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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
2022
Q1 		– Sell
-500
Closed -$148K – 212
2021
Q4 		$148K Hold
500
– – 0.03% 196
2021
Q3 		$23K Hold
500
– – ﹤0.01% 186
2021
Q2 		$43K Buy
500
+400
+400% +$102K 0.01% 189
2021
Q1 		$6K Sell
100
-100
-50% -$23.2K ﹤0.01% 185
2020
Q4 		$13K Hold
200
– – ﹤0.01% 178
2020
Q3 		$10K Buy
+200
New +$42K ﹤0.01% 150

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. 6,188 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.
  • 6,188 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.