Swan Global Investments’s Microsoft MSFT Stock Holding History

Swan Global 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	$834K	Buy	2,254 +473	+27%	+$198K	0.03%	42
2025 Q4	$861K	Buy	1,781 +181	+11%	+$90.7K	0.03%	42
2025 Q3	$829K	Sell	1,600 -88	-5%	-$44.9K	0.02%	40
2025 Q2	$840K	Buy	1,688 +297	+21%	+$129K	0.02%	38
2025 Q1	$522K	Buy	1,391 +505	+57%	+$206K	0.02%	39
2024 Q4	$373K	Buy	886 +398	+82%	+$170K	0.01%	45
2024 Q3	$210K	Sell	488 -13	-3%	-$5.56K	0.01%	43
2024 Q2	$223K	Buy	+501	New	+$212K	0.01%	40

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

Swan Global Investments's MSFT Position: Q1 2026 in Review

Swan Global Investments increased its Microsoft (MSFT) stake by 27% in Q1 2026, buying an estimated $198K and bringing the position to 2,254 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #42.

Swan Global Investments first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $861K in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Swan Global Investments held 2,254 shares of Microsoft worth $834K as of Q1 2026.
Swan Global Investments bought 473 Microsoft shares in Q1 2026, an estimated $198K.
Microsoft made up 0.03% of Swan Global Investments's portfolio in Q1 2026, its #42 holding.
Swan Global Investments first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
Swan Global Investments's Microsoft position peaked at $861K in Q4 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.