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Smartleaf Asset Management’s Microsoft MSFT Stock Holding History

Smartleaf Asset 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 		$41.2M Buy
114,791
+23
+0% +$9.62K 1.49% 11
2025
Q4 		$55.9M Buy
114,768
+17,131
+18% +$8.58M 2.12% 7
2025
Q3 		$50.2M Buy
97,637
+27,421
+39% +$14M 3.11% 2
2025
Q2 		$34.8M Sell
70,216
-8,597
-11% -$3.73M 3.07% 2
2025
Q1 		$29.9M Buy
78,813
+1,203
+2% +$490K 2.88% 2
2024
Q4 		$33M Buy
77,610
+14,426
+23% +$6.14M 3.36% 2
2024
Q3 		$27M Buy
63,184
+18,608
+42% +$7.95M 3.28% 2
2024
Q2 		$20.2M Buy
44,576
+9,196
+26% +$3.88M 3.31% 3
2024
Q1 		$14.9M Buy
35,380
+10,932
+45% +$4.43M 2.88% 2
2023
Q4 		$9.08M Buy
+24,448
New +$8.7M 2.43% 3

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

Smartleaf Asset Management's MSFT Position: Q1 2026 in Review

Smartleaf Asset Management increased its Microsoft (MSFT) stake by 0.02% in Q1 2026, buying an estimated $9.62K and bringing the position to 114,791 shares worth $41.2M. The position accounts for 1.49% of the portfolio, ranked #11.

Smartleaf Asset Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $55.9M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Smartleaf Asset Management held 114,791 shares of Microsoft worth $41.2M as of Q1 2026.
  • Smartleaf Asset Management bought 23 Microsoft shares in Q1 2026, an estimated $9.62K.
  • Microsoft made up 1.49% of Smartleaf Asset Management's portfolio in Q1 2026, its #11 holding.
  • Smartleaf Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Microsoft position peaked at $55.9M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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