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Shelton Capital Management’s Microsoft MSFT Stock Holding History

Shelton Capital 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
2022
Q2 		– Sell
-1,700
Closed -$524K – 776
2022
Q1 		$524K Buy
+1,700
New +$511K 0.02% 350

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VCM
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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

Shelton Capital Management's MSFT Position: Q1 2026 in Review

Shelton Capital Management increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $42.6M and bringing the position to 664,301 shares worth $246M. The position accounts for 5.38% of the portfolio, ranked #3.

Shelton Capital Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $275M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Shelton Capital Management held 664,301 shares of Microsoft worth $246M as of Q1 2026.
  • Shelton Capital Management bought 101,780 Microsoft shares in Q1 2026, an estimated $42.6M.
  • Microsoft made up 5.38% of Shelton Capital Management's portfolio in Q1 2026, its #3 holding.
  • Shelton Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Microsoft position peaked at $275M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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