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Spectrum Strategic Capital Management’s Microsoft MSFT Stock Holding History

Spectrum Strategic 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 		$5.18M Buy
13,984
+1,265
+10% +$529K 2.79% 10
2025
Q4 		$6.15M Buy
12,719
+4,504
+55% +$2.26M 3.27% 10
2025
Q3 		$4.26M Sell
8,215
-146
-2% -$74.5K 2.18% 13
2025
Q2 		$4.16M Buy
8,361
+1,163
+16% +$505K 2.09% 12
2025
Q1 		$2.7M Buy
7,198
+120
+2% +$48.9K 1.69% 11
2024
Q4 		$2.98M Buy
7,078
+122
+2% +$52K 1.88% 10
2024
Q3 		$2.99M Buy
6,956
+209
+3% +$89.3K 2.03% 10
2024
Q2 		$3.02M Buy
6,747
+94
+1% +$39.7K 2.21% 9
2024
Q1 		$2.8M Buy
6,653
+3,534
+113% +$1.43M 2.13% 9
2023
Q4 		$1.17M Buy
+3,119
New +$1.11M 1.01% 18

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

Spectrum Strategic Capital Management's MSFT Position: Q1 2026 in Review

Spectrum Strategic Capital Management increased its Microsoft (MSFT) stake by 9.9% in Q1 2026, buying an estimated $529K and bringing the position to 13,984 shares worth $5.18M. The position accounts for 2.79% of the portfolio, ranked #10.

Spectrum Strategic Capital Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.15M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Spectrum Strategic Capital Management held 13,984 shares of Microsoft worth $5.18M as of Q1 2026.
  • Spectrum Strategic Capital Management bought 1,265 Microsoft shares in Q1 2026, an estimated $529K.
  • Microsoft made up 2.79% of Spectrum Strategic Capital Management's portfolio in Q1 2026, its #10 holding.
  • Spectrum Strategic Capital Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Spectrum Strategic Capital Management's Microsoft position peaked at $6.15M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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