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Paloma Partners’s Microsoft MSFT Stock Holding History

Paloma Partners’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
Q4 		– Sell
-21,100
Closed -$9.08M – 796
2024
Q3 		$9.08M Buy
+21,100
New +$9.02M 0.25% 91
2024
Q1 		– Sell
-800
Closed -$301K – 965
2023
Q4 		$301K Sell
800
-14,000
-95% -$4.98M 0.01% 583
2023
Q3 		$4.67M Buy
+14,800
New +$4.89M 0.16% 111
2023
Q2 		– Sell
-35,000
Closed -$10.1M – 883
2023
Q1 		$10.1M Buy
+35,000
New +$8.93M 0.35% 41
2022
Q4 		– Sell
-900
Closed -$210K – 1083
2022
Q3 		$210K Buy
+900
New +$238K 0.01% 702
2019
Q3 		– Sell
-30,800
Closed -$4.13M – 2161
2019
Q2 		$4.13M Buy
+30,800
New +$3.91M 0.07% 223
2018
Q3 		– Sell
-38,500
Closed -$3.8M – 1794
2018
Q2 		$3.8M Sell
38,500
-98,000
-72% -$9.5M 0.07% 234
2018
Q1 		$12.5M Hold
136,500
– – 0.2% 47
2017
Q4 		$11.7M Sell
136,500
-66,500
-33% -$5.46M 0.16% 99
2017
Q3 		$15.1M Buy
203,000
+66,800
+49% +$4.88M 0.21% 62
2017
Q2 		$9.39M Sell
136,200
-195,200
-59% -$13.4M 0.11% 153
2017
Q1 		$21.8M Buy
331,400
+249,400
+304% +$16M 0.26% 54
2016
Q4 		$5.09M Sell
82,000
-614,400
-88% -$37M 0.05% 249
2016
Q3 		$40.1M Buy
696,400
+617,200
+779% +$34.8M 0.5% 35
2016
Q2 		$4.05M Sell
79,200
-16,100
-17% -$837K 0.04% 330
2016
Q1 		$5.26M Buy
95,300
+13,500
+17% +$708K 0.09% 168
2015
Q4 		$4.54M Buy
81,800
+6,000
+8% +$316K 0.12% 140
2015
Q3 		$3.35M Buy
75,800
+37,800
+99% +$1.7M 0.08% 194
2015
Q2 		$1.68M Buy
+38,000
New +$1.73M 0.03% 520
2013
Q4 		– Sell
-50,000
Closed -$1.67M – 1119
2013
Q3 		$1.67M Buy
+50,000
New +$1.64M 0.07% 245

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paloma Partners's MSFT Position: Q4 2025 in Review

Paloma Partners sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 5,639 shares — an estimated $2.92M sold.

Paloma Partners first reported a position in MSFT in Q2 2013 and held it in 41 quarters. The position peaked at $19.2M in Q2 2016. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Paloma Partners reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Paloma Partners sold 5,639 Microsoft shares in Q4 2025, an estimated $2.92M.
  • Paloma Partners first reported a position in Microsoft in Q2 2013 and held it in 41 quarters.
  • Paloma Partners's Microsoft position peaked at $19.2M in Q2 2016.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Paloma Partners's 13F filing for Q4 2025, filed 17 Feb 2026.