Standard Investments’s Microsoft MSFT Stock Holding History

Standard Investments’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	$230M	Buy	620,000 +216,000	+53%	+$90.4M	12.55%	3
2025 Q4	$195M	Hold	404,000	–	–	9.76%	5
2025 Q3	$209M	Hold	404,000	–	–	10.32%	5
2025 Q2	$201M	Hold	404,000	–	–	8.61%	5
2025 Q1	$152M	Buy	404,000 +157,000	+64%	+$64M	8.85%	7
2024 Q4	$104M	Buy	+247,000	New	+$105M	5.62%	8
2023 Q2	–	Sell	-564,000	Closed	-$163M	–	28
2023 Q1	$163M	Buy	564,000 +134,800	+31%	+$34.4M	7.88%	6
2022 Q4	$103M	Buy	429,200 +174,200	+68%	+$41.8M	5.37%	9
2022 Q3	$59.4M	Buy	+255,000	New	+$67.3M	2.72%	12
2022 Q1	–	Sell	-855,000	Closed	-$288M	–	39
2021 Q4	$288M	Sell	855,000 -700,000	-45%	-$227M	7.32%	6
2021 Q3	$438M	Hold	1,555,000	–	–	13.51%	1
2021 Q2	$421M	Hold	1,555,000	–	–	9.75%	4
2021 Q1	$367M	Buy	+1,555,000	New	+$361M	10.13%	4

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

Standard Investments's MSFT Position: Q1 2026 in Review

Standard Investments increased its Microsoft (MSFT) stake by 53% in Q1 2026, buying an estimated $90.4M and bringing the position to 620,000 shares worth $230M. The position accounts for 12.55% of the portfolio, ranked #3.

Standard Investments first reported a position in MSFT in Q1 2021 and has held it in 13 quarters since. The position peaked at $438M in Q3 2021. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Standard Investments held 620,000 shares of Microsoft worth $230M as of Q1 2026.
Standard Investments bought 216,000 Microsoft shares in Q1 2026, an estimated $90.4M.
Microsoft made up 12.55% of Standard Investments's portfolio in Q1 2026, its #3 holding.
Standard Investments first reported a position in Microsoft in Q1 2021 and has held it in 13 quarters since.
Standard Investments's Microsoft position peaked at $438M in Q3 2021.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Standard Investments's 13F filing for Q1 2026, filed 15 May 2026.