Graham Capital Wealth Management’s Microsoft MSFT Stock Holding History

Graham Capital Wealth 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	$548K	Hold	1,480	–	–	0.49%	37
2025 Q4	$716K	Sell	1,480 -23	-2%	-$11.5K	0.66%	35
2025 Q3	$778K	Hold	1,503	–	–	0.79%	36
2025 Q2	$748K	Buy	1,503 +187	+14%	+$81.2K	0.83%	32
2025 Q1	$494K	Sell	1,316 -399	-23%	-$163K	0.53%	39
2024 Q4	$723K	Buy	1,715 +4	+0.2%	+$1.7K	0.62%	38
2024 Q3	$736K	Hold	1,711	–	–	0.75%	26
2024 Q2	$765K	Sell	1,711 -841	-33%	-$355K	1.03%	20
2024 Q1	$1.07M	Sell	2,552 -18	-0.7%	-$7.29K	1.83%	15
2023 Q4	$966K	Buy	2,570 +32	+1%	+$11.4K	2.55%	11
2023 Q3	$864K	Hold	2,538	–	–	2.04%	14
2023 Q2	$864K	Buy	2,538 +15	+0.6%	+$4.7K	2.04%	14
2023 Q1	$7.27M	Buy	2,523 +5	+0.2%	+$1.27K	1.05%	21
2022 Q4	$604K	Sell	2,518 -41	-2%	-$9.84K	1.08%	30
2022 Q3	$596K	Buy	2,559 +26	+1%	+$6.87K	0.71%	37
2022 Q2	$651K	Hold	2,533	–	–	0.57%	54
2022 Q1	$781K	Sell	2,533 -481	-16%	-$145K	0.69%	52
2021 Q4	$1.01M	Buy	+3,014	New	+$977K	0.83%	49

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

Graham Capital Wealth Management's MSFT Position: Q1 2026 in Review

Graham Capital Wealth Management held its Microsoft (MSFT) position steady in Q1 2026 at 1,480 shares worth $548K. The position accounts for 0.49% of the portfolio, ranked #37.

Graham Capital Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.27M in Q1 2023. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Graham Capital Wealth Management held 1,480 shares of Microsoft worth $548K as of Q1 2026.
Graham Capital Wealth Management left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.49% of Graham Capital Wealth Management's portfolio in Q1 2026, its #37 holding.
Graham Capital Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Graham Capital Wealth Management's Microsoft position peaked at $7.27M in Q1 2023.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.