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Locust Wood Capital Advisers’s Microsoft MSFT Stock Holding History

Locust Wood Capital Advisers’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 		– Sell
-32,000
Closed -$15.5M – 38
2025
Q4 		$15.5M Buy
+32,000
New +$16M 0.37% 35

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Locust Wood Capital Advisers's MSFT Position: Q1 2026 in Review

Locust Wood Capital Advisers reduced its Microsoft (MSFT) stake by 6.3% in Q1 2026, selling an estimated $14.8M and leaving 525,373 shares worth $194M. The position accounts for 4.93% of the portfolio, ranked #7.

Locust Wood Capital Advisers first reported a position in MSFT in Q2 2013 and has held it in 43 quarters since. The position peaked at $271M in Q4 2025. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Locust Wood Capital Advisers held 525,373 shares of Microsoft worth $194M as of Q1 2026.
  • Locust Wood Capital Advisers sold 35,317 Microsoft shares in Q1 2026, an estimated $14.8M.
  • Microsoft made up 4.93% of Locust Wood Capital Advisers's portfolio in Q1 2026, its #7 holding.
  • Locust Wood Capital Advisers first reported a position in Microsoft in Q2 2013 and has held it in 43 quarters since.
  • Locust Wood Capital Advisers's Microsoft position peaked at $271M in Q4 2025.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q1 2026, filed 11 May 2026.