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Portfolio Design Labs’s Microsoft MSFT Stock Holding History

Portfolio Design Labs’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 		$24.7M Buy
66,829
+4,696
+8% +$1.97M 4.4% 4
2025
Q4 		$30M Buy
62,133
+2,182
+4% +$1.09M 4.95% 4
2025
Q3 		$31.1M Buy
59,951
+31,120
+108% +$15.9M 5.33% 3
2025
Q2 		$14.3M Sell
28,831
-15,176
-34% -$6.59M 2.82% 6
2025
Q1 		$16.5M Sell
44,007
-7,121
-14% -$2.9M 3.41% 5
2024
Q4 		$21.6M Buy
51,128
+10,156
+25% +$4.33M 4.42% 4
2024
Q3 		$17.6M Sell
40,972
-766
-2% -$327K 4.92% 4
2024
Q2 		$18.7M Buy
41,738
+2,554
+7% +$1.08M 5.76% 2
2024
Q1 		$16.5M Buy
39,184
+2,365
+6% +$957K 5.54% 1
2023
Q4 		$13.8M Buy
+36,819
New +$13.1M 5.24% 2

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

Portfolio Design Labs's MSFT Position: Q1 2026 in Review

Portfolio Design Labs increased its Microsoft (MSFT) stake by 7.6% in Q1 2026, buying an estimated $1.97M and bringing the position to 66,829 shares worth $24.7M. The position accounts for 4.4% of the portfolio, ranked #4.

Portfolio Design Labs first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.1M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Portfolio Design Labs held 66,829 shares of Microsoft worth $24.7M as of Q1 2026.
  • Portfolio Design Labs bought 4,696 Microsoft shares in Q1 2026, an estimated $1.97M.
  • Microsoft made up 4.4% of Portfolio Design Labs's portfolio in Q1 2026, its #4 holding.
  • Portfolio Design Labs first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Portfolio Design Labs's Microsoft position peaked at $31.1M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.