FM
MSFT icon

Family Management’s Microsoft MSFT Stock Holding History

Family 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
2025
Q4 		– Sell
-2,300
Closed -$1.19M – 304
2025
Q3 		$1.19M Hold
2,300
– – 0.16% 92
2025
Q2 		$1.14M Buy
2,300
+500
+28% +$217K 0.17% 93
2025
Q1 		$676K Hold
1,800
– – 0.11% 104
2024
Q4 		$759K Buy
+1,800
New +$767K 0.12% 95

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 Management's MSFT Position: Q1 2026 in Review

Family Management increased its Microsoft (MSFT) stake by 9.9% in Q1 2026, buying an estimated $2.09M and bringing the position to 55,128 shares worth $20.4M. The position accounts for 2.45% of the portfolio, ranked #10.

Family Management first reported a position in MSFT in Q2 2013 and has held it in 50 quarters since. The position peaked at $25.1M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Family Management held 55,128 shares of Microsoft worth $20.4M as of Q1 2026.
  • Family Management bought 4,987 Microsoft shares in Q1 2026, an estimated $2.09M.
  • Microsoft made up 2.45% of Family Management's portfolio in Q1 2026, its #10 holding.
  • Family Management first reported a position in Microsoft in Q2 2013 and has held it in 50 quarters since.
  • Family Management's Microsoft position peaked at $25.1M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.