Spirepoint Private Client’s Microsoft MSFT Stock Holding History

Spirepoint Private Client’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	$30.5M	Buy	82,374 +3,012	+4%	+$1.26M	2.9%	5
2025 Q4	$38.4M	Buy	79,362 +5,242	+7%	+$2.63M	3.67%	4
2025 Q3	$38.4M	Sell	74,120 -10	-0%	-$5.1K	4.04%	3
2025 Q2	$36.9M	Buy	74,130 +479	+0.7%	+$208K	4.16%	2
2025 Q1	$27.6M	Buy	73,651 +702	+1%	+$286K	3.61%	3
2024 Q4	$30.7M	Buy	72,949 +7,266	+11%	+$3.09M	3.85%	3
2024 Q3	$28.3M	Buy	65,683 +662	+1%	+$283K	3.74%	3
2024 Q2	$29.1M	Buy	65,021 +546	+0.8%	+$231K	4.12%	2
2024 Q1	$27.1M	Buy	+64,475	New	+$26.1M	4.13%	2

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

Spirepoint Private Client's MSFT Position: Q1 2026 in Review

Spirepoint Private Client increased its Microsoft (MSFT) stake by 3.8% in Q1 2026, buying an estimated $1.26M and bringing the position to 82,374 shares worth $30.5M. The position accounts for 2.9% of the portfolio, ranked #5.

Spirepoint Private Client first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $38.4M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Spirepoint Private Client held 82,374 shares of Microsoft worth $30.5M as of Q1 2026.
Spirepoint Private Client bought 3,012 Microsoft shares in Q1 2026, an estimated $1.26M.
Microsoft made up 2.9% of Spirepoint Private Client's portfolio in Q1 2026, its #5 holding.
Spirepoint Private Client first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's Microsoft position peaked at $38.4M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.