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Luminist Capital’s Microsoft MSFT Stock Holding History

Luminist 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 		$221K Buy
598
+45
+8% +$18.8K 0.29% 31
2025
Q4 		$268K Buy
553
+15
+3% +$7.52K 0.33% 36
2025
Q3 		$280K Buy
538
+110
+26% +$56.1K 0.24% 59
2025
Q2 		$211K Buy
428
+51
+14% +$22.1K 0.21% 41
2025
Q1 		$144K Hold
377
– – 0.16% 44
2024
Q4 		$159K Buy
+377
New +$161K 0.28% 37

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

Luminist Capital's MSFT Position: Q1 2026 in Review

Luminist Capital increased its Microsoft (MSFT) stake by 8.1% in Q1 2026, buying an estimated $18.8K and bringing the position to 598 shares worth $221K. The position accounts for 0.29% of the portfolio, ranked #31.

Luminist Capital first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $280K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Luminist Capital held 598 shares of Microsoft worth $221K as of Q1 2026.
  • Luminist Capital bought 45 Microsoft shares in Q1 2026, an estimated $18.8K.
  • Microsoft made up 0.29% of Luminist Capital's portfolio in Q1 2026, its #31 holding.
  • Luminist Capital first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Luminist Capital's Microsoft position peaked at $280K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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