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Potomac Fund Management’s Microsoft MSFT Stock Holding History

Potomac Fund 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 		$2.35M Buy
6,344
+183
+3% +$76.6K 0.08% 26
2025
Q4 		$2.98M Buy
6,161
+235
+4% +$118K 0.11% 25
2025
Q3 		$3.07M Buy
5,926
+150
+3% +$76.5K 0.13% 26
2025
Q2 		$2.92M Sell
5,776
-11
-0.2% -$4.78K 0.17% 23
2025
Q1 		$2.08M Buy
5,787
+617
+12% +$252K 0.91% 11
2024
Q4 		$2.18M Buy
+5,170
New +$2.2M 0.13% 24

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

Potomac Fund Management's MSFT Position: Q1 2026 in Review

Potomac Fund Management increased its Microsoft (MSFT) stake by 3% in Q1 2026, buying an estimated $76.6K and bringing the position to 6,344 shares worth $2.35M. The position accounts for 0.08% of the portfolio, ranked #26.

Potomac Fund Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.07M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Potomac Fund Management held 6,344 shares of Microsoft worth $2.35M as of Q1 2026.
  • Potomac Fund Management bought 183 Microsoft shares in Q1 2026, an estimated $76.6K.
  • Microsoft made up 0.08% of Potomac Fund Management's portfolio in Q1 2026, its #26 holding.
  • Potomac Fund Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Potomac Fund Management's Microsoft position peaked at $3.07M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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