InterCapital’s Microsoft MSFT Stock Holding History

InterCapital’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	$11.1M	Buy	29,902 +25,702	+612%	+$10.8M	3.7%	5
2025 Q4	$2.03M	Buy	+4,200	New	+$2.1M	0.72%	31

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

InterCapital's MSFT Position: Q1 2026 in Review

InterCapital increased its Microsoft (MSFT) stake by 612% in Q1 2026, buying an estimated $10.8M and bringing the position to 29,902 shares worth $11.1M. The position accounts for 3.7% of the portfolio, ranked #5.

InterCapital first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

InterCapital held 29,902 shares of Microsoft worth $11.1M as of Q1 2026.
InterCapital bought 25,702 Microsoft shares in Q1 2026, an estimated $10.8M.
Microsoft made up 3.7% of InterCapital's portfolio in Q1 2026, its #5 holding.
InterCapital first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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