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Marco Investment Management’s Microsoft MSFT Stock Holding History

Marco 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 		$32.7M Sell
88,264
-63
-0.1% -$26.4K 2.47% 7
2025
Q4 		$42.7M Buy
88,327
+252
+0.3% +$126K 3.21% 4
2025
Q3 		$45.6M Sell
88,075
-438
-0.5% -$223K 3.49% 4
2025
Q2 		$44M Buy
88,513
+1,385
+2% +$601K 3.67% 4
2025
Q1 		$32.7M Buy
87,128
+6,523
+8% +$2.66M 3.03% 5
2024
Q4 		$34M Buy
80,605
+410
+0.5% +$175K 2.93% 5
2024
Q3 		$34.5M Buy
80,195
+1,144
+1% +$489K 2.98% 4
2024
Q2 		$35.3M Buy
79,051
+240
+0.3% +$101K 3.26% 4
2024
Q1 		$33.2M Buy
78,811
+125
+0.2% +$50.6K 3.13% 4
2023
Q4 		$29.6M Sell
78,686
-1,852
-2% -$659K 3.03% 3
2023
Q3 		$25.4M Sell
80,538
-3,284
-4% -$1.09M 2.92% 4
2023
Q2 		$28.5M Sell
83,822
-2,887
-3% -$905K 3.08% 4
2023
Q1 		$25M Sell
86,709
-10,435
-11% -$2.66M 2.82% 5
2022
Q4 		$23.3M Buy
97,144
+9,638
+11% +$2.31M 2.72% 7
2022
Q3 		$20.4M Sell
87,506
-1,257
-1% -$332K 2.58% 7
2022
Q2 		$22.8M Buy
88,763
+8,868
+11% +$2.41M 2.65% 5
2022
Q1 		$24.6M Sell
79,895
-1,178
-1% -$354K 2.5% 7
2021
Q4 		$27.3M Sell
81,073
-11,652
-13% -$3.78M 2.68% 5
2021
Q3 		$26.1M Sell
92,725
-1,067
-1% -$310K 2.88% 4
2021
Q2 		$25.4M Sell
93,792
-435
-0.5% -$111K 2.95% 3
2021
Q1 		$22.2M Sell
94,227
-64
-0.1% -$14.8K 2.9% 4
2020
Q4 		$21M Sell
94,291
-4,866
-5% -$1.05M 3.01% 3
2020
Q3 		$20.9M Buy
99,157
+8,692
+10% +$1.83M 3.42% 2
2020
Q2 		$18.4M Sell
90,465
-1,299
-1% -$236K 3.37% 3
2020
Q1 		$14.5M Buy
91,764
+1,471
+2% +$242K 3.07% 7
2019
Q4 		$14.2M Sell
90,293
-936
-1% -$138K 2.21% 12
2019
Q3 		$12.7M Sell
91,229
-210
-0.2% -$28.9K 2.17% 13
2019
Q2 		$12.2M Sell
91,439
-1,458
-2% -$185K 2.18% 13
2019
Q1 		$11M Sell
92,897
-5,371
-5% -$586K 2.03% 15
2018
Q4 		$9.98M Sell
98,268
-16,252
-14% -$1.74M 1.98% 13
2018
Q3 		$13.1M Buy
114,520
+895
+0.8% +$97K 1.86% 17
2018
Q2 		$11.2M Sell
113,625
-1,872
-2% -$181K 1.74% 17
2018
Q1 		$10.5M Sell
115,497
-2,223
-2% -$203K 1.64% 18
2017
Q4 		$10.1M Sell
117,720
-12,216
-9% -$1M 1.54% 21
2017
Q3 		$9.68M Sell
129,936
-3,895
-3% -$285K 1.51% 21
2017
Q2 		$9.22M Sell
133,831
-5,197
-4% -$357K 1.52% 20
2017
Q1 		$9.16M Sell
139,028
-2,497
-2% -$160K 1.56% 17
2016
Q4 		$8.79M Sell
141,525
-897
-0.6% -$54K 1.53% 17
2016
Q3 		$8.2M Sell
142,422
-15
-0% -$847 1.47% 17
2016
Q2 		$7.29M Sell
142,437
-1,056
-0.7% -$54.9K 1.36% 25
2016
Q1 		$7.92K Sell
143,493
-320
-0.2% -$16.8K 1.15% 19
2015
Q4 		$7.98M Sell
143,813
-3,797
-3% -$200K 1.48% 17
2015
Q3 		$6.53M Sell
147,610
-4,193
-3% -$188K 1.29% 24
2015
Q2 		$6.7M Sell
151,803
-8,768
-5% -$400K 1.12% 32
2015
Q1 		$6.53M Sell
160,571
-995
-0.6% -$43.3K 1.13% 29
2014
Q4 		$7.5M Buy
161,566
+3,751
+2% +$176K 0.94% 26
2014
Q3 		$7.32M Sell
157,815
-6,852
-4% -$306K 1.01% 22
2014
Q2 		$6.87M Buy
164,667
+17,063
+12% +$691K 1.31% 25
2014
Q1 		$6.05M Sell
147,604
-1,096
-0.7% -$41.1K 1.26% 24
2013
Q4 		$5.56K Sell
148,700
-3,500
-2% -$127K 0.29% 30
2013
Q3 		$5.07M Sell
152,200
-3,610
-2% -$119K 1.16% 30
2013
Q2 		$5.38M Buy
+155,810
New +$5.1M 1.56% 21

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

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

Marco Investment Management reduced its Microsoft (MSFT) stake by 0.07% in Q1 2026, selling an estimated $26.4K and leaving 88,264 shares worth $32.7M. The position accounts for 2.47% of the portfolio, ranked #7.

Marco Investment Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.6M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Marco Investment Management held 88,264 shares of Microsoft worth $32.7M as of Q1 2026.
  • Marco Investment Management sold 63 Microsoft shares in Q1 2026, an estimated $26.4K.
  • Microsoft made up 2.47% of Marco Investment Management's portfolio in Q1 2026, its #7 holding.
  • Marco Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Marco Investment Management's Microsoft position peaked at $45.6M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.