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McDonough Capital Management’s Microsoft MSFT Stock Holding History

McDonough Capital 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 		$10.1M Sell
27,315
-2,322
-8% -$972K 5.53% 5
2025
Q4 		$14.3M Buy
29,637
+155
+0.5% +$77.7K 7.02% 5
2025
Q3 		$15.3M Buy
29,482
+291
+1% +$148K 7.68% 5
2025
Q2 		$14.5M Buy
29,191
+921
+3% +$400K 8.14% 5
2025
Q1 		$10.6M Buy
28,270
+434
+2% +$177K 6.93% 4
2024
Q4 		$11.7M Buy
27,836
+1,364
+5% +$581K 7.26% 4
2024
Q3 		$11.4M Buy
26,472
+442
+2% +$189K 7.84% 4
2024
Q2 		$11.6M Buy
26,030
+605
+2% +$256K 8.47% 4
2024
Q1 		$10.7M Buy
25,425
+354
+1% +$143K 8.44% 4
2023
Q4 		$9.42M Buy
25,071
+116
+0.5% +$41.3K 8.14% 4
2023
Q3 		$7.88M Buy
24,955
+656
+3% +$217K 7.46% 4
2023
Q2 		$8.27M Buy
24,299
+325
+1% +$102K 7.61% 4
2023
Q1 		$6.91M Sell
23,974
-65
-0.3% -$16.6K 7.13% 4
2022
Q4 		$5.76M Buy
24,039
+176
+0.7% +$42.2K 6.68% 4
2022
Q3 		$5.56M Buy
23,863
+93
+0.4% +$24.6K 6.36% 4
2022
Q2 		$6.11M Sell
23,770
-242
-1% -$65.7K 6.75% 4
2022
Q1 		$7.4M Buy
24,012
+648
+3% +$195K 6.43% 4
2021
Q4 		$7.86M Buy
+23,364
New +$7.57M 6.39% 4

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

McDonough Capital Management's MSFT Position: Q1 2026 in Review

McDonough Capital Management reduced its Microsoft (MSFT) stake by 7.8% in Q1 2026, selling an estimated $972K and leaving 27,315 shares worth $10.1M. The position accounts for 5.53% of the portfolio, ranked #5.

McDonough Capital Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.3M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • McDonough Capital Management held 27,315 shares of Microsoft worth $10.1M as of Q1 2026.
  • McDonough Capital Management sold 2,322 Microsoft shares in Q1 2026, an estimated $972K.
  • Microsoft made up 5.53% of McDonough Capital Management's portfolio in Q1 2026, its #5 holding.
  • McDonough Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • McDonough Capital Management's Microsoft position peaked at $15.3M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.