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Elo Mutual Pension Insurance’s Microsoft MSFT Stock Holding History

Elo Mutual Pension Insurance’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 		$256M Buy
692,766
+51,660
+8% +$21.6M 4.23% 3
2025
Q4 		$310M Sell
641,106
-17,581
-3% -$8.81M 4.75% 3
2025
Q3 		$341M Buy
658,687
+71,919
+12% +$36.7M 5.6% 3
2025
Q2 		$292M Sell
586,768
-30,752
-5% -$13.4M 5.95% 3
2025
Q1 		$232M Sell
617,520
-33,465
-5% -$13.6M 5.2% 3
2024
Q4 		$274M Sell
650,985
-20,055
-3% -$8.54M 5.83% 3
2024
Q3 		$289M Buy
671,040
+26,736
+4% +$11.4M 6.19% 2
2024
Q2 		$288M Sell
644,304
-840
-0.1% -$355K 6.75% 1
2024
Q1 		$271M Buy
645,144
+28,913
+5% +$11.7M 6.37% 1
2023
Q4 		$232M Buy
616,231
+25,026
+4% +$8.91M 6.23% 2
2023
Q3 		$187M Buy
591,205
+9,265
+2% +$3.06M 5.76% 3
2023
Q2 		$198M Buy
581,940
+16,475
+3% +$5.16M 5.83% 3
2023
Q1 		$163M Buy
565,465
+17,049
+3% +$4.35M 5.17% 3
2022
Q4 		$132M Buy
548,416
+14,729
+3% +$3.53M 4.51% 3
2022
Q3 		$124M Sell
533,687
-27,698
-5% -$7.31M 4.69% 3
2022
Q2 		$144M Buy
561,385
+2,592
+0.5% +$703K 4.85% 3
2022
Q1 		$172M Buy
558,793
+22,087
+4% +$6.64M 4.99% 3
2021
Q4 		$181M Buy
536,706
+37,623
+8% +$12.2M 4.98% 3
2021
Q3 		$141M Sell
499,083
-2,520
-0.5% -$733K 4.52% 3
2021
Q2 		$136M Sell
501,603
-16,567
-3% -$4.21M 4.51% 3
2021
Q1 		$122M Buy
518,170
+7,032
+1% +$1.63M 4.07% 4
2020
Q4 		$114M Buy
511,138
+473,092
+1,243% +$102M 3.77% 4
2020
Q3 		$8M Buy
+38,046
New +$7.99M 0.28% 19

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

Elo Mutual Pension Insurance's MSFT Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its Microsoft (MSFT) stake by 8.1% in Q1 2026, buying an estimated $21.6M and bringing the position to 692,766 shares worth $256M. The position accounts for 4.23% of the portfolio, ranked #3.

Elo Mutual Pension Insurance first reported a position in MSFT in Q3 2020 and has held it in 23 quarters since. The position peaked at $341M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Elo Mutual Pension Insurance held 692,766 shares of Microsoft worth $256M as of Q1 2026.
  • Elo Mutual Pension Insurance bought 51,660 Microsoft shares in Q1 2026, an estimated $21.6M.
  • Microsoft made up 4.23% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #3 holding.
  • Elo Mutual Pension Insurance first reported a position in Microsoft in Q3 2020 and has held it in 23 quarters since.
  • Elo Mutual Pension Insurance's Microsoft position peaked at $341M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.