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Ramirez Asset Management’s Microsoft MSFT Stock Holding History

Ramirez Asset 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 		$6.06M Sell
16,382
-358
-2% -$150K 0.73% 49
2025
Q4 		$8.1M Buy
16,740
+83
+0.5% +$41.6K 1.07% 22
2025
Q3 		$8.63M Sell
16,657
-6
-0% -$3.06K 1.2% 18
2025
Q2 		$8.29M Sell
16,663
-100
-0.6% -$43.4K 1.25% 15
2025
Q1 		$6.29M Sell
16,763
-115
-0.7% -$46.9K 1.31% 15
2024
Q4 		$7.11M Hold
16,878
– – 1.44% 11
2024
Q3 		$7.26M Buy
16,878
+25
+0.1% +$10.7K 1.39% 14
2024
Q2 		$7.53M Buy
16,853
+2
+0% +$845 1.53% 10
2024
Q1 		$7.09M Sell
16,851
-1,005
-6% -$407K 1.43% 10
2023
Q4 		$6.71M Hold
17,856
– – 1.36% 13
2023
Q3 		$5.64M Buy
+17,856
New +$5.9M 1.21% 17

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

Ramirez Asset Management's MSFT Position: Q1 2026 in Review

Ramirez Asset Management reduced its Microsoft (MSFT) stake by 2.1% in Q1 2026, selling an estimated $150K and leaving 16,382 shares worth $6.06M. The position accounts for 0.73% of the portfolio, ranked #49.

Ramirez Asset Management first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.63M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ramirez Asset Management held 16,382 shares of Microsoft worth $6.06M as of Q1 2026.
  • Ramirez Asset Management sold 358 Microsoft shares in Q1 2026, an estimated $150K.
  • Microsoft made up 0.73% of Ramirez Asset Management's portfolio in Q1 2026, its #49 holding.
  • Ramirez Asset Management first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
  • Ramirez Asset Management's Microsoft position peaked at $8.63M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ramirez Asset Management's 13F filing for Q1 2026, filed 12 May 2026.