R Squared’s Microsoft MSFT Stock Holding History

R Squared’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	$2.62M	Buy	7,077 +2,951	+72%	+$1.23M	1.44%	5
2025 Q4	$2M	Buy	4,126 +1,491	+57%	+$747K	0.93%	9
2025 Q3	$1.36M	Buy	+2,635	New	+$1.34M	0.59%	28
2025 Q2	–	Sell	-650	Closed	-$244K	–	537
2025 Q1	$244K	Sell	650 -760	-54%	-$310K	0.26%	161
2024 Q4	$594K	Buy	+1,410	New	+$601K	0.58%	18

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

R Squared's MSFT Position: Q1 2026 in Review

R Squared increased its Microsoft (MSFT) stake by 72% in Q1 2026, buying an estimated $1.23M and bringing the position to 7,077 shares worth $2.62M. The position accounts for 1.44% of the portfolio, ranked #5.

R Squared first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

R Squared held 7,077 shares of Microsoft worth $2.62M as of Q1 2026.
R Squared bought 2,951 Microsoft shares in Q1 2026, an estimated $1.23M.
Microsoft made up 1.44% of R Squared's portfolio in Q1 2026, its #5 holding.
R Squared first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.