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
2026 Q1	$293K	Buy	+6,900	New	+$2.89M	0.01%	521
2024 Q3	–	Sell	-2,700	Closed	-$1.18M	–	764
2024 Q2	$1.18M	Buy	2,700 +2,691	+29,900%	+$1.14M	0.03%	270
2024 Q1	$379K	Sell	9 -991	-99%	-$401K	0.01%	430
2023 Q4	$376K	Buy	+1,000	New	+$356K	0.01%	407
2023 Q3	–	Sell	-5,600	Closed	-$1.91M	–	725
2023 Q2	$1.91M	Hold	5,600	–	–	0.07%	236
2023 Q1	$1.61M	Buy	5,600 +1,000	+22%	+$255K	0.07%	220
2022 Q4	$1.1M	Hold	4,600	–	–	0.12%	200
2022 Q3	$1.07M	Hold	4,600	–	–	0.05%	238
2022 Q2	$1.18M	Hold	4,600	–	–	0.05%	244
2022 Q1	$1.42M	Hold	4,600	–	–	0.05%	246
2021 Q4	$1.55M	Buy	+4,600	New	+$1.49M	0.05%	247

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

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.