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Passive Capital Management’s Microsoft MSFT Stock Holding History

Passive 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 		$815K Buy
2,201
+73
+3% +$30.5K 0.24% 43
2025
Q4 		$1.03M Buy
2,128
+17
+0.8% +$8.52K 0.32% 38
2025
Q3 		$1.09M Buy
2,111
+35
+2% +$17.9K 0.36% 35
2025
Q2 		$1.02M Sell
2,076
-150
-7% -$65.1K 0.32% 36
2025
Q1 		$836K Buy
2,226
+833
+60% +$340K 0.26% 37
2024
Q4 		$587K Buy
1,393
+600
+76% +$256K 0.21% 39
2024
Q3 		$341K Buy
793
+1
+0.1% +$427 0.12% 50
2024
Q2 		$354K Buy
+792
New +$334K 0.13% 49

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

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

Passive Capital Management increased its Microsoft (MSFT) stake by 3.4% in Q1 2026, buying an estimated $30.5K and bringing the position to 2,201 shares worth $815K. The position accounts for 0.24% of the portfolio, ranked #43.

Passive Capital Management first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Passive Capital Management held 2,201 shares of Microsoft worth $815K as of Q1 2026.
  • Passive Capital Management bought 73 Microsoft shares in Q1 2026, an estimated $30.5K.
  • Microsoft made up 0.24% of Passive Capital Management's portfolio in Q1 2026, its #43 holding.
  • Passive Capital Management first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Passive Capital Management's Microsoft position peaked at $1.09M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.