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Tidemark’s Microsoft MSFT Stock Holding History

Tidemark’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 		$1.39M Buy
3,747
+582
+18% +$244K 0.35% 43
2025
Q4 		$1.53M Buy
3,165
+172
+6% +$86.2K 0.44% 39
2025
Q3 		$1.55M Buy
2,993
+208
+7% +$106K 0.45% 37
2025
Q2 		$1.39M Buy
2,785
+104
+4% +$45.2K 0.45% 33
2025
Q1 		$1.01M Sell
2,681
-269
-9% -$110K 0.37% 41
2024
Q4 		$1.24M Buy
2,950
+871
+42% +$371K 0.48% 34
2024
Q3 		$895K Buy
2,079
+97
+5% +$41.5K 0.37% 42
2024
Q2 		$886K Buy
1,982
+868
+78% +$367K 0.41% 40
2024
Q1 		$469K Buy
1,114
+101
+10% +$40.9K 0.26% 75
2023
Q4 		$381K Buy
+1,013
New +$361K 0.24% 71

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

Tidemark's MSFT Position: Q1 2026 in Review

Tidemark increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $244K and bringing the position to 3,747 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #43.

Tidemark first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tidemark held 3,747 shares of Microsoft worth $1.39M as of Q1 2026.
  • Tidemark bought 582 Microsoft shares in Q1 2026, an estimated $244K.
  • Microsoft made up 0.35% of Tidemark's portfolio in Q1 2026, its #43 holding.
  • Tidemark first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's Microsoft position peaked at $1.55M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.