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
2025 Q1	–	Hold	0	–	-$84.3K	–	1295
2024 Q4	–	Hold	0	–	–	–	1386
2024 Q3	–	Hold	0	–	–	–	1344
2024 Q2	–	Hold	0	–	–	–	1214
2024 Q1	–	Hold	0	–	–	–	1081
2023 Q4	–	Hold	0	–	–	–	831
2023 Q3	–	Hold	0	–	–	–	789
2023 Q2	–	Hold	0	–	–	–	766
2023 Q1	–	Hold	0	–	–	–	707
2022 Q4	–	Hold	0	–	–	–	567
2022 Q3	–	Hold	0	–	–	–	529
2022 Q2	–	Sell	-500	Closed	-$136K	–	535
2022 Q1	$155K	Buy	500 +200	+67%	+$60.2K	0.01%	553
2021 Q4	$101K	Sell	300 -200	-40%	-$64.8K	﹤0.01%	554
2021 Q3	$141K	Sell	500 -100	-17%	-$29.1K	0.01%	513
2021 Q2	$162K	Sell	600 -100	-14%	-$25.4K	0.01%	484
2021 Q1	$165K	Hold	700	–	–	0.01%	452
2020 Q4	$156K	Buy	+700	New	+$151K	0.01%	426

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

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.