McCarthy & Cox’s Microsoft MSFT Stock Holding History

McCarthy & Cox’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 Q4	–	Sell	-1,030	Closed	-$533K	–	59
2025 Q3	$533K	Sell	1,030 -49	-5%	-$25K	0.12%	40
2025 Q2	$537K	Buy	1,079 +48	+5%	+$20.8K	0.14%	38
2025 Q1	$387K	Sell	1,031 -99	-9%	-$40.4K	0.17%	39
2024 Q4	$476K	Buy	1,130 +5	+0.4%	+$2.13K	0.17%	34
2024 Q3	$484K	Buy	1,125 +42	+4%	+$18K	0.19%	33
2024 Q2	$484K	Sell	1,083 -728	-40%	-$307K	0.19%	32
2024 Q1	$762K	Buy	+1,811	New	+$733K	0.29%	27

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

McCarthy & Cox's MSFT Position: Q4 2025 in Review

McCarthy & Cox sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 1,030 shares — an estimated $533K sold.

McCarthy & Cox first reported a position in MSFT in Q1 2024 and held it in 7 quarters. The position peaked at $762K in Q1 2024. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

McCarthy & Cox reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 1,030 Microsoft shares in Q4 2025, an estimated $533K.
McCarthy & Cox first reported a position in Microsoft in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's Microsoft position peaked at $762K in Q1 2024.
6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.