Tevis Investment Management’s Microsoft MSFT Stock Holding History

Tevis Investment 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	$5.5M	Buy	14,853 +4,374	+42%	+$1.83M	3.13%	6
2025 Q4	$5.43M	Hold	10,479	–	–	3.27%	6
2025 Q3	$5.43M	Buy	10,479 +82	+0.8%	+$41.8K	3.27%	6
2025 Q2	$5.17M	Buy	10,397 +2,566	+33%	+$1.11M	3.31%	5
2025 Q1	$3.3M	Hold	7,831	–	–	2.45%	8
2024 Q4	$3.3M	Buy	7,831 +72	+0.9%	+$30.7K	2.45%	8
2024 Q3	$3.34M	Buy	7,759 +593	+8%	+$253K	2.47%	9
2024 Q2	$3.2M	Buy	7,166 +241	+3%	+$102K	2.57%	9
2024 Q1	$2.91M	Buy	6,925 +151	+2%	+$61.1K	2.48%	10
2023 Q4	$2.55M	Buy	6,774 +674	+11%	+$240K	2.35%	10
2023 Q3	$1.93M	Buy	6,100 +43	+0.7%	+$14.2K	1.95%	16
2023 Q2	$2.06M	Buy	6,057 +48	+0.8%	+$15K	2.01%	13
2023 Q1	$1.73M	Sell	6,009 -216	-3%	-$55.1K	1.76%	16
2022 Q4	$1.49M	Buy	6,225 +775	+14%	+$186K	1.59%	19
2022 Q3	$1.27M	Buy	5,450 +166	+3%	+$43.8K	1.24%	24
2022 Q2	$1.36M	Buy	5,284 +704	+15%	+$191K	1.3%	22
2022 Q1	$1.41M	Buy	4,580 +126	+3%	+$37.9K	1.27%	21
2021 Q4	$1.5M	Buy	+4,454	New	+$1.44M	1.3%	13

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

Tevis Investment Management's MSFT Position: Q1 2026 in Review

Tevis Investment Management increased its Microsoft (MSFT) stake by 42% in Q1 2026, buying an estimated $1.83M and bringing the position to 14,853 shares worth $5.5M. The position accounts for 3.13% of the portfolio, ranked #6.

Tevis Investment Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Tevis Investment Management held 14,853 shares of Microsoft worth $5.5M as of Q1 2026.
Tevis Investment Management bought 4,374 Microsoft shares in Q1 2026, an estimated $1.83M.
Microsoft made up 3.13% of Tevis Investment Management's portfolio in Q1 2026, its #6 holding.
Tevis Investment Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.