M & L Capital Management’s Microsoft MSFT Stock Holding History

M & L Capital 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	–	Sell	-150,200	Closed	-$72.6M	–	25
2025 Q4	$72.6M	Hold	150,200	–	–	15.15%	2
2025 Q3	$77.8M	Hold	150,200	–	–	15.51%	2
2025 Q2	$74.7M	Hold	150,200	–	–	16.82%	2
2025 Q1	$56.4M	Hold	150,200	–	–	16.88%	2
2024 Q4	$63.3M	Buy	+150,200	New	+$64M	15.42%	2

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

M & L Capital Management's MSFT Position: Q1 2026 in Review

M & L Capital Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 150,200 shares — an estimated $72.6M sold.

M & L Capital Management first reported a position in MSFT in Q4 2024 and held it in 5 quarters. The position peaked at $77.8M in Q3 2025. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

M & L Capital Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
M & L Capital Management sold 150,200 Microsoft shares in Q1 2026, an estimated $72.6M.
M & L Capital Management first reported a position in Microsoft in Q4 2024 and held it in 5 quarters.
M & L Capital Management's Microsoft position peaked at $77.8M in Q3 2025.
6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on M & L Capital Management's 13F filing for Q1 2026, filed 10 Apr 2026.