SM
MSFT icon

Stephen Mandel’s Microsoft MSFT Stock Holding History

Stephen Mandel’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
2015
Q4 		– Sell
-775,600
Closed -$34.3M – 53
2015
Q3 		$34.3M Sell
775,600
-2,053,200
-73% -$92.2M 0.14% 50
2015
Q2 		$125M Hold
2,828,800
– – 0.47% 42
2015
Q1 		$115M Buy
+2,828,800
New +$123M 0.44% 46
2014
Q3 		– Sell
-1,400,000
Closed -$58.4M – 55
2014
Q2 		$58.4M Sell
1,400,000
-620,800
-31% -$25.1M 0.24% 50
2014
Q1 		$82.8M Buy
2,020,800
+370,800
+22% +$13.9M 0.36% 47
2013
Q4 		$61.7M Buy
+1,650,000
New +$59.9M 0.27% 52

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stephen Mandel's MSFT Position: Q1 2026 in Review

Stephen Mandel sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 1,234,125 shares — an estimated $597M sold.

Stephen Mandel first reported a position in MSFT in Q4 2013 and held it in 48 quarters. The position peaked at $1.84B in Q1 2021. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stephen Mandel reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Stephen Mandel sold 1,234,125 Microsoft shares in Q1 2026, an estimated $597M.
  • Stephen Mandel first reported a position in Microsoft in Q4 2013 and held it in 48 quarters.
  • Stephen Mandel's Microsoft position peaked at $1.84B in Q1 2021.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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