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Savant Capital’s Microsoft MSFT Stock Holding History

Savant Capital’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
2020
Q4 		– Sell
-700
Closed -$147K – 443
2020
Q3 		$147K Hold
700
– – 0.01% 387
2020
Q2 		$142K Buy
+700
New +$127K 0.01% 385

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

Savant Capital's MSFT Position: Q1 2026 in Review

Savant Capital increased its Microsoft (MSFT) stake by 6.9% in Q1 2026, buying an estimated $7.33M and bringing the position to 271,057 shares worth $100M. The position accounts for 0.48% of the portfolio, ranked #30.

Savant Capital first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $127M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Savant Capital held 271,057 shares of Microsoft worth $100M as of Q1 2026.
  • Savant Capital bought 17,517 Microsoft shares in Q1 2026, an estimated $7.33M.
  • Microsoft made up 0.48% of Savant Capital's portfolio in Q1 2026, its #30 holding.
  • Savant Capital first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's Microsoft position peaked at $127M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.