Syntax Research’s Microsoft MSFT Stock Holding History

Syntax Research’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
2024 Q4	–	Hold	0	–	-$215K	–	191
2024 Q3	–	Hold	0	–	–	–	61

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

Syntax Research's MSFT Position: Q1 2026 in Review

Syntax Research increased its Microsoft (MSFT) stake by 58% in Q1 2026, buying an estimated $1.67M and bringing the position to 10,842 shares worth $4.01M. The position accounts for 2.55% of the portfolio, ranked #13.

Syntax Research first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Syntax Research held 10,842 shares of Microsoft worth $4.01M as of Q1 2026.
Syntax Research bought 3,984 Microsoft shares in Q1 2026, an estimated $1.67M.
Microsoft made up 2.55% of Syntax Research's portfolio in Q1 2026, its #13 holding.
Syntax Research first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.