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Palladiem’s Microsoft MSFT Stock Holding History

Palladiem’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 		$414K Sell
1,110
-19
-2% -$7.95K 0.4% 29
2025
Q4 		$550K Buy
+1,129
New +$566K 0.52% 23
2023
Q3 		$829K Buy
2,625
+1
+0% +$330 0.89% 23
2023
Q2 		$894K Sell
2,624
-20
-0.8% -$6.27K 0.92% 22
2023
Q1 		$762K Sell
2,644
-386
-13% -$98.5K 0.81% 23
2022
Q4 		$727K Sell
3,030
-269
-8% -$64.6K 0.76% 24
2022
Q3 		$768K Sell
3,299
-19
-0.6% -$5.02K 0.81% 23
2022
Q2 		$852K Sell
3,318
-790
-19% -$214K 0.85% 23
2022
Q1 		$1.27M Buy
4,108
+1
+0% +$301 1.12% 20
2021
Q4 		$1.38M Sell
4,107
-450
-10% -$146K 1.11% 17
2021
Q3 		$1.28M Sell
4,557
-430
-9% -$125K 1.04% 17
2021
Q2 		$1.35M Hold
4,987
– – 1.09% 22
2021
Q1 		$1.18M Sell
4,987
-837
-14% -$194K 1.03% 21
2020
Q4 		$1.29M Buy
+5,824
New +$1.25M 1.21% 18
2015
Q3 		$18K Sell
400
-200
-33% -$8.98K 0.03% 72
2015
Q2 		$26K Sell
600
-800
-57% -$36.5K 0.02% 83
2015
Q1 		$57K Sell
1,400
-1,000
-42% -$43.5K 0.05% 61
2014
Q4 		$111K Buy
+2,400
New +$113K 0.09% 45

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

Palladiem's MSFT Position: Q1 2026 in Review

Palladiem reduced its Microsoft (MSFT) stake by 1.7% in Q1 2026, selling an estimated $7.95K and leaving 1,110 shares worth $414K. The position accounts for 0.4% of the portfolio, ranked #29.

Palladiem first reported a position in MSFT in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.38M in Q4 2021. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Palladiem held 1,110 shares of Microsoft worth $414K as of Q1 2026.
  • Palladiem sold 19 Microsoft shares in Q1 2026, an estimated $7.95K.
  • Microsoft made up 0.4% of Palladiem's portfolio in Q1 2026, its #29 holding.
  • Palladiem first reported a position in Microsoft in Q4 2014 and has held it in 18 quarters since.
  • Palladiem's Microsoft position peaked at $1.38M in Q4 2021.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.