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Marshall Investment Management’s Microsoft MSFT Stock Holding History

Marshall 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 		$7.48M Buy
20,199
+1,631
+9% +$682K 3.59% 5
2025
Q4 		$8.98M Buy
18,568
+1,207
+7% +$605K 4.51% 3
2025
Q3 		$8.99M Buy
17,361
+13,027
+301% +$6.65M 4.76% 3
2025
Q2 		$2.16M Sell
4,334
-13,602
-76% -$5.91M 10.24% 2
2025
Q1 		$6.73M Buy
17,936
+631
+4% +$257K 4.18% 6
2024
Q4 		$7.45M Buy
+17,305
New +$7.37M 4.39% 3

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

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

Marshall Investment Management increased its Microsoft (MSFT) stake by 8.8% in Q1 2026, buying an estimated $682K and bringing the position to 20,199 shares worth $7.48M. The position accounts for 3.59% of the portfolio, ranked #5.

Marshall Investment Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.99M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Marshall Investment Management held 20,199 shares of Microsoft worth $7.48M as of Q1 2026.
  • Marshall Investment Management bought 1,631 Microsoft shares in Q1 2026, an estimated $682K.
  • Microsoft made up 3.59% of Marshall Investment Management's portfolio in Q1 2026, its #5 holding.
  • Marshall Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's Microsoft position peaked at $8.99M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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