Fogel Capital Management’s Microsoft MSFT Stock Holding History

Fogel 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	$18.4M	Buy	49,776 +1,562	+3%	+$654K	8.43%	2
2025 Q4	$23.3M	Buy	48,214 +675	+1%	+$338K	10.75%	2
2025 Q3	$24.6M	Sell	47,539 -59	-0.1%	-$30.1K	11.39%	2
2025 Q2	$23.7M	Sell	47,598 -23,990	-34%	-$10.4M	12.63%	1
2025 Q1	$26.9M	Buy	71,588 +441	+0.6%	+$180K	14.45%	1
2024 Q4	$30M	Buy	71,147 +329	+0.5%	+$140K	15.07%	1
2024 Q3	$30.5M	Sell	70,818 -2,438	-3%	-$1.04M	15.72%	1
2024 Q2	$32.7M	Buy	73,256 +240	+0.3%	+$101K	17.44%	1
2024 Q1	$29.7M	Sell	73,016 -3,336	-4%	-$1.35M	17.46%	1
2023 Q4	$31.6M	Buy	+76,352	New	+$27.2M	24.14%	1

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fogel Capital Management increased its Microsoft (MSFT) stake by 3.2% in Q1 2026, buying an estimated $654K and bringing the position to 49,776 shares worth $18.4M. The position accounts for 8.43% of the portfolio, ranked #2.

Fogel Capital Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.7M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Fogel Capital Management held 49,776 shares of Microsoft worth $18.4M as of Q1 2026.
Fogel Capital Management bought 1,562 Microsoft shares in Q1 2026, an estimated $654K.
Microsoft made up 8.43% of Fogel Capital Management's portfolio in Q1 2026, its #2 holding.
Fogel Capital Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Fogel Capital Management's Microsoft position peaked at $32.7M in Q2 2024.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.