Grace & Mercy Foundation’s Microsoft MSFT Stock Holding History

Grace & Mercy Foundation’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	$44.2M	Buy	119,530 +1,000	+0.8%	+$418K	10.8%	4
2025 Q4	$57.3M	Hold	118,530	–	–	12.95%	4
2025 Q3	$61.4M	Hold	118,530	–	–	13.07%	3
2025 Q2	$59M	Sell	118,530 -10,700	-8%	-$4.65M	12.22%	5
2025 Q1	$48.5M	Hold	129,230	–	–	12.1%	5
2024 Q4	$54.5M	Hold	129,230	–	–	12.26%	4
2024 Q3	$55.6M	Hold	129,230	–	–	12.66%	4
2024 Q2	$57.8M	Hold	129,230	–	–	13.07%	4
2024 Q1	$54.4M	Hold	129,230	–	–	13.81%	4
2023 Q4	$48.6M	Hold	129,230	–	–	12.96%	4
2023 Q3	$40.8M	Buy	129,230 +6,500	+5%	+$2.15M	12.36%	4
2023 Q2	$41.8M	Sell	122,730 -32,100	-21%	-$10.1M	12.71%	4
2023 Q1	$44.6M	Buy	154,830 +40,200	+35%	+$10.3M	16.07%	3
2022 Q4	$27.5M	Buy	+114,630	New	+$27.5M	14.54%	2

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

Grace & Mercy Foundation's MSFT Position: Q1 2026 in Review

Grace & Mercy Foundation increased its Microsoft (MSFT) stake by 0.84% in Q1 2026, buying an estimated $418K and bringing the position to 119,530 shares worth $44.2M. The position accounts for 10.8% of the portfolio, ranked #4.

Grace & Mercy Foundation first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $61.4M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Grace & Mercy Foundation held 119,530 shares of Microsoft worth $44.2M as of Q1 2026.
Grace & Mercy Foundation bought 1,000 Microsoft shares in Q1 2026, an estimated $418K.
Microsoft made up 10.8% of Grace & Mercy Foundation's portfolio in Q1 2026, its #4 holding.
Grace & Mercy Foundation first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Grace & Mercy Foundation's Microsoft position peaked at $61.4M in Q3 2025.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Grace & Mercy Foundation's 13F filing for Q1 2026, filed 15 May 2026.