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	$33.3M	Sell	90,000 -90,000	-50%	-$37.7M	1.89%	15
2025 Q4	$87.1M	Buy	+180,000	New	+$90.2M	4.01%	6
2024 Q1	–	Sell	-900,000	Closed	-$338M	–	53
2023 Q4	$338M	Buy	900,000 +300,000	+50%	+$107M	8.37%	3
2023 Q3	$189M	Buy	+600,000	New	+$198M	9.23%	3
2021 Q3	–	Sell	-300,000	Closed	-$81.3M	–	53
2021 Q2	$81.3M	Hold	300,000	–	–	5%	5
2021 Q1	$70.7M	Buy	+300,000	New	+$69.6M	5.89%	3
2015 Q2	–	Sell	-200,000	Closed	-$40K	–	40
2015 Q1	$40K	Buy	+200,000	New	+$8.71M	0.01%	31

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

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.