Fulcrum Asset Management’s Microsoft MSFT Stock Holding History

Fulcrum Asset 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	$25.2M	Buy	70,272 +11,202	+19%	+$4.69M	3.81%	2
2025 Q4	$28.8M	Buy	59,070 +515	+0.9%	+$258K	8.01%	2
2025 Q3	$30.3M	Sell	58,555 -1,626	-3%	-$829K	8.41%	2
2025 Q2	$29.9M	Buy	+60,181	New	+$26.1M	8.54%	2
2022 Q1	–	Hold	0	–	–	–	63
2021 Q4	–	Hold	0	–	–	–	169
2021 Q3	–	Hold	0	–	–	–	171
2021 Q2	–	Hold	0	–	–	–	136
2021 Q1	–	Hold	0	–	–	–	93
2020 Q4	–	Hold	0	–	–	–	55
2020 Q3	–	Sell	-8,867	Closed	-$1.86M	–	8
2020 Q2	$1.89M	Buy	+8,867	New	+$1.61M	0.63%	55

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

Fulcrum Asset Management's MSFT Position: Q1 2026 in Review

Fulcrum Asset Management increased its Microsoft (MSFT) stake by 19% in Q1 2026, buying an estimated $4.69M and bringing the position to 70,272 shares worth $25.2M. The position accounts for 3.81% of the portfolio, ranked #2.

Fulcrum Asset Management first reported a position in MSFT in Q2 2020 and has held it in 5 quarters since. The position peaked at $30.3M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Fulcrum Asset Management held 70,272 shares of Microsoft worth $25.2M as of Q1 2026.
Fulcrum Asset Management bought 11,202 Microsoft shares in Q1 2026, an estimated $4.69M.
Microsoft made up 3.81% of Fulcrum Asset Management's portfolio in Q1 2026, its #2 holding.
Fulcrum Asset Management first reported a position in Microsoft in Q2 2020 and has held it in 5 quarters since.
Fulcrum Asset Management's Microsoft position peaked at $30.3M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.