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Generation Capital Management’s Microsoft MSFT Stock Holding History

Generation 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 		$3.29M Sell
8,893
-55
-0.6% -$23K 2.41% 13
2025
Q4 		$4.33M Buy
8,948
+120
+1% +$60.1K 2.81% 9
2025
Q3 		$4.57M Buy
8,828
+9
+0.1% +$4.59K 3.31% 7
2025
Q2 		$4.39M Buy
8,819
+109
+1% +$47.3K 3.47% 6
2025
Q1 		$3.27M Sell
8,710
-181
-2% -$73.8K 2.94% 10
2024
Q4 		$3.75M Buy
+8,891
New +$3.79M 3.21% 9

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Generation Capital Management reduced its Microsoft (MSFT) stake by 0.61% in Q1 2026, selling an estimated $23K and leaving 8,893 shares worth $3.29M. The position accounts for 2.41% of the portfolio, ranked #13.

Generation Capital Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.57M in Q3 2025. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Generation Capital Management held 8,893 shares of Microsoft worth $3.29M as of Q1 2026.
  • Generation Capital Management sold 55 Microsoft shares in Q1 2026, an estimated $23K.
  • Microsoft made up 2.41% of Generation Capital Management's portfolio in Q1 2026, its #13 holding.
  • Generation Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Generation Capital Management's Microsoft position peaked at $4.57M in Q3 2025.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.