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Pinney & Scofield’s Microsoft MSFT Stock Holding History

Pinney & Scofield’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 		$374K Hold
1,011
– – 0.2% 35
2025
Q4 		$489K Sell
1,011
-31
-3% -$15.5K 0.28% 30
2025
Q3 		$540K Hold
1,042
– – 0.34% 27
2025
Q2 		$518K Buy
1,042
+68
+7% +$29.5K 0.35% 27
2025
Q1 		$366K Sell
974
-40
-4% -$16.3K 0.26% 33
2024
Q4 		$427K Buy
+1,014
New +$432K 0.32% 31

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

Pinney & Scofield's MSFT Position: Q1 2026 in Review

Pinney & Scofield held its Microsoft (MSFT) position steady in Q1 2026 at 1,011 shares worth $374K. The position accounts for 0.2% of the portfolio, ranked #35.

Pinney & Scofield first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $540K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Pinney & Scofield held 1,011 shares of Microsoft worth $374K as of Q1 2026.
  • Pinney & Scofield left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.2% of Pinney & Scofield's portfolio in Q1 2026, its #35 holding.
  • Pinney & Scofield first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Microsoft position peaked at $540K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.