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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 		$148K Buy
+400
New +$167K 0.05% 163

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. 6,183 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.
  • 6,183 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.