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Old Peak Finance’s Microsoft MSFT Stock Holding History

Old Peak Finance’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 		$1.45M Buy
3,927
+120
+3% +$50.2K 0.85% 14
2025
Q4 		$1.84M Buy
+3,807
New +$1.91M 1.14% 12

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

Old Peak Finance's MSFT Position: Q1 2026 in Review

Old Peak Finance increased its Microsoft (MSFT) stake by 3.2% in Q1 2026, buying an estimated $50.2K and bringing the position to 3,927 shares worth $1.45M. The position accounts for 0.85% of the portfolio, ranked #14.

Old Peak Finance first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.84M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Old Peak Finance held 3,927 shares of Microsoft worth $1.45M as of Q1 2026.
  • Old Peak Finance bought 120 Microsoft shares in Q1 2026, an estimated $50.2K.
  • Microsoft made up 0.85% of Old Peak Finance's portfolio in Q1 2026, its #14 holding.
  • Old Peak Finance first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Old Peak Finance's Microsoft position peaked at $1.84M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Old Peak Finance's 13F filing for Q1 2026, filed 24 Apr 2026.