Sippican Capital Advisors’s Microsoft MSFT Stock Holding History

Sippican Capital Advisors’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	$377K	Buy	1,018 +155	+18%	+$64.9K	0.26%	85
2025 Q4	$417K	Sell	863 -675	-44%	-$338K	0.27%	83
2025 Q3	$797K	Hold	1,538	–	–	0.53%	67
2025 Q2	$765K	Hold	1,538	–	–	0.56%	64
2025 Q1	$577K	Hold	1,538	–	–	0.44%	76
2024 Q4	$648K	Hold	1,538	–	–	0.47%	69
2024 Q3	$662K	Hold	1,538	–	–	0.46%	70
2024 Q2	$687K	Hold	1,538	–	–	0.54%	63
2024 Q1	$647K	Sell	1,538 -809	-34%	-$328K	0.5%	72
2023 Q4	$883K	Buy	2,347 +740	+46%	+$263K	0.69%	54
2023 Q3	$507K	Buy	1,607 +1,000	+165%	+$330K	0.46%	71
2023 Q2	$207K	Buy	+607	New	+$190K	0.19%	97
2022 Q2	–	Sell	-721	Closed	-$222K	–	107
2022 Q1	$222K	Sell	721 -65	-8%	-$19.6K	0.18%	105
2021 Q4	$264K	Sell	786 -685	-47%	-$222K	0.22%	97
2021 Q3	$415K	Hold	1,471	–	–	0.36%	82
2021 Q2	$398K	Hold	1,471	–	–	0.35%	83
2021 Q1	$347K	Hold	1,471	–	–	0.32%	84
2020 Q4	$327K	Sell	1,471 -500	-25%	-$108K	0.35%	81
2020 Q3	$415K	Buy	1,971 +425	+27%	+$89.3K	0.52%	67
2020 Q2	$315K	Sell	1,546 -549	-26%	-$99.7K	0.42%	70
2020 Q1	$330K	Buy	+2,095	New	+$345K	0.54%	64

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

Sippican Capital Advisors's MSFT Position: Q1 2026 in Review

Sippican Capital Advisors increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $64.9K and bringing the position to 1,018 shares worth $377K. The position accounts for 0.26% of the portfolio, ranked #85.

Sippican Capital Advisors first reported a position in MSFT in Q1 2020 and has held it in 21 quarters since. The position peaked at $883K in Q4 2023. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Sippican Capital Advisors held 1,018 shares of Microsoft worth $377K as of Q1 2026.
Sippican Capital Advisors bought 155 Microsoft shares in Q1 2026, an estimated $64.9K.
Microsoft made up 0.26% of Sippican Capital Advisors's portfolio in Q1 2026, its #85 holding.
Sippican Capital Advisors first reported a position in Microsoft in Q1 2020 and has held it in 21 quarters since.
Sippican Capital Advisors's Microsoft position peaked at $883K in Q4 2023.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.