Massachusetts Financial Services
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Massachusetts Financial Services’s Microsoft MSFT Stock Holding History

Massachusetts Financial Services’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
2017
Q3 		– Sell
-2,211,100
Closed -$152M – 860
2017
Q2 		$152M Buy
+2,211,100
New +$152M 0.07% 214

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

Massachusetts Financial Services's MSFT Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Microsoft (MSFT) stake by 5.9% in Q1 2026, selling an estimated $668M and leaving 25,473,981 shares worth $10.7B. The position accounts for 3.59% of the portfolio, ranked #2.

Massachusetts Financial Services first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.8B in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Massachusetts Financial Services held 25,473,981 shares of Microsoft worth $10.7B as of Q1 2026.
  • Massachusetts Financial Services sold 1,597,341 Microsoft shares in Q1 2026, an estimated $668M.
  • Microsoft made up 3.59% of Massachusetts Financial Services's portfolio in Q1 2026, its #2 holding.
  • Massachusetts Financial Services first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's Microsoft position peaked at $16.8B in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.