Samjo Management’s Microsoft MSFT Stock Holding History

Samjo 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	$1.35M	Sell	3,650 -1,500	-29%	-$628K	0.58%	40
2025 Q4	$2.49M	Hold	5,150	–	–	0.96%	30
2025 Q3	$2.67M	Sell	5,150 -100	-2%	-$51K	1.02%	28
2025 Q2	$2.61M	Hold	5,250	–	–	1.1%	23
2025 Q1	$1.97M	Hold	5,250	–	–	0.84%	30
2024 Q4	$2.21M	Hold	5,250	–	–	0.83%	28
2024 Q3	$2.26M	Hold	5,250	–	–	0.78%	25
2024 Q2	$2.35M	Sell	5,250 -200	-4%	-$84.5K	0.87%	21
2024 Q1	$2.29M	Sell	5,450 -775	-12%	-$314K	0.81%	21
2023 Q4	$2.34M	Buy	+6,225	New	+$2.22M	0.83%	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

Samjo Management's MSFT Position: Q1 2026 in Review

Samjo Management reduced its Microsoft (MSFT) stake by 29% in Q1 2026, selling an estimated $628K and leaving 3,650 shares worth $1.35M. The position accounts for 0.58% of the portfolio, ranked #40.

Samjo Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Samjo Management held 3,650 shares of Microsoft worth $1.35M as of Q1 2026.
Samjo Management sold 1,500 Microsoft shares in Q1 2026, an estimated $628K.
Microsoft made up 0.58% of Samjo Management's portfolio in Q1 2026, its #40 holding.
Samjo Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Samjo Management's Microsoft position peaked at $2.67M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Samjo Management's 13F filing for Q1 2026, filed 15 May 2026.