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Measured Risk Portfolios’s Microsoft MSFT Stock Holding History

Measured Risk Portfolios’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 		$293K Sell
793
-238
-23% -$99.6K 0.32% 55
2025
Q4 		$499K Buy
1,031
+172
+20% +$86.2K 0.49% 45
2025
Q3 		$445K Sell
859
-24
-3% -$12.2K 0.41% 46
2025
Q2 		$439K Buy
883
+19
+2% +$8.25K 0.42% 44
2025
Q1 		$324K Sell
864
-3
-0.3% -$1.22K 0.35% 50
2024
Q4 		$365K Buy
+867
New +$369K 0.38% 50

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

Measured Risk Portfolios's MSFT Position: Q1 2026 in Review

Measured Risk Portfolios reduced its Microsoft (MSFT) stake by 23% in Q1 2026, selling an estimated $99.6K and leaving 793 shares worth $293K. The position accounts for 0.32% of the portfolio, ranked #55.

Measured Risk Portfolios first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $499K in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Measured Risk Portfolios held 793 shares of Microsoft worth $293K as of Q1 2026.
  • Measured Risk Portfolios sold 238 Microsoft shares in Q1 2026, an estimated $99.6K.
  • Microsoft made up 0.32% of Measured Risk Portfolios's portfolio in Q1 2026, its #55 holding.
  • Measured Risk Portfolios first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Measured Risk Portfolios's Microsoft position peaked at $499K in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Measured Risk Portfolios's 13F filing for Q1 2026, filed 15 May 2026.