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Moseley Investment Management’s Microsoft MSFT Stock Holding History

Moseley Investment 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 		$8.29M Buy
22,392
+120
+0.5% +$50.2K 2.64% 12
2025
Q4 		$10.8M Sell
22,272
-1,119
-5% -$561K 3.33% 9
2025
Q3 		$12.1M Buy
23,391
+14
+0.1% +$7.14K 3.69% 4
2025
Q2 		$11.6M Buy
23,377
+119
+0.5% +$51.7K 4.01% 3
2025
Q1 		$8.73M Buy
23,258
+109
+0.5% +$44.4K 3.41% 7
2024
Q4 		$9.76M Sell
23,149
-960
-4% -$409K 3.81% 6
2024
Q3 		$10.4M Sell
24,109
-505
-2% -$216K 4.14% 4
2024
Q2 		$11M Buy
24,614
+135
+0.6% +$57K 5.11% 3
2024
Q1 		$10.3M Sell
24,479
-143
-0.6% -$57.9K 5.11% 2
2023
Q4 		$9.26M Sell
24,622
-3,701
-13% -$1.32M 5.15% 2
2023
Q3 		$8.94M Buy
28,323
+4,824
+21% +$1.59M 5.34% 2
2023
Q2 		$8M Buy
23,499
+167
+0.7% +$52.3K 4.67% 2
2023
Q1 		$6.73M Sell
23,332
-415
-2% -$106K 4.36% 2
2022
Q4 		$5.69M Sell
23,747
-401
-2% -$96.2K 4.08% 3
2022
Q3 		$5.62M Buy
24,148
+415
+2% +$110K 4.13% 2
2022
Q2 		$6.09M Buy
23,733
+2,566
+12% +$696K 4.25% 2
2022
Q1 		$6.53M Sell
21,167
-343
-2% -$103K 3.53% 3
2021
Q4 		$7.23M Sell
21,510
-892
-4% -$289K 3.29% 3
2021
Q3 		$6.48M Buy
22,402
+689
+3% +$200K 3.24% 4
2021
Q2 		$5.88M Buy
21,713
+1,420
+7% +$361K 2.9% 4
2021
Q1 		$4.78M Buy
20,293
+846
+4% +$196K 2.65% 5
2020
Q4 		$4.33M Sell
19,447
-648
-3% -$139K 2.51% 5
2020
Q3 		$4.23M Sell
20,095
-337
-2% -$70.8K 3.01% 4
2020
Q2 		$4.16M Buy
20,432
+905
+5% +$164K 3.45% 4
2020
Q1 		$3.08M Buy
19,527
+377
+2% +$62K 3.62% 3
2019
Q4 		$3.02M Buy
19,150
+188
+1% +$27.6K 2.97% 4
2019
Q3 		$2.64M Sell
18,962
-5,423
-22% -$746K 2.77% 7
2019
Q2 		$3.27M Buy
24,385
+701
+3% +$89K 3.04% 7
2019
Q1 		$2.79M Buy
+23,684
New +$2.58M 2.9% 7

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

Moseley Investment Management's MSFT Position: Q1 2026 in Review

Moseley Investment Management increased its Microsoft (MSFT) stake by 0.54% in Q1 2026, buying an estimated $50.2K and bringing the position to 22,392 shares worth $8.29M. The position accounts for 2.64% of the portfolio, ranked #12.

Moseley Investment Management first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.1M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Moseley Investment Management held 22,392 shares of Microsoft worth $8.29M as of Q1 2026.
  • Moseley Investment Management bought 120 Microsoft shares in Q1 2026, an estimated $50.2K.
  • Microsoft made up 2.64% of Moseley Investment Management's portfolio in Q1 2026, its #12 holding.
  • Moseley Investment Management first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Microsoft position peaked at $12.1M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.