Pullen Investment Management’s Microsoft MSFT Stock Holding History

Pullen Investment 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	$3.33M	Sell	8,987 -141	-2%	-$59K	1.67%	14
2025 Q4	$4.41M	Buy	9,128 +44	+0.5%	+$22K	2.33%	6
2025 Q3	$4.71M	Buy	9,084 +58	+0.6%	+$29.6K	2.55%	4
2025 Q2	$4.49M	Buy	9,026 +14	+0.2%	+$6.08K	2.7%	4
2025 Q1	$3.38M	Sell	9,012 -492	-5%	-$201K	2.14%	6
2024 Q4	$4.01M	Sell	9,504 -102	-1%	-$43.4K	2.6%	4
2024 Q3	$4.13M	Sell	9,606 -61	-0.6%	-$26.1K	3.02%	5
2024 Q2	$4.32M	Buy	9,667 +34	+0.4%	+$14.4K	3.58%	4
2024 Q1	$4.05M	Buy	+9,633	New	+$3.9M	3.42%	4

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

Pullen Investment Management's MSFT Position: Q1 2026 in Review

Pullen Investment Management reduced its Microsoft (MSFT) stake by 1.5% in Q1 2026, selling an estimated $59K and leaving 8,987 shares worth $3.33M. The position accounts for 1.67% of the portfolio, ranked #14.

Pullen Investment Management first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.71M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Pullen Investment Management held 8,987 shares of Microsoft worth $3.33M as of Q1 2026.
Pullen Investment Management sold 141 Microsoft shares in Q1 2026, an estimated $59K.
Microsoft made up 1.67% of Pullen Investment Management's portfolio in Q1 2026, its #14 holding.
Pullen Investment Management first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's Microsoft position peaked at $4.71M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.