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Gold Investment Management’s Microsoft MSFT Stock Holding History

Gold Investment 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 		$7.44M Buy
20,095
+389
+2% +$163K 2.3% 8
2025
Q4 		$9.53M Buy
19,706
+71
+0.4% +$35.6K 3.04% 5
2025
Q3 		$10.2M Buy
19,635
+87
+0.4% +$44.4K 3.42% 3
2025
Q2 		$9.66M Buy
19,548
+1,055
+6% +$458K 3.64% 1
2025
Q1 		$6.94M Sell
18,493
-3,965
-18% -$1.62M 2.93% 1
2024
Q4 		$9.47M Sell
22,458
-463
-2% -$197K 3.99% 1
2024
Q3 		$9.84M Sell
22,921
-2,332
-9% -$997K 4.12% 1
2024
Q2 		$11.3M Sell
25,253
-888
-3% -$375K 4.77% 1
2024
Q1 		$11M Sell
26,141
-2,096
-7% -$849K 4.44% 1
2023
Q4 		$10.6M Buy
+28,237
New +$10.1M 4.54% 1

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

Gold Investment Management's MSFT Position: Q1 2026 in Review

Gold Investment Management increased its Microsoft (MSFT) stake by 2% in Q1 2026, buying an estimated $163K and bringing the position to 20,095 shares worth $7.44M. The position accounts for 2.3% of the portfolio, ranked #8.

Gold Investment Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Gold Investment Management held 20,095 shares of Microsoft worth $7.44M as of Q1 2026.
  • Gold Investment Management bought 389 Microsoft shares in Q1 2026, an estimated $163K.
  • Microsoft made up 2.3% of Gold Investment Management's portfolio in Q1 2026, its #8 holding.
  • Gold Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Gold Investment Management's Microsoft position peaked at $11.3M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.