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Ewing Morris & Co Investment Partners’s Microsoft MSFT Stock Holding History

Ewing Morris & Co Investment 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 		$799K Buy
2,165
+1,146
+112% +$480K 0.36% 53
2025
Q4 		$499K Sell
1,019
-787
-44% -$394K 0.22% 72
2025
Q3 		$935K Sell
1,806
-1,800
-50% -$918K 0.4% 54
2025
Q2 		$1.79M Sell
3,606
-225
-6% -$97.7K 0.8% 34
2025
Q1 		$2.07M Buy
3,831
+186
+5% +$75.8K 0.65% 42
2024
Q4 		$1.54M Buy
+3,645
New +$1.55M 0.53% 47

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

Ewing Morris & Co Investment Partners's MSFT Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its Microsoft (MSFT) stake by 112% in Q1 2026, buying an estimated $480K and bringing the position to 2,165 shares worth $799K. The position accounts for 0.36% of the portfolio, ranked #53.

Ewing Morris & Co Investment Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q1 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ewing Morris & Co Investment Partners held 2,165 shares of Microsoft worth $799K as of Q1 2026.
  • Ewing Morris & Co Investment Partners bought 1,146 Microsoft shares in Q1 2026, an estimated $480K.
  • Microsoft made up 0.36% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #53 holding.
  • Ewing Morris & Co Investment Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Ewing Morris & Co Investment Partners's Microsoft position peaked at $2.07M in Q1 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.