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Principal Street Partners’s Microsoft MSFT Stock Holding History

Principal Street Partners’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 		$7.38M Buy
19,935
+834
+4% +$349K 1.2% 28
2025
Q4 		$9.24M Sell
19,101
-8,552
-31% -$4.29M 1.56% 9
2025
Q3 		$14.3M Sell
27,653
-51,893
-65% -$26.5M 2.29% 6
2025
Q2 		$39.6M Buy
79,546
+52,553
+195% +$22.8M 3.88% 5
2025
Q1 		$10.1M Buy
26,993
+283
+1% +$115K 1.88% 6
2024
Q4 		$11.3M Sell
26,710
-25,578
-49% -$10.9M 2.21% 6
2024
Q3 		$23.4M Buy
52,288
+24,764
+90% +$10.6M 3.82% 5
2024
Q2 		$12.3M Sell
27,524
-108
-0.4% -$45.6K 2.2% 7
2024
Q1 		$11.5M Buy
27,632
+301
+1% +$122K 2.17% 6
2023
Q4 		$10.3M Buy
27,331
+171
+0.6% +$60.9K 2.48% 5
2023
Q3 		$8.58M Buy
27,160
+550
+2% +$182K 1.7% 8
2023
Q2 		$9.06M Buy
26,610
+781
+3% +$245K 2.15% 6
2023
Q1 		$7.45M Buy
25,829
+883
+4% +$225K 1.88% 5
2022
Q4 		$5.98M Buy
24,946
+65
+0.3% +$15.6K 1.51% 15
2022
Q3 		$5.79M Buy
24,881
+85
+0.3% +$22.4K 1.54% 8
2022
Q2 		$6.37M Sell
24,796
-1,133
-4% -$308K 1.65% 7
2022
Q1 		$8M Sell
25,929
-1,075
-4% -$323K 1.83% 6
2021
Q4 		$9.08M Buy
27,004
+830
+3% +$269K 2.19% 6
2021
Q3 		$7.38M Buy
26,174
+3,793
+17% +$1.1M 2.01% 6
2021
Q2 		$6.06M Sell
22,381
-778
-3% -$198K 1.6% 8
2021
Q1 		$5.46M Buy
23,159
+13,691
+145% +$3.18M 0.7% 47
2020
Q4 		$2.11M Buy
9,468
+3,207
+51% +$690K 0.65% 48
2020
Q3 		$1.32M Buy
+6,261
New +$1.32M 0.46% 60
2020
Q2 		– Sell
-8,532
Closed -$1.35M – 138
2020
Q1 		$1.35M Buy
8,532
+4,312
+102% +$709K 0.57% 38
2019
Q4 		$665K Buy
4,220
+927
+28% +$136K 0.15% 122
2019
Q3 		$458K Buy
3,293
+311
+10% +$42.8K 0.11% 124
2019
Q2 		$399K Buy
+2,982
New +$379K 0.22% 111

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

Principal Street Partners's MSFT Position: Q1 2026 in Review

Principal Street Partners increased its Microsoft (MSFT) stake by 4.4% in Q1 2026, buying an estimated $349K and bringing the position to 19,935 shares worth $7.38M. The position accounts for 1.2% of the portfolio, ranked #28.

Principal Street Partners first reported a position in MSFT in Q2 2019 and has held it in 27 quarters since. The position peaked at $39.6M in Q2 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Principal Street Partners held 19,935 shares of Microsoft worth $7.38M as of Q1 2026.
  • Principal Street Partners bought 834 Microsoft shares in Q1 2026, an estimated $349K.
  • Microsoft made up 1.2% of Principal Street Partners's portfolio in Q1 2026, its #28 holding.
  • Principal Street Partners first reported a position in Microsoft in Q2 2019 and has held it in 27 quarters since.
  • Principal Street Partners's Microsoft position peaked at $39.6M in Q2 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.