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Means Investment Company’s Microsoft MSFT Stock Holding History

Means Investment Company’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 		$38.7M Buy
104,601
+2,910
+3% +$1.22M 3.37% 8
2025
Q4 		$49.2M Buy
101,691
+2,084
+2% +$1.04M 4.14% 5
2025
Q3 		$51.6M Sell
99,607
-1,042
-1% -$532K 4.47% 5
2025
Q2 		$50.1M Buy
100,649
+425
+0.4% +$185K 4.74% 5
2025
Q1 		$37.6M Sell
100,224
-5,421
-5% -$2.21M 4% 5
2024
Q4 		$44.5M Buy
105,645
+911
+0.9% +$388K 4.64% 6
2024
Q3 		$45.1M Sell
104,734
-54
-0.1% -$23.1K 5.01% 6
2024
Q2 		$46.8M Sell
104,788
-1,659
-2% -$701K 5.6% 5
2024
Q1 		$44.8M Sell
106,447
-1,835
-2% -$743K 5.79% 5
2023
Q4 		$40.7M Buy
108,282
+4,447
+4% +$1.58M 5.87% 5
2023
Q3 		$32.8M Sell
103,835
-2,525
-2% -$834K 5.37% 4
2023
Q2 		$36.2M Sell
106,360
-984
-0.9% -$308K 5.73% 3
2023
Q1 		$30.9M Sell
107,344
-434
-0.4% -$111K 5.44% 3
2022
Q4 		$25.8M Sell
107,778
-1,664
-2% -$399K 5.18% 3
2022
Q3 		$25.5M Buy
109,442
+791
+0.7% +$209K 5.53% 4
2022
Q2 		$27.9M Buy
108,651
+2,219
+2% +$602K 5.92% 3
2022
Q1 		$32.8M Buy
106,432
+2,239
+2% +$674K 5.94% 4
2021
Q4 		$35M Sell
104,193
-945
-0.9% -$306K 6.19% 4
2021
Q3 		$29.6M Sell
105,138
-1,148
-1% -$334K 5.85% 4
2021
Q2 		$28.8M Buy
106,286
+2,321
+2% +$590K 5.76% 4
2021
Q1 		$24.5M Buy
103,965
+618
+0.6% +$143K 5.58% 4
2020
Q4 		$25.3M Buy
103,347
+2,367
+2% +$509K 5.76% 4
2020
Q3 		$22.6M Buy
100,980
+21,432
+27% +$4.5M 6.21% 4
2020
Q2 		$16.2M Buy
79,548
+684
+0.9% +$124K 5.07% 4
2020
Q1 		$13.7M Buy
78,864
+1,318
+2% +$217K 5.29% 4
2019
Q4 		$13M Buy
77,546
+1,038
+1% +$152K 4.34% 4
2019
Q3 		$11.1M Buy
76,508
+1,433
+2% +$197K 4.18% 4
2019
Q2 		$10.2M Sell
75,075
-160
-0.2% -$20.3K 4.2% 4
2019
Q1 		$8.87M Buy
75,235
+4,859
+7% +$530K 3.9% 4
2018
Q4 		$7.15M Buy
+70,376
New +$7.54M 3.96% 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

Means Investment Company's MSFT Position: Q1 2026 in Review

Means Investment Company increased its Microsoft (MSFT) stake by 2.9% in Q1 2026, buying an estimated $1.22M and bringing the position to 104,601 shares worth $38.7M. The position accounts for 3.37% of the portfolio, ranked #8.

Means Investment Company first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $51.6M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Means Investment Company held 104,601 shares of Microsoft worth $38.7M as of Q1 2026.
  • Means Investment Company bought 2,910 Microsoft shares in Q1 2026, an estimated $1.22M.
  • Microsoft made up 3.37% of Means Investment Company's portfolio in Q1 2026, its #8 holding.
  • Means Investment Company first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Microsoft position peaked at $51.6M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.