Platinum Investment Management’s Microsoft MSFT Stock Holding History

Platinum Investment 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	$1.53M	Sell	4,134 -4,439	-52%	-$1.86M	0.39%	69
2025 Q4	$4.15M	Hold	8,573	–	–	0.96%	42
2025 Q3	$4.44M	Sell	8,573 -767	-8%	-$391K	0.29%	42
2025 Q2	$4.65M	Hold	9,340	–	–	0.31%	36
2025 Q1	$3.51M	Buy	9,340 +351	+4%	+$143K	0.2%	37
2024 Q4	$3.79M	Hold	8,989	–	–	0.22%	46
2024 Q3	$3.87M	Buy	8,989 +400	+5%	+$171K	0.18%	46
2024 Q2	$3.84M	Hold	8,589	–	–	0.16%	45
2024 Q1	$3.61M	Sell	8,589 -17,400	-67%	-$7.04M	0.15%	52
2023 Q4	$9.77M	Buy	25,989 +5,253	+25%	+$1.87M	0.4%	39
2023 Q3	$6.55M	Buy	20,736 +172	+0.8%	+$56.8K	0.26%	46
2023 Q2	$7M	Hold	20,564	–	–	0.24%	48
2023 Q1	$5.93M	Hold	20,564	–	–	0.21%	50
2022 Q4	$4.93M	Sell	20,564 -1,748	-8%	-$419K	0.19%	54
2022 Q3	$5.2M	Hold	22,312	–	–	0.22%	50
2022 Q2	$5.73M	Sell	22,312 -2,192	-9%	-$595K	0.22%	50
2022 Q1	$7.55M	Sell	24,504 -3,927	-14%	-$1.18M	0.23%	53
2021 Q4	$9.56M	Hold	28,431	–	–	0.27%	48
2021 Q3	$8.02M	Buy	28,431 +3,433	+14%	+$999K	0.23%	50
2021 Q2	$6.77M	Hold	24,998	–	–	0.16%	57
2021 Q1	$5.89M	Hold	24,998	–	–	0.13%	52
2020 Q4	$5.56M	Hold	24,998	–	–	0.13%	56
2020 Q3	$5.26M	Hold	24,998	–	–	0.13%	57
2020 Q2	$5.09M	Hold	24,998	–	–	0.12%	54
2020 Q1	$3.94M	Hold	24,998	–	–	0.1%	53
2019 Q4	$3.94M	Hold	24,998	–	–	0.08%	50
2019 Q3	$3.48M	Sell	24,998 -837	-3%	-$115K	0.08%	51
2019 Q2	$3.46M	Hold	25,835	–	–	0.08%	47
2019 Q1	$3.05M	Buy	25,835 +2,635	+11%	+$287K	0.07%	50
2018 Q4	$2.36M	Hold	23,200	–	–	0.08%	42
2018 Q3	$2.65M	Hold	23,200	–	–	0.08%	47
2018 Q2	$2.29M	Hold	23,200	–	–	0.05%	53
2018 Q1	$2.12M	Hold	23,200	–	–	0.06%	52
2017 Q4	$1.98M	Hold	23,200	–	–	0.05%	55
2017 Q3	$1.73M	Hold	23,200	–	–	0.04%	54
2017 Q2	$1.6M	Buy	+23,200	New	+$1.59M	0.04%	53
2015 Q3	–	Sell	-1,524,385	Closed	-$67.3M	–	85
2015 Q2	$67.3M	Hold	1,524,385	–	–	1.36%	23
2015 Q1	$62M	Sell	1,524,385 -749,000	-33%	-$32.6M	1.24%	25
2014 Q4	$106M	Sell	2,273,385 -450,400	-17%	-$21.1M	2.02%	17
2014 Q3	$126M	Sell	2,723,785 -356,000	-12%	-$15.9M	2.57%	13
2014 Q2	$128M	Sell	3,079,785 -65,000	-2%	-$2.63M	2.23%	17
2014 Q1	$129M	Sell	3,144,785 -3,186,885	-50%	-$120M	2.3%	17
2013 Q4	$237M	Sell	6,331,670 -383,000	-6%	-$13.9M	4.1%	10
2013 Q3	$223M	Sell	6,714,670 -6,750,000	-50%	-$222M	4.08%	9
2013 Q2	$465M	Buy	+13,464,670	New	+$441M	8.88%	1

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Platinum Investment Management's MSFT Position: Q1 2026 in Review

Platinum Investment Management reduced its Microsoft (MSFT) stake by 52% in Q1 2026, selling an estimated $1.86M and leaving 4,134 shares worth $1.53M. The position accounts for 0.39% of the portfolio, ranked #69.

Platinum Investment Management first reported a position in MSFT in Q2 2013 and has held it in 45 quarters since. The position peaked at $465M in Q2 2013. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Platinum Investment Management held 4,134 shares of Microsoft worth $1.53M as of Q1 2026.
Platinum Investment Management sold 4,439 Microsoft shares in Q1 2026, an estimated $1.86M.
Microsoft made up 0.39% of Platinum Investment Management's portfolio in Q1 2026, its #69 holding.
Platinum Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 45 quarters since.
Platinum Investment Management's Microsoft position peaked at $465M in Q2 2013.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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