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J. Hagan Capital’s Microsoft MSFT Stock Holding History

J. Hagan 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
2026
Q1 		$2.01M Buy
5,436
+705
+15% +$295K 1.09% 22
2025
Q4 		$2.29M Sell
4,731
-332
-7% -$166K 1.27% 21
2025
Q3 		$2.62M Sell
5,063
-149
-3% -$76K 1.59% 20
2025
Q2 		$2.66M Buy
5,212
+94
+2% +$40.8K 1.8% 18
2025
Q1 		$2.16M Buy
+5,118
New +$2.09M 1.75% 19

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

J. Hagan Capital's MSFT Position: Q1 2026 in Review

J. Hagan Capital increased its Microsoft (MSFT) stake by 15% in Q1 2026, buying an estimated $295K and bringing the position to 5,436 shares worth $2.01M. The position accounts for 1.09% of the portfolio, ranked #22.

J. Hagan Capital first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.66M in Q2 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • J. Hagan Capital held 5,436 shares of Microsoft worth $2.01M as of Q1 2026.
  • J. Hagan Capital bought 705 Microsoft shares in Q1 2026, an estimated $295K.
  • Microsoft made up 1.09% of J. Hagan Capital's portfolio in Q1 2026, its #22 holding.
  • J. Hagan Capital first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • J. Hagan Capital's Microsoft position peaked at $2.66M in Q2 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on J. Hagan Capital's 13F filing for Q1 2026, filed 13 May 2026.