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Sutton Place Investors’s Microsoft MSFT Stock Holding History

Sutton Place Investors’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 		$2.93M Buy
7,925
+226
+3% +$94.6K 1.6% 13
2025
Q4 		$3.72M Buy
7,699
+434
+6% +$217K 2.04% 12
2025
Q3 		$3.76M Buy
7,265
+119
+2% +$60.7K 2.15% 11
2025
Q2 		$3.55M Buy
7,146
+477
+7% +$207K 2.14% 11
2025
Q1 		$2.5M Sell
6,669
-1,153
-15% -$470K 1.68% 13
2024
Q4 		$3.3M Buy
7,822
+368
+5% +$157K 1.91% 11
2024
Q3 		$3.21M Buy
7,454
+290
+4% +$124K 1.96% 10
2024
Q2 		$3.2M Sell
7,164
-6,246
-47% -$2.64M 2.13% 10
2024
Q1 		$5.64M Buy
13,410
+2,733
+26% +$1.11M 2.79% 6
2023
Q4 		$4.01M Buy
10,677
+7,585
+245% +$2.7M 2.91% 5
2023
Q3 		$976K Buy
3,092
+44
+1% +$14.5K 1.27% 24
2023
Q2 		$1.04M Buy
3,048
+160
+6% +$50.1K 1.44% 21
2023
Q1 		$832K Buy
2,888
+98
+4% +$25K 1.13% 29
2022
Q4 		$669K Buy
2,790
+105
+4% +$25.2K 0.95% 30
2022
Q3 		$625K Sell
2,685
-231
-8% -$61K 0.95% 32
2022
Q2 		$749K Sell
2,916
-71
-2% -$19.3K 1.09% 31
2022
Q1 		$819K Buy
2,987
+768
+35% +$231K 0.98% 31
2021
Q4 		$746K Buy
+2,219
New +$719K 0.86% 34

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

Sutton Place Investors's MSFT Position: Q1 2026 in Review

Sutton Place Investors increased its Microsoft (MSFT) stake by 2.9% in Q1 2026, buying an estimated $94.6K and bringing the position to 7,925 shares worth $2.93M. The position accounts for 1.6% of the portfolio, ranked #13.

Sutton Place Investors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.64M in Q1 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sutton Place Investors held 7,925 shares of Microsoft worth $2.93M as of Q1 2026.
  • Sutton Place Investors bought 226 Microsoft shares in Q1 2026, an estimated $94.6K.
  • Microsoft made up 1.6% of Sutton Place Investors's portfolio in Q1 2026, its #13 holding.
  • Sutton Place Investors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Sutton Place Investors's Microsoft position peaked at $5.64M in Q1 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.