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TAGStone Capital’s Microsoft MSFT Stock Holding History

TAGStone Capital’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 		$1.89M Buy
5,096
+2,488
+95% +$1.04M 0.67% 35
2025
Q4 		$1.26M Buy
2,608
+260
+11% +$130K 0.47% 43
2025
Q3 		$1.22M Buy
2,348
+3
+0.1% +$1.53K 0.48% 43
2025
Q2 		$1.22M Buy
2,345
+202
+9% +$87.7K 0.51% 43
2025
Q1 		$804K Buy
2,143
+769
+56% +$314K 0.4% 49
2024
Q4 		$579K Buy
1,374
+71
+5% +$30.2K 0.29% 58
2024
Q3 		$561K Buy
1,303
+76
+6% +$32.5K 0.29% 55
2024
Q2 		$548K Buy
1,227
+146
+14% +$61.7K 0.31% 52
2024
Q1 		$455K Buy
1,081
+12
+1% +$4.86K 0.27% 61
2023
Q4 		$402K Sell
1,069
-24
-2% -$8.54K 0.26% 60
2023
Q3 		$345K Buy
1,093
+1
+0.1% +$330 0.25% 65
2023
Q2 		$372K Buy
1,092
+2
+0.2% +$627 0.27% 62
2023
Q1 		$314K Buy
1,090
+2
+0.2% +$510 0.24% 64
2022
Q4 		$261K Sell
1,088
-18
-2% -$4.32K 0.22% 64
2022
Q3 		$258K Buy
1,106
+1
+0.1% +$264 0.24% 64
2022
Q2 		$284K Buy
1,105
+262
+31% +$71.1K 0.27% 63
2022
Q1 		$260K Buy
843
+3
+0.4% +$903 0.22% 64
2021
Q4 		$283K Buy
+840
New +$272K 0.24% 63

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

TAGStone Capital's MSFT Position: Q1 2026 in Review

TAGStone Capital increased its Microsoft (MSFT) stake by 95% in Q1 2026, buying an estimated $1.04M and bringing the position to 5,096 shares worth $1.89M. The position accounts for 0.67% of the portfolio, ranked #35.

TAGStone Capital first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • TAGStone Capital held 5,096 shares of Microsoft worth $1.89M as of Q1 2026.
  • TAGStone Capital bought 2,488 Microsoft shares in Q1 2026, an estimated $1.04M.
  • Microsoft made up 0.67% of TAGStone Capital's portfolio in Q1 2026, its #35 holding.
  • TAGStone Capital first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.