Permanent Capital Management’s Microsoft MSFT Stock Holding History

Permanent 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	$29.6M	Buy	72,667 +478	+0.7%	+$200K	4.61%	6
2025 Q4	$34.9M	Sell	72,189 -227	-0.3%	-$114K	6.8%	5
2025 Q3	$37.5M	Buy	+72,416	New	+$36.9M	7.01%	5
2025 Q1	$24.9M	Buy	66,325 +797	+1%	+$325K	7.14%	5
2024 Q4	$27.6M	Buy	+65,528	New	+$27.9M	8.55%	3
2024 Q2	$36.1M	Buy	+72,532	New	+$30.6M	7.54%	5

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Permanent Capital Management increased its Microsoft (MSFT) stake by 0.66% in Q1 2026, buying an estimated $200K and bringing the position to 72,667 shares worth $29.6M. The position accounts for 4.61% of the portfolio, ranked #6.

Permanent Capital Management first reported a position in MSFT in Q2 2024 and has held it in 6 quarters since. The position peaked at $37.5M in Q3 2025. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Permanent Capital Management held 72,667 shares of Microsoft worth $29.6M as of Q1 2026.
Permanent Capital Management bought 478 Microsoft shares in Q1 2026, an estimated $200K.
Microsoft made up 4.61% of Permanent Capital Management's portfolio in Q1 2026, its #6 holding.
Permanent Capital Management first reported a position in Microsoft in Q2 2024 and has held it in 6 quarters since.
Permanent Capital Management's Microsoft position peaked at $37.5M in Q3 2025.
6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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