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Rappaport Reiches Capital Management’s Microsoft MSFT Stock Holding History

Rappaport Reiches 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 		$3.81M Buy
10,142
+400
+4% +$163K 0.95% 17
2024
Q4 		$4.11M Buy
9,742
+19
+0.2% +$8.09K 1.06% 17
2024
Q3 		$4.18M Buy
9,723
+238
+3% +$102K 1.11% 18
2024
Q2 		$4.24M Sell
9,485
-2,039
-18% -$861K 1.25% 17
2024
Q1 		$4.85M Buy
11,524
+3,311
+40% +$1.34M 1.52% 14
2023
Q4 		$3.09M Buy
8,213
+1,067
+15% +$380K 1.13% 18
2023
Q3 		$2.26M Buy
7,146
+246
+4% +$81.3K 0.95% 18
2023
Q2 		$2.35M Buy
6,900
+94
+1% +$29.5K 0.98% 18
2023
Q1 		$1.96M Sell
6,806
-524
-7% -$134K 0.87% 17
2022
Q4 		$1.76M Buy
7,330
+513
+8% +$123K 0.87% 17
2022
Q3 		$1.59M Sell
6,817
-815
-11% -$215K 0.81% 20
2022
Q2 		$1.96M Buy
7,632
+1,881
+33% +$511K 0.98% 16
2022
Q1 		$1.77M Buy
5,751
+3,211
+126% +$966K 0.95% 17
2021
Q4 		$854K Buy
2,540
+279
+12% +$90.5K 0.73% 22
2021
Q3 		$637K Sell
2,261
-808
-26% -$235K 0.63% 25
2021
Q2 		$831K Buy
+3,069
New +$780K 0.87% 17

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rappaport Reiches Capital Management's MSFT Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Microsoft (MSFT) stake by 4.1% in Q1 2025, buying an estimated $163K and bringing the position to 10,142 shares worth $3.81M. The position accounts for 0.95% of the portfolio, ranked #17.

Rappaport Reiches Capital Management first reported a position in MSFT in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.85M in Q1 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • Rappaport Reiches Capital Management held 10,142 shares of Microsoft worth $3.81M as of Q1 2025.
  • Rappaport Reiches Capital Management bought 400 Microsoft shares in Q1 2025, an estimated $163K.
  • Microsoft made up 0.95% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #17 holding.
  • Rappaport Reiches Capital Management first reported a position in Microsoft in Q2 2021 and has held it in 16 quarters since.
  • Rappaport Reiches Capital Management's Microsoft position peaked at $4.85M in Q1 2024.
  • 5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.