MontVue Capital Management’s Microsoft MSFT Stock Holding History

MontVue 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	$699K	Hold	1,889	–	–	0.48%	33
2025 Q4	$914K	Hold	1,889	–	–	0.61%	27
2025 Q3	$978K	Hold	1,889	–	–	0.66%	27
2025 Q2	$940K	Hold	1,889	–	–	0.67%	26
2025 Q1	$709K	Sell	1,889 -340	-15%	-$139K	0.57%	29
2024 Q4	$940K	Buy	2,229 +159	+8%	+$67.7K	0.72%	26
2024 Q3	$891K	Sell	2,070 -61	-3%	-$26.1K	0.68%	26
2024 Q2	$952K	Buy	2,131 +794	+59%	+$335K	0.76%	26
2024 Q1	$563K	Sell	1,337 -122	-8%	-$49.4K	0.5%	31
2023 Q4	$549K	Buy	+1,459	New	+$519K	0.53%	30

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MontVue Capital Management held its Microsoft (MSFT) position steady in Q1 2026 at 1,889 shares worth $699K. The position accounts for 0.48% of the portfolio, ranked #33.

MontVue Capital Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $978K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

MontVue Capital Management held 1,889 shares of Microsoft worth $699K as of Q1 2026.
MontVue Capital Management left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.48% of MontVue Capital Management's portfolio in Q1 2026, its #33 holding.
MontVue Capital Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
MontVue Capital Management's Microsoft position peaked at $978K in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.