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Figure 8 Investment Strategies’s Microsoft MSFT Stock Holding History

Figure 8 Investment Strategies’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 		$5.2M Sell
14,044
-245
-2% -$103K 5.08% 3
2025
Q4 		$6.91M Sell
14,289
-325
-2% -$163K 6.15% 3
2025
Q3 		$7.57M Sell
14,614
-57
-0.4% -$29.1K 6.74% 1
2025
Q2 		$7.3M Sell
14,671
-470
-3% -$204K 7.13% 1
2025
Q1 		$5.68M Sell
15,141
-10
-0.1% -$4.08K 5.95% 2
2024
Q4 		$6.39M Buy
+15,151
New +$6.45M 6.26% 2

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

Figure 8 Investment Strategies's MSFT Position: Q1 2026 in Review

Figure 8 Investment Strategies reduced its Microsoft (MSFT) stake by 1.7% in Q1 2026, selling an estimated $103K and leaving 14,044 shares worth $5.2M. The position accounts for 5.08% of the portfolio, ranked #3.

Figure 8 Investment Strategies first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.57M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Figure 8 Investment Strategies held 14,044 shares of Microsoft worth $5.2M as of Q1 2026.
  • Figure 8 Investment Strategies sold 245 Microsoft shares in Q1 2026, an estimated $103K.
  • Microsoft made up 5.08% of Figure 8 Investment Strategies's portfolio in Q1 2026, its #3 holding.
  • Figure 8 Investment Strategies first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Figure 8 Investment Strategies's Microsoft position peaked at $7.57M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2026, filed 23 Apr 2026.