19,196 shares of Microsoft worth $7.11M as of Q1 2026.
Elefante Mark B bought 3,087 Microsoft shares in Q1 2026, an estimated $1.29M.
Microsoft made up 3.91% of Elefante Mark B's portfolio in Q1 2026, its #7 holding.
Elefante Mark B first reported a position in Microsoft in Q1 2019 and has held it in 12 quarters since.
Elefante Mark B's Microsoft position peaked at $7.92M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.