Giverny Capital’s Microsoft MSFT Stock Holding History

Giverny Capital’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	$707K	Buy	1,910 +206	+12%	+$86.2K	0.03%	49
2025 Q4	$824K	Buy	1,704 +1	+0.1%	+$501	0.03%	44
2025 Q3	$882K	Sell	1,703 -600	-26%	-$306K	0.03%	47
2025 Q2	$1.15M	Buy	2,303 +316	+16%	+$137K	0.04%	47
2025 Q1	$746K	Sell	1,987 -367	-16%	-$150K	0.03%	50
2024 Q4	$992K	Buy	+2,354	New	+$1M	0.04%	51
2024 Q1	–	Sell	-288	Closed	-$108K	–	61
2023 Q4	$108K	Sell	288 -3,312	-92%	-$1.18M	0.01%	59
2023 Q3	$1.14M	Buy	3,600 +6	+0.2%	+$1.98K	0.06%	41
2023 Q2	$1.22M	Buy	3,594 +16	+0.4%	+$5.01K	0.06%	41
2023 Q1	$1.03M	Hold	3,578	–	–	0.06%	42
2022 Q4	$858K	Hold	3,578	–	–	0.05%	45
2022 Q3	$833K	Hold	3,578	–	–	0.06%	41
2022 Q2	$919K	Hold	3,578	–	–	0.06%	41
2022 Q1	$1.1M	Hold	3,578	–	–	0.06%	40
2021 Q4	$1.2M	Hold	3,578	–	–	0.06%	43
2021 Q3	$1.01M	Hold	3,578	–	–	0.06%	41
2021 Q2	$969K	Hold	3,578	–	–	0.06%	40
2021 Q1	$844K	Hold	3,578	–	–	0.06%	39
2020 Q4	$796K	Buy	3,578 +49	+1%	+$10.5K	0.06%	39
2020 Q3	$742K	Hold	3,529	–	–	0.07%	41
2020 Q2	$718K	Buy	+3,529	New	+$641K	0.07%	39

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

Giverny Capital's MSFT Position: Q1 2026 in Review

Giverny Capital increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $86.2K and bringing the position to 1,910 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #49.

Giverny Capital first reported a position in MSFT in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.22M in Q2 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Giverny Capital held 1,910 shares of Microsoft worth $707K as of Q1 2026.
Giverny Capital bought 206 Microsoft shares in Q1 2026, an estimated $86.2K.
Microsoft made up 0.03% of Giverny Capital's portfolio in Q1 2026, its #49 holding.
Giverny Capital first reported a position in Microsoft in Q2 2020 and has held it in 21 quarters since.
Giverny Capital's Microsoft position peaked at $1.22M in Q2 2023.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.