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McDonald Partners’s Microsoft MSFT Stock Holding History

McDonald Partners’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 		$13.5M Buy
36,594
+6,853
+23% +$2.87M 3.19% 2
2025
Q4 		$14.4M Sell
29,741
-2,176
-7% -$1.09M 4.53% 1
2025
Q3 		$16.5M Sell
31,917
-13,300
-29% -$6.78M 4.94% 1
2025
Q2 		$22.5M Sell
45,217
-67
-0.1% -$29.1K 5.4% 1
2025
Q1 		$17M Sell
45,284
-664
-1% -$271K 4.43% 1
2024
Q4 		$19.4M Sell
45,948
-1,237
-3% -$527K 4.95% 2
2024
Q3 		$20.3M Buy
47,185
+15
+0% +$6.41K 5.08% 1
2024
Q2 		$21.1M Buy
47,170
+94
+0.2% +$39.7K 5.65% 1
2024
Q1 		$19.8M Sell
47,076
-750
-2% -$304K 5.45% 1
2023
Q4 		$18M Buy
47,826
+241
+0.5% +$85.8K 5.34% 1
2023
Q3 		$15M Buy
47,585
+265
+0.6% +$87.6K 4.89% 1
2023
Q2 		$16.1M Sell
47,320
-1,063
-2% -$333K 4.92% 2
2023
Q1 		$13.9M Sell
48,383
-282
-0.6% -$71.9K 4.52% 2
2022
Q4 		$11.7M Buy
48,665
+368
+0.8% +$88.3K 3.99% 1
2022
Q3 		$11.2M Sell
48,297
-15,156
-24% -$4M 4.29% 2
2022
Q2 		$16.3M Sell
63,453
-127
-0.2% -$34.5K 4.16% 1
2022
Q1 		$19.6M Buy
63,580
+63,557
+276,335% +$19.1M 4.28% 2
2021
Q4 		$7.74K Sell
23
-62,061
-100% -$20.1M 0.01% 207
2021
Q3 		$17.5M Buy
62,084
+111
+0.2% +$32.3K 4.11% 1
2021
Q2 		$16.8M Buy
61,973
+1,547
+3% +$393K 3.97% 1
2021
Q1 		$14.2M Buy
60,426
+417
+0.7% +$96.8K 3.66% 1
2020
Q4 		$13.3M Buy
+60,009
New +$12.9M 3.76% 2

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

McDonald Partners's MSFT Position: Q1 2026 in Review

McDonald Partners increased its Microsoft (MSFT) stake by 23% in Q1 2026, buying an estimated $2.87M and bringing the position to 36,594 shares worth $13.5M. The position accounts for 3.19% of the portfolio, ranked #2.

McDonald Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.5M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • McDonald Partners held 36,594 shares of Microsoft worth $13.5M as of Q1 2026.
  • McDonald Partners bought 6,853 Microsoft shares in Q1 2026, an estimated $2.87M.
  • Microsoft made up 3.19% of McDonald Partners's portfolio in Q1 2026, its #2 holding.
  • McDonald Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Microsoft position peaked at $22.5M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.