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NWI Management’s Microsoft MSFT Stock Holding History

NWI 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 		$74.4M Buy
201,100
+54,000
+37% +$22.6M 4.23% 6
2025
Q4 		$71.1M Buy
147,100
+90,000
+158% +$45.1M 3.28% 9
2025
Q3 		$29.6M Hold
57,100
– – 1.58% 19
2025
Q2 		$28.4M Sell
57,100
-6,300
-10% -$2.74M 1.47% 21
2025
Q1 		$23.8M Hold
63,400
– – 2.99% 13
2024
Q4 		$26.7M Sell
63,400
-150,000
-70% -$63.9M 1.18% 20
2024
Q3 		$91.8M Sell
213,400
-151,600
-42% -$64.8M 2.39% 7
2024
Q2 		$163M Sell
365,000
-20,000
-5% -$8.45M 5.94% 2
2024
Q1 		$162M Buy
385,000
+255,000
+196% +$103M 4.94% 4
2023
Q4 		$48.9M Sell
130,000
-135,000
-51% -$48.1M 1.21% 9
2023
Q3 		$83.7M Buy
265,000
+180,000
+212% +$59.5M 4.08% 7
2023
Q2 		$28.9M Sell
85,000
-235,000
-73% -$73.7M 5.2% 4
2023
Q1 		$92.3M Buy
320,000
+65,000
+25% +$16.6M 10.16% 1
2022
Q4 		$61.2M Buy
255,000
+20,000
+9% +$4.8M 13.52% 1
2022
Q3 		$54.7M Buy
235,000
+25,000
+12% +$6.6M 9.6% 2
2022
Q2 		$53.9M Hold
210,000
– – 3.22% 7
2022
Q1 		$64.7M Sell
210,000
-20,000
-9% -$6.02M 7.41% 4
2021
Q4 		$77.4M Sell
230,000
-109,591
-32% -$35.5M 5.08% 4
2021
Q3 		$95.7M Buy
339,591
+33,000
+11% +$9.6M 5.94% 4
2021
Q2 		$83.1M Sell
306,591
-10,000
-3% -$2.54M 5.11% 4
2021
Q1 		$74.6M Hold
316,591
– – 6.22% 2
2020
Q4 		$70.4M Buy
316,591
+50,000
+19% +$10.8M 6.98% 4
2020
Q3 		$56.1M Buy
266,591
+136,591
+105% +$28.7M 4.87% 6
2020
Q2 		$26.5M Hold
130,000
– – 2.1% 13
2020
Q1 		$20.5M Buy
130,000
+46,500
+56% +$7.65M 1.74% 14
2019
Q4 		$13.2M Buy
83,500
+13,500
+19% +$1.98M 0.54% 27
2019
Q3 		$9.73M Buy
+70,000
New +$9.63M 0.61% 25
2019
Q1 		– Sell
-200,000
Closed -$20.3M – 45
2018
Q4 		$20.3M Buy
+200,000
New +$21.4M 1.06% 22

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

NWI Management's MSFT Position: Q1 2026 in Review

NWI Management increased its Microsoft (MSFT) stake by 37% in Q1 2026, buying an estimated $22.6M and bringing the position to 201,100 shares worth $74.4M. The position accounts for 4.23% of the portfolio, ranked #6.

NWI Management first reported a position in MSFT in Q4 2018 and has held it in 28 quarters since. The position peaked at $163M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • NWI Management held 201,100 shares of Microsoft worth $74.4M as of Q1 2026.
  • NWI Management bought 54,000 Microsoft shares in Q1 2026, an estimated $22.6M.
  • Microsoft made up 4.23% of NWI Management's portfolio in Q1 2026, its #6 holding.
  • NWI Management first reported a position in Microsoft in Q4 2018 and has held it in 28 quarters since.
  • NWI Management's Microsoft position peaked at $163M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on NWI Management's 13F filing for Q1 2026, filed 15 May 2026.