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Fortress Private Ledger’s Microsoft MSFT Stock Holding History

Fortress Private Ledger’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 		$7.93M Buy
21,416
+2,249
+12% +$941K 2.48% 6
2025
Q4 		$9.27M Buy
19,167
+2,162
+13% +$1.08M 3.05% 5
2025
Q3 		$8.81M Buy
17,005
+4,185
+33% +$2.13M 3.21% 5
2025
Q2 		$6.38M Buy
12,820
+413
+3% +$179K 2.9% 5
2025
Q1 		$4.66M Buy
12,407
+799
+7% +$326K 2.6% 5
2024
Q4 		$4.89M Buy
+11,608
New +$4.94M 2.99% 5

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

Fortress Private Ledger's MSFT Position: Q1 2026 in Review

Fortress Private Ledger increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $941K and bringing the position to 21,416 shares worth $7.93M. The position accounts for 2.48% of the portfolio, ranked #6.

Fortress Private Ledger first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.27M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Fortress Private Ledger held 21,416 shares of Microsoft worth $7.93M as of Q1 2026.
  • Fortress Private Ledger bought 2,249 Microsoft shares in Q1 2026, an estimated $941K.
  • Microsoft made up 2.48% of Fortress Private Ledger's portfolio in Q1 2026, its #6 holding.
  • Fortress Private Ledger first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Fortress Private Ledger's Microsoft position peaked at $9.27M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.