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Osbon Capital Management’s Microsoft MSFT Stock Holding History

Osbon Capital 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 		$1.33M Buy
3,600
+454
+14% +$190K 1.09% 17
2025
Q4 		$1.52M Buy
+3,146
New +$1.58M 1.42% 13

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

Osbon Capital Management's MSFT Position: Q1 2026 in Review

Osbon Capital Management increased its Microsoft (MSFT) stake by 14% in Q1 2026, buying an estimated $190K and bringing the position to 3,600 shares worth $1.33M. The position accounts for 1.09% of the portfolio, ranked #17.

Osbon Capital Management first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.52M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Osbon Capital Management held 3,600 shares of Microsoft worth $1.33M as of Q1 2026.
  • Osbon Capital Management bought 454 Microsoft shares in Q1 2026, an estimated $190K.
  • Microsoft made up 1.09% of Osbon Capital Management's portfolio in Q1 2026, its #17 holding.
  • Osbon Capital Management first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Microsoft position peaked at $1.52M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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