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Sirios Capital Management’s Microsoft MSFT Stock Holding History

Sirios 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 		$8.29M Sell
22,397
-39,548
-64% -$16.5M 1.01% 35
2025
Q4 		$30M Buy
61,945
+33,689
+119% +$16.9M 3.73% 6
2025
Q3 		$14.6M Buy
28,256
+8,413
+42% +$4.29M 1.91% 17
2025
Q2 		$9.87M Sell
19,843
-79
-0.4% -$34.3K 1.43% 23
2025
Q1 		$7.48M Sell
19,922
-17,721
-47% -$7.22M 1.34% 26
2024
Q4 		$15.9M Sell
37,643
-451
-1% -$192K 2.85% 13
2024
Q3 		$16.4M Sell
38,094
-4,426
-10% -$1.89M 2.9% 10
2024
Q2 		$19M Sell
42,520
-562
-1% -$237K 3.31% 10
2024
Q1 		$18.1M Sell
43,082
-7,821
-15% -$3.17M 3.42% 9
2023
Q4 		$19.1M Sell
50,903
-10,347
-17% -$3.68M 3.9% 7
2023
Q3 		$19.3M Buy
61,250
+2,729
+5% +$902K 3.66% 6
2023
Q2 		$19.9M Buy
58,521
+8,710
+17% +$2.73M 3.44% 8
2023
Q1 		$14.4M Buy
49,811
+10,365
+26% +$2.64M 2.53% 13
2022
Q4 		$9.46M Buy
39,446
+7,991
+25% +$1.92M 1.74% 21
2022
Q3 		$7.33M Sell
31,455
-29,389
-48% -$7.76M 1.36% 25
2022
Q2 		$15.6M Sell
60,844
-1,698
-3% -$461K 2.82% 15
2022
Q1 		$19.3M Buy
62,542
+3,171
+5% +$954K 2.57% 15
2021
Q4 		$20M Sell
59,371
-4,887
-8% -$1.58M 2.29% 16
2021
Q3 		$18.1M Sell
64,258
-4,402
-6% -$1.28M 1.9% 20
2021
Q2 		$18.6M Sell
68,660
-44,170
-39% -$11.2M 1.62% 25
2021
Q1 		$26.6M Buy
112,830
+38,612
+52% +$8.96M 2.24% 15
2020
Q4 		$16.5M Buy
74,218
+7,964
+12% +$1.71M 1.29% 33
2020
Q3 		$13.9M Sell
66,254
-50,209
-43% -$10.5M 1.14% 35
2020
Q2 		$23.7M Sell
116,463
-62,862
-35% -$11.4M 1.93% 17
2020
Q1 		$28.3M Buy
+179,325
New +$29.5M 2.5% 16

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

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

Sirios Capital Management reduced its Microsoft (MSFT) stake by 64% in Q1 2026, selling an estimated $16.5M and leaving 22,397 shares worth $8.29M. The position accounts for 1.01% of the portfolio, ranked #35.

Sirios Capital Management first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $30M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sirios Capital Management held 22,397 shares of Microsoft worth $8.29M as of Q1 2026.
  • Sirios Capital Management sold 39,548 Microsoft shares in Q1 2026, an estimated $16.5M.
  • Microsoft made up 1.01% of Sirios Capital Management's portfolio in Q1 2026, its #35 holding.
  • Sirios Capital Management first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Sirios Capital Management's Microsoft position peaked at $30M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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