Seldon Capital’s Microsoft MSFT Stock Holding History

Seldon 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
2026 Q1	$1.9M	Hold	5,126	–	–	0.7%	30
2025 Q4	$2.48M	Hold	5,126	–	–	0.86%	27
2025 Q3	$2.66M	Hold	5,126	–	–	0.93%	26
2025 Q2	$2.55M	Hold	5,126	–	–	1.11%	23
2025 Q1	$1.92M	Sell	5,126 -10,708	-68%	-$4.37M	1.21%	22
2024 Q4	$6.67M	Hold	15,834	–	–	2.73%	10
2024 Q3	$6.81M	Hold	15,834	–	–	3.84%	9
2024 Q2	$7.08M	Hold	15,834	–	–	3.87%	10
2024 Q1	$6.66M	Hold	15,834	–	–	4.03%	10
2023 Q4	$5.95M	Hold	15,834	–	–	4.32%	11
2023 Q3	$5M	Buy	15,834 +2,108	+15%	+$697K	4.3%	10
2023 Q2	$4.67M	Buy	13,726 +3,474	+34%	+$1.09M	4.35%	8
2023 Q1	$2.96M	Buy	10,252 +5,126	+100%	+$1.31M	1.45%	20
2022 Q4	$1.23M	Hold	5,126	–	–	1.06%	21
2022 Q3	$1.19M	Hold	5,126	–	–	0.85%	27
2022 Q2	$1.32M	Hold	5,126	–	–	0.76%	27
2022 Q1	$1.58M	Hold	5,126	–	–	0.93%	23
2021 Q4	$1.72M	Buy	+5,126	New	+$1.66M	1.11%	22

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

Seldon Capital's MSFT Position: Q1 2026 in Review

Seldon Capital held its Microsoft (MSFT) position steady in Q1 2026 at 5,126 shares worth $1.9M. The position accounts for 0.7% of the portfolio, ranked #30.

Seldon Capital first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.08M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Seldon Capital held 5,126 shares of Microsoft worth $1.9M as of Q1 2026.
Seldon Capital left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.7% of Seldon Capital's portfolio in Q1 2026, its #30 holding.
Seldon Capital first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Seldon Capital's Microsoft position peaked at $7.08M in Q2 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Seldon Capital's 13F filing for Q1 2026, filed 15 May 2026.