Oak Grove Capital’s Microsoft MSFT Stock Holding History

Oak Grove Capital’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
2024 Q3	–	Sell	-1,100	Closed	-$217K	–	65
2024 Q2	$217K	Buy	+1,100	New	+$465K	0.04%	55
2022 Q1	–	Sell	-200	Closed	-$62K	–	98
2021 Q4	$62K	Hold	200	–	–	0.01%	97
2021 Q3	$37K	Hold	200	–	–	0.01%	96
2021 Q2	$34K	Hold	200	–	–	0.01%	99
2021 Q1	$27K	Hold	200	–	–	0.01%	90
2020 Q4	$25K	Buy	+200	New	+$43K	0.01%	74
2020 Q2	–	Sell	-600	Closed	-$18K	–	69
2020 Q1	$18K	Buy	600 +100	+20%	+$16.4K	0.01%	59
2019 Q4	$13K	Sell	500 -500	-50%	-$73.5K	0.01%	66
2019 Q3	$16K	Buy	+1,000	New	+$138K	0.01%	72

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

Oak Grove Capital's MSFT Position: Q1 2026 in Review

Oak Grove Capital increased its Microsoft (MSFT) stake by 27% in Q1 2026, buying an estimated $918K and bringing the position to 10,296 shares worth $3.81M. The position accounts for 0.32% of the portfolio, ranked #35.

Oak Grove Capital first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.9M in Q4 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Oak Grove Capital held 10,296 shares of Microsoft worth $3.81M as of Q1 2026.
Oak Grove Capital bought 2,195 Microsoft shares in Q1 2026, an estimated $918K.
Microsoft made up 0.32% of Oak Grove Capital's portfolio in Q1 2026, its #35 holding.
Oak Grove Capital first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
Oak Grove Capital's Microsoft position peaked at $17.9M in Q4 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.