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
2025 Q3	–	Sell	-235	Closed	-$262K	–	31
2025 Q2	$262K	Buy	+235	New	+$102K	0.06%	20

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 6,187 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.
6,187 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.