POM Investment Strategies’s Microsoft MSFT Stock Holding History

POM Investment Strategies’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	$155K	Buy	420 +17	+4%	+$7.11K	0.19%	60
2025 Q4	$195K	Sell	403 -758	-65%	-$380K	0.1%	32
2025 Q3	$601K	Buy	1,161 +969	+505%	+$494K	0.33%	25
2025 Q2	$95.5K	Sell	192 -274	-59%	-$119K	0.07%	32
2025 Q1	$175K	Sell	466 -2,480	-84%	-$1.01M	0.2%	29
2024 Q4	$1.24M	Sell	2,946 -188	-6%	-$80.1K	0.94%	17
2024 Q3	$1.35M	Buy	3,134 +15	+0.5%	+$6.41K	1.05%	16
2024 Q2	$1.39M	Buy	3,119 +281	+10%	+$119K	1.12%	16
2024 Q1	$1.19M	Sell	2,838 -79	-3%	-$32K	0.98%	16
2023 Q4	$1.1M	Buy	+2,917	New	+$1.04M	1.01%	15

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

POM Investment Strategies's MSFT Position: Q1 2026 in Review

POM Investment Strategies increased its Microsoft (MSFT) stake by 4.2% in Q1 2026, buying an estimated $7.11K and bringing the position to 420 shares worth $155K. The position accounts for 0.19% of the portfolio, ranked #60.

POM Investment Strategies first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2024. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

POM Investment Strategies held 420 shares of Microsoft worth $155K as of Q1 2026.
POM Investment Strategies bought 17 Microsoft shares in Q1 2026, an estimated $7.11K.
Microsoft made up 0.19% of POM Investment Strategies's portfolio in Q1 2026, its #60 holding.
POM Investment Strategies first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
POM Investment Strategies's Microsoft position peaked at $1.39M in Q2 2024.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.