Ground Swell Capital’s Microsoft MSFT Stock Holding History

Ground Swell 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
2025 Q4	–	Sell	-3,051	Closed	-$1.58M	–	146
2025 Q3	$1.58M	Buy	+3,051	New	+$1.56M	3.46%	5
2025 Q1	–	Sell	-1,169	Closed	-$493K	–	217
2024 Q4	$493K	Sell	1,169 -20,462	-95%	-$8.72M	0.74%	25
2024 Q3	$9.31M	Buy	+21,631	New	+$9.25M	8.19%	4
2024 Q1	–	Sell	-3,242	Closed	-$1.22M	–	104
2023 Q4	$1.22M	Buy	+3,242	New	+$1.15M	4.48%	3
2022 Q4	–	Sell	-2,944	Closed	-$686K	–	120
2022 Q3	$686K	Buy	2,944 +567	+24%	+$150K	1.95%	14
2022 Q2	$610K	Buy	+2,377	New	+$645K	1.12%	9
2022 Q1	–	Sell	-1,468	Closed	-$494K	–	95
2021 Q4	$494K	Buy	+1,468	New	+$476K	2.87%	6
2014 Q3	$644K	Buy	13,885 +5,429	+64%	+$242K	1.22%	4
2014 Q2	$353K	Buy	+8,456	New	+$342K	0.69%	11

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ground Swell Capital's MSFT Position: Q4 2025 in Review

Ground Swell Capital sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 3,051 shares — an estimated $1.58M sold.

Ground Swell Capital first reported a position in MSFT in Q2 2014 and held it in 9 quarters. The position peaked at $9.31M in Q3 2024. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Ground Swell Capital reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 3,051 Microsoft shares in Q4 2025, an estimated $1.58M.
Ground Swell Capital first reported a position in Microsoft in Q2 2014 and held it in 9 quarters.
Ground Swell Capital's Microsoft position peaked at $9.31M in Q3 2024.
6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.