Prelude Capital Management’s Microsoft MSFT Stock Holding History

Prelude Capital 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
2025 Q1	–	Sell	-500	Closed	-$211K	–	1418
2024 Q4	$211K	Hold	500	–	–	0.01%	968
2024 Q3	$215K	Sell	500 -2,000	-80%	-$855K	0.01%	1028
2024 Q2	$1.12M	Buy	2,500 +500	+25%	+$211K	0.08%	292
2024 Q1	$841K	Sell	2,000 -3,000	-60%	-$1.21M	0.04%	441
2023 Q4	$1.88M	Buy	5,000 +1,000	+25%	+$356K	0.12%	183
2023 Q3	$1.26M	Sell	4,000 -5,200	-57%	-$1.72M	0.08%	268
2023 Q2	$3.13M	Buy	9,200 +5,200	+130%	+$1.63M	0.2%	108
2023 Q1	$1.15M	Sell	4,000 -900	-18%	-$230K	0.07%	292
2022 Q4	$1.18M	Sell	4,900 -1,000	-17%	-$240K	0.06%	326
2022 Q3	$280K	Buy	5,900 +2,000	+51%	+$528K	0.01%	903
2022 Q2	$1M	Buy	3,900 +1,500	+63%	+$407K	0.03%	516
2022 Q1	$740K	Buy	2,400 +1,300	+118%	+$391K	0.02%	698
2021 Q4	$370K	Buy	1,100 +100	+10%	+$32.4K	0.01%	1192
2021 Q3	$282K	Buy	+1,000	New	+$291K	0.01%	1167
2021 Q2	–	Sell	-3,300	Closed	-$778K	–	1849
2021 Q1	$778K	Buy	3,300 +1,500	+83%	+$348K	0.02%	705
2020 Q4	$400K	Buy	+1,800	New	+$387K	0.01%	801
2020 Q2	–	Sell	-5,400	Closed	-$852K	–	2156
2020 Q1	$852K	Buy	5,400 +2,500	+86%	+$411K	0.06%	234
2019 Q4	$457K	Buy	2,900 +2,800	+2,800%	+$411K	0.02%	585
2019 Q3	$14K	Buy	+100	New	+$13.8K	﹤0.01%	1444
2017 Q1	–	Sell	-85,000	Closed	-$5.28M	–	1669
2016 Q4	$5.28M	Buy	+85,000	New	+$5.11M	0.64%	20
2015 Q3	–	Sell	-1,000	Closed	-$44K	–	1665
2015 Q2	$44K	Buy	+1,000	New	+$45.6K	0.01%	1193

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prelude Capital Management's MSFT Position: Q2 2026 in Review

Prelude Capital Management increased its Microsoft (MSFT) stake by 85% in Q2 2026, buying an estimated $4.89M and bringing the position to 26,345 shares worth $9.83M. The position accounts for 0.72% of the portfolio, ranked #16.

Prelude Capital Management first reported a position in MSFT in Q3 2013 and has held it in 49 quarters since. The position peaked at $22.5M in Q1 2022. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Prelude Capital Management held 26,345 shares of Microsoft worth $9.83M as of Q2 2026.
Prelude Capital Management bought 12,076 Microsoft shares in Q2 2026, an estimated $4.89M.
Microsoft made up 0.72% of Prelude Capital Management's portfolio in Q2 2026, its #16 holding.
Prelude Capital Management first reported a position in Microsoft in Q3 2013 and has held it in 49 quarters since.
Prelude Capital Management's Microsoft position peaked at $22.5M in Q1 2022.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.