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Permanens Capital’s Microsoft MSFT Stock Holding History

Permanens Capital’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 		$11.5M Buy
31,146
+5,922
+23% +$2.48M 1.49% 13
2025
Q4 		$12.2M Buy
25,224
+12,082
+92% +$6.05M 1.59% 13
2025
Q3 		$6.81M Sell
13,142
-4,510
-26% -$2.3M 1.02% 15
2025
Q2 		$8.78M Buy
17,652
+2,753
+18% +$1.2M 1.2% 14
2025
Q1 		$5.59M Buy
14,899
+5,416
+57% +$2.21M 1.02% 10
2024
Q4 		$4M Hold
9,483
– – 0.76% 18
2024
Q3 		$4.08M Sell
9,483
-4,182
-31% -$1.79M 0.83% 17
2024
Q2 		$6.11M Buy
13,665
+1,470
+12% +$621K 0.62% 15
2024
Q1 		$5.13M Buy
12,195
+900
+8% +$364K 0.63% 14
2023
Q4 		$4.25M Buy
11,295
+145
+1% +$51.6K 0.83% 15
2023
Q3 		$3.52M Buy
11,150
+6,885
+161% +$2.28M 0.6% 12
2023
Q2 		$1.45M Sell
4,265
-8,470
-67% -$2.65M 0.33% 23
2023
Q1 		$3.67M Hold
12,735
– – 0.8% 13
2022
Q4 		$3.05M Sell
12,735
-1,420
-10% -$341K 0.74% 12
2022
Q3 		$3.3M Sell
14,155
-7,114
-33% -$1.88M 0.74% 10
2022
Q2 		$5.46M Hold
21,269
– – 1.1% 10
2022
Q1 		$6.56M Sell
21,269
-13,615
-39% -$4.1M 1.02% 13
2021
Q4 		$11.7M Buy
34,884
+2,339
+7% +$758K 1.85% 7
2021
Q3 		$9.18M Sell
32,545
-579
-2% -$168K 1.66% 10
2021
Q2 		$8.97M Buy
33,124
+3,956
+14% +$1.01M 1.61% 7
2021
Q1 		$6.88M Buy
29,168
+4,666
+19% +$1.08M 1.41% 13
2020
Q4 		$5.45M Buy
24,502
+22,438
+1,087% +$4.82M 1.15% 14
2020
Q3 		$434K Buy
2,064
+712
+53% +$150K 0.15% 19
2020
Q2 		$276K Buy
1,352
+937
+226% +$170K 0.1% 16
2020
Q1 		$65K Sell
415
-1,555
-79% -$256K 0.02% 57
2019
Q4 		$311K Buy
+1,970
New +$289K 0.08% 32
2019
Q2 		– Sell
-56
Closed -$7K – 108
2019
Q1 		$7K Buy
+56
New +$6.11K ﹤0.01% 75

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

Permanens Capital's MSFT Position: Q1 2026 in Review

Permanens Capital increased its Microsoft (MSFT) stake by 23% in Q1 2026, buying an estimated $2.48M and bringing the position to 31,146 shares worth $11.5M. The position accounts for 1.49% of the portfolio, ranked #13.

Permanens Capital first reported a position in MSFT in Q1 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Permanens Capital held 31,146 shares of Microsoft worth $11.5M as of Q1 2026.
  • Permanens Capital bought 5,922 Microsoft shares in Q1 2026, an estimated $2.48M.
  • Microsoft made up 1.49% of Permanens Capital's portfolio in Q1 2026, its #13 holding.
  • Permanens Capital first reported a position in Microsoft in Q1 2019 and has held it in 27 quarters since.
  • Permanens Capital's Microsoft position peaked at $12.2M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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