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RW Investment Management’s Microsoft MSFT Stock Holding History

RW 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 		$4.37M Buy
+11,795
New +$4.94M 0.42% 19
2025
Q3 		$6.27M Sell
12,100
-287
-2% -$146K 0.65% 14
2025
Q2 		$6.16M Buy
12,387
+1,506
+14% +$654K 0.69% 14
2025
Q1 		$4.08M Buy
10,881
+133
+1% +$54.2K 0.5% 16
2024
Q4 		$4.53M Sell
10,748
-209
-2% -$89K 0.55% 15
2024
Q3 		$4.71M Buy
10,957
+425
+4% +$182K 0.59% 11
2024
Q2 		$4.71M Sell
10,532
-623
-6% -$263K 0.64% 11
2024
Q1 		$4.69M Buy
11,155
+445
+4% +$180K 0.65% 10
2023
Q4 		$4.03M Sell
10,710
-889
-8% -$316K 0.61% 14
2023
Q3 		$3.66M Sell
11,599
-873
-7% -$288K 0.67% 13
2023
Q2 		$4.25M Sell
12,472
-2,473
-17% -$775K 0.88% 12
2023
Q1 		$4.31M Sell
14,945
-148
-1% -$37.8K 1.2% 13
2022
Q4 		$3.62M Buy
+15,093
New +$3.62M 1.42% 13

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

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

RW Investment Management opened a new position in Microsoft (MSFT) in Q1 2026: 11,795 shares worth $4.37M. The stake represents 0.42% of the portfolio and ranks #19 among its holdings. This is a return to the name: RW Investment Management previously reported a position in MSFT as recently as Q3 2025.

RW Investment Management first reported a position in MSFT in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.27M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • RW Investment Management held 11,795 shares of Microsoft worth $4.37M as of Q1 2026.
  • Microsoft was a new RW Investment Management position in Q1 2026.
  • Microsoft made up 0.42% of RW Investment Management's portfolio in Q1 2026, its #19 holding.
  • RW Investment Management first reported a position in Microsoft in Q4 2022 and has held it in 13 quarters since.
  • RW Investment Management's Microsoft position peaked at $6.27M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.