FCM
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Family Capital Management’s Microsoft MSFT Stock Holding History

Family Capital 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 		$3.22M Buy
8,698
+650
+8% +$272K 1.43% 22
2025
Q4 		$3.89M Buy
8,048
+196
+2% +$98.2K 1.73% 15
2025
Q3 		$4.07M Buy
7,852
+941
+14% +$480K 1.94% 13
2025
Q2 		$3.44M Buy
6,911
+380
+6% +$165K 1.8% 14
2025
Q1 		$2.45M Buy
6,531
+298
+5% +$121K 1.51% 17
2024
Q4 		$2.63M Buy
6,233
+41
+0.7% +$17.5K 1.59% 16
2024
Q3 		$2.66M Buy
6,192
+40
+0.7% +$17.1K 1.72% 15
2024
Q2 		$2.75M Sell
6,152
-189
-3% -$79.8K 1.87% 13
2024
Q1 		$2.67M Buy
6,341
+68
+1% +$27.5K 1.86% 12
2023
Q4 		$2.36M Sell
6,273
-429
-6% -$153K 1.67% 15
2023
Q3 		$2.12M Sell
6,702
-53
-0.8% -$17.5K 1.4% 17
2023
Q2 		$2.3M Buy
6,755
+577
+9% +$181K 1.43% 17
2023
Q1 		$1.78M Buy
6,178
+262
+4% +$66.8K 0.77% 20
2022
Q4 		$1.42M Buy
+5,916
New +$1.42M 0.94% 23

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

Family Capital Management's MSFT Position: Q1 2026 in Review

Family Capital Management increased its Microsoft (MSFT) stake by 8.1% in Q1 2026, buying an estimated $272K and bringing the position to 8,698 shares worth $3.22M. The position accounts for 1.43% of the portfolio, ranked #22.

Family Capital Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.07M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Family Capital Management held 8,698 shares of Microsoft worth $3.22M as of Q1 2026.
  • Family Capital Management bought 650 Microsoft shares in Q1 2026, an estimated $272K.
  • Microsoft made up 1.43% of Family Capital Management's portfolio in Q1 2026, its #22 holding.
  • Family Capital Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Family Capital Management's Microsoft position peaked at $4.07M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.