TFO
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Tarbox Family Office’s Microsoft MSFT Stock Holding History

Tarbox Family Office’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 		$2.23M Sell
6,035
-2,600
-30% -$1.09M 0.36% 25
2025
Q4 		$4.18M Sell
8,635
-478
-5% -$240K 0.67% 19
2025
Q3 		$4.72M Sell
9,113
-8
-0.1% -$4.08K 0.69% 19
2025
Q2 		$4.54M Buy
9,121
+12
+0.1% +$5.21K 0.68% 20
2025
Q1 		$3.42M Sell
9,109
-38
-0.4% -$15.5K 0.57% 21
2024
Q4 		$3.86M Sell
9,147
-36
-0.4% -$15.3K 0.64% 20
2024
Q3 		$3.95M Buy
9,183
+395
+4% +$169K 0.65% 20
2024
Q2 		$3.93M Hold
8,788
– – 0.69% 19
2024
Q1 		$3.7M Buy
8,788
+526
+6% +$213K 0.65% 19
2023
Q4 		$3.11M Sell
8,262
-640
-7% -$228K 0.6% 20
2023
Q3 		$2.81M Buy
8,902
+87
+1% +$28.7K 0.58% 22
2023
Q2 		$3M Sell
8,815
-176
-2% -$55.2K 0.58% 20
2023
Q1 		$2.59M Sell
8,991
-8
-0.1% -$2.04K 0.52% 22
2022
Q4 		$2.16M Buy
8,999
+536
+6% +$129K 0.47% 25
2022
Q3 		$2.17M Sell
8,463
-640
-7% -$169K 0.52% 21
2022
Q2 		$2.34M Buy
9,103
+533
+6% +$145K 0.53% 20
2022
Q1 		$2.64M Sell
8,570
-1,611
-16% -$485K 0.54% 21
2021
Q4 		$3.42M Buy
10,181
+26
+0.3% +$8.43K 0.59% 17
2021
Q3 		$2.86M Sell
10,155
-473
-4% -$138K 0.52% 20
2021
Q2 		$2.88M Buy
10,628
+1,059
+11% +$269K 0.51% 20
2021
Q1 		$2.26M Buy
9,569
+390
+4% +$90.5K 0.44% 23
2020
Q4 		$2.04M Buy
9,179
+55
+0.6% +$11.8K 0.43% 23
2020
Q3 		$1.92M Sell
9,124
-524
-5% -$110K 0.47% 23
2020
Q2 		$1.96M Buy
9,648
+623
+7% +$113K 0.51% 22
2020
Q1 		$1.42M Buy
9,025
+418
+5% +$68.7K 0.46% 24
2019
Q4 		$1.36M Buy
8,607
+757
+10% +$111K 0.37% 23
2019
Q3 		$1.09M Hold
7,850
– – 0.33% 23
2019
Q2 		$1.05M Sell
7,850
-201
-2% -$25.5K 0.33% 26
2019
Q1 		$950K Buy
8,051
+28
+0.3% +$3.06K 0.35% 25
2018
Q4 		$815K Sell
8,023
-128
-2% -$13.7K 0.34% 24
2018
Q3 		$932K Buy
8,151
+642
+9% +$69.6K 0.34% 24
2018
Q2 		$740K Sell
7,509
-29
-0.4% -$2.81K 0.29% 26
2018
Q1 		$688K Buy
7,538
+217
+3% +$19.8K 0.27% 29
2017
Q4 		$626K Buy
7,321
+749
+11% +$61.4K 0.25% 34
2017
Q3 		$490K Buy
6,572
+1,491
+29% +$109K 0.21% 36
2017
Q2 		$350K Hold
5,081
– – 0.17% 41
2017
Q1 		$335K Buy
5,081
+2,322
+84% +$149K 0.17% 38
2016
Q4 		$171K Buy
2,759
+6
+0.2% +$361 0.1% 58
2016
Q3 		$159K Sell
2,753
-880
-24% -$49.7K 0.1% 60
2016
Q2 		$186K Sell
3,633
-18
-0.5% -$935 0.13% 52
2016
Q1 		$202K Sell
3,651
-1,660
-31% -$87K 0.15% 53
2015
Q4 		$295K Sell
5,311
-719
-12% -$37.8K 0.24% 35
2015
Q3 		$267K Buy
6,030
+2,498
+71% +$112K 0.24% 37
2015
Q2 		$156K Sell
3,532
-530
-13% -$24.2K 0.14% 54
2015
Q1 		$165K Sell
4,062
-53
-1% -$2.31K 0.15% 54
2014
Q4 		$191K Buy
4,115
+38
+0.9% +$1.78K 0.18% 52
2014
Q3 		$189K Buy
4,077
+211
+5% +$9.41K 0.17% 54
2014
Q2 		$161K Hold
3,866
– – 0.14% 59
2014
Q1 		$159K Sell
3,866
-640
-14% -$24K 0.14% 58
2013
Q4 		$169K Buy
+4,506
New +$164K 0.14% 64

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

Tarbox Family Office's MSFT Position: Q1 2026 in Review

Tarbox Family Office reduced its Microsoft (MSFT) stake by 30% in Q1 2026, selling an estimated $1.09M and leaving 6,035 shares worth $2.23M. The position accounts for 0.36% of the portfolio, ranked #25.

Tarbox Family Office first reported a position in MSFT in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.72M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tarbox Family Office held 6,035 shares of Microsoft worth $2.23M as of Q1 2026.
  • Tarbox Family Office sold 2,600 Microsoft shares in Q1 2026, an estimated $1.09M.
  • Microsoft made up 0.36% of Tarbox Family Office's portfolio in Q1 2026, its #25 holding.
  • Tarbox Family Office first reported a position in Microsoft in Q4 2013 and has held it in 50 quarters since.
  • Tarbox Family Office's Microsoft position peaked at $4.72M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.