THCM
MSFT icon

Taylor Hoffman Capital Management’s Microsoft MSFT Stock Holding History

Taylor Hoffman Capital Management’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 		$4.17M Sell
11,255
-279
-2% -$117K 1.28% 28
2025
Q4 		$5.58M Sell
11,534
-36
-0.3% -$18K 1.69% 20
2025
Q3 		$5.99M Sell
11,570
-5
-0% -$2.55K 1.89% 15
2025
Q2 		$5.76M Sell
11,575
-411
-3% -$178K 1.97% 18
2025
Q1 		$4.58M Buy
11,986
+1,020
+9% +$416K 1.7% 23
2024
Q4 		$4.62M Hold
10,966
– – 1.68% 22
2024
Q3 		$4.46M Buy
+10,966
New +$4.69M 1.71% 22

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

Taylor Hoffman Capital Management's MSFT Position: Q1 2026 in Review

Taylor Hoffman Capital Management reduced its Microsoft (MSFT) stake by 2.4% in Q1 2026, selling an estimated $117K and leaving 11,255 shares worth $4.17M. The position accounts for 1.28% of the portfolio, ranked #28.

Taylor Hoffman Capital Management first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.99M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Taylor Hoffman Capital Management held 11,255 shares of Microsoft worth $4.17M as of Q1 2026.
  • Taylor Hoffman Capital Management sold 279 Microsoft shares in Q1 2026, an estimated $117K.
  • Microsoft made up 1.28% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #28 holding.
  • Taylor Hoffman Capital Management first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Taylor Hoffman Capital Management's Microsoft position peaked at $5.99M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.