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Letson Investment Management’s Microsoft MSFT Stock Holding History

Letson Investment 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 		$704K Hold
1,903
– – 0.27% 59
2025
Q4 		$920K Buy
1,903
+20
+1% +$10K 0.34% 52
2025
Q3 		$975K Hold
1,883
– – 0.35% 52
2025
Q2 		$937K Hold
1,883
– – 0.37% 49
2025
Q1 		$707K Sell
1,883
-928
-33% -$378K 0.29% 54
2024
Q4 		$1.18M Buy
2,811
+42
+2% +$17.9K 0.48% 48
2024
Q3 		$1.19M Hold
2,769
– – 0.47% 49
2024
Q2 		$1.24M Buy
2,769
+360
+15% +$152K 0.55% 46
2024
Q1 		$1.01M Buy
2,409
+400
+20% +$162K 0.43% 51
2023
Q4 		$755K Buy
+2,009
New +$715K 0.35% 53

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

Letson Investment Management's MSFT Position: Q1 2026 in Review

Letson Investment Management held its Microsoft (MSFT) position steady in Q1 2026 at 1,903 shares worth $704K. The position accounts for 0.27% of the portfolio, ranked #59.

Letson Investment Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2024. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Letson Investment Management held 1,903 shares of Microsoft worth $704K as of Q1 2026.
  • Letson Investment Management left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.27% of Letson Investment Management's portfolio in Q1 2026, its #59 holding.
  • Letson Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Letson Investment Management's Microsoft position peaked at $1.24M in Q2 2024.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Letson Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.