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Interchange Capital Partners’s Microsoft MSFT Stock Holding History

Interchange Capital Partners’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 		$9.27M Sell
24,773
-8,603
-26% -$3.6M 2.93% 4
2025
Q4 		$16.1M Buy
33,376
+922
+3% +$462K 2.99% 5
2025
Q3 		$16.8M Buy
32,454
+6,055
+23% +$3.09M 3.29% 5
2025
Q2 		$13.1M Buy
26,399
+165
+0.6% +$71.7K 3.03% 6
2025
Q1 		$9.85M Buy
26,234
+7,200
+38% +$2.94M 2.76% 5
2024
Q4 		$8.03M Sell
19,034
-924
-5% -$394K 2.89% 5
2024
Q3 		$8.59M Sell
19,958
-286
-1% -$122K 3.02% 3
2024
Q2 		$9.05M Buy
20,244
+12,534
+163% +$5.29M 3.3% 3
2024
Q1 		$3.25M Sell
7,710
-164
-2% -$66.4K 2.19% 7
2023
Q4 		$2.96M Sell
7,874
-2,331
-23% -$830K 2.22% 10
2023
Q3 		$3.22M Buy
10,205
+392
+4% +$130K 2.56% 6
2023
Q2 		$3.34M Sell
9,813
-3,919
-29% -$1.23M 2.55% 9
2023
Q1 		$3.97M Buy
13,732
+7,662
+126% +$1.95M 2.15% 8
2022
Q4 		$1.46M Sell
6,070
-756
-11% -$181K 1.48% 15
2022
Q3 		$1.59M Buy
6,826
+1,312
+24% +$346K 1.74% 12
2022
Q2 		$1.42M Buy
5,514
+2,389
+76% +$648K 1.59% 14
2022
Q1 		$963K Buy
3,125
+1,663
+114% +$500K 0.99% 18
2021
Q4 		$491K Sell
1,462
-5,684
-80% -$1.84M 0.49% 68
2021
Q3 		$2.01M Sell
7,146
-538
-7% -$157K 3.37% 2
2021
Q2 		$2.08M Sell
7,684
-213
-3% -$54.1K 3.22% 2
2021
Q1 		$2.05M Sell
7,897
-1,081
-12% -$251K 1.11% 11
2020
Q4 		$2M Buy
+8,978
New +$1.93M 1.08% 10

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

Interchange Capital Partners's MSFT Position: Q1 2026 in Review

Interchange Capital Partners reduced its Microsoft (MSFT) stake by 26% in Q1 2026, selling an estimated $3.6M and leaving 24,773 shares worth $9.27M. The position accounts for 2.93% of the portfolio, ranked #4.

Interchange Capital Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.8M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Interchange Capital Partners held 24,773 shares of Microsoft worth $9.27M as of Q1 2026.
  • Interchange Capital Partners sold 8,603 Microsoft shares in Q1 2026, an estimated $3.6M.
  • Microsoft made up 2.93% of Interchange Capital Partners's portfolio in Q1 2026, its #4 holding.
  • Interchange Capital Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Interchange Capital Partners's Microsoft position peaked at $16.8M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.