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Stone House Investment Management’s Microsoft MSFT Stock Holding History

Stone House Investment 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 		$711K Buy
1,920
+50
+3% +$20.9K 0.13% 32
2025
Q4 		$904K Buy
1,870
+21
+1% +$10.5K 0.14% 35
2025
Q3 		$958K Buy
1,849
+21
+1% +$10.7K 0.16% 36
2025
Q2 		$909K Buy
1,828
+211
+13% +$91.6K 0.17% 34
2025
Q1 		$607K Buy
1,617
+335
+26% +$137K 0.12% 42
2024
Q4 		$540K Sell
1,282
-211
-14% -$89.9K 0.14% 38
2024
Q3 		$643K Buy
1,493
+12
+0.8% +$5.13K 0.13% 35
2024
Q2 		$662K Buy
1,481
+8
+0.5% +$3.38K 0.17% 31
2024
Q1 		$620K Buy
1,473
+1,070
+266% +$433K 0.15% 36
2023
Q4 		$152K Sell
403
-242
-38% -$86.1K 0.05% 48
2023
Q3 		$204K Buy
645
+23
+4% +$7.6K 0.07% 38
2023
Q2 		$212K Buy
622
+33
+6% +$10.3K 0.08% 36
2023
Q1 		$170K Buy
+589
New +$150K 0.06% 43

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

Stone House Investment Management's MSFT Position: Q1 2026 in Review

Stone House Investment Management increased its Microsoft (MSFT) stake by 2.7% in Q1 2026, buying an estimated $20.9K and bringing the position to 1,920 shares worth $711K. The position accounts for 0.13% of the portfolio, ranked #32.

Stone House Investment Management first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $958K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stone House Investment Management held 1,920 shares of Microsoft worth $711K as of Q1 2026.
  • Stone House Investment Management bought 50 Microsoft shares in Q1 2026, an estimated $20.9K.
  • Microsoft made up 0.13% of Stone House Investment Management's portfolio in Q1 2026, its #32 holding.
  • Stone House Investment Management first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Stone House Investment Management's Microsoft position peaked at $958K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.