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Elm Partners Management’s Microsoft MSFT Stock Holding History

Elm Partners 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 		$1.93M Buy
5,364
+33
+0.6% +$13.8K 0.08% 55
2025
Q4 		$2.58M Buy
5,331
+36
+0.7% +$18K 0.12% 51
2025
Q3 		$2.74M Buy
5,295
+3,889
+277% +$1.98M 0.14% 46
2025
Q2 		$699K Buy
1,406
+607
+76% +$264K 0.04% 67
2025
Q1 		$300K Buy
799
+116
+17% +$47.3K 0.02% 58
2024
Q4 		$288K Buy
683
+212
+45% +$90.3K 0.02% 63
2024
Q3 		$203K Buy
+471
New +$201K 0.01% 60

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

Elm Partners Management's MSFT Position: Q1 2026 in Review

Elm Partners Management increased its Microsoft (MSFT) stake by 0.62% in Q1 2026, buying an estimated $13.8K and bringing the position to 5,364 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #55.

Elm Partners Management first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Elm Partners Management held 5,364 shares of Microsoft worth $1.93M as of Q1 2026.
  • Elm Partners Management bought 33 Microsoft shares in Q1 2026, an estimated $13.8K.
  • Microsoft made up 0.08% of Elm Partners Management's portfolio in Q1 2026, its #55 holding.
  • Elm Partners Management first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Elm Partners Management's Microsoft position peaked at $2.74M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.