Twin Lakes Capital Management’s Microsoft MSFT Stock Holding History

Twin Lakes 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	$3.09M	Buy	8,347 +2	+0%	+$837	1.41%	22
2025 Q4	$4.04M	Sell	8,345 -40	-0.5%	-$20K	1.79%	18
2025 Q3	$4.34M	Buy	8,385 +6	+0.1%	+$3.06K	2.01%	15
2025 Q2	$4.17M	Buy	8,379 +7	+0.1%	+$3.04K	2.53%	12
2025 Q1	$3.14M	Sell	8,372 -104	-1%	-$42.4K	2.12%	17
2024 Q4	$3.57M	Buy	8,476 +12	+0.1%	+$5.11K	2.29%	15
2024 Q3	$3.64M	Sell	8,464 -22	-0.3%	-$9.4K	2.35%	14
2024 Q2	$3.79M	Sell	8,486 -6	-0.1%	-$2.53K	2.59%	11
2024 Q1	$3.57M	Buy	8,492 +6	+0.1%	+$2.43K	2.41%	13
2023 Q4	$3.19M	Sell	8,486 -11	-0.1%	-$3.92K	2.18%	14
2023 Q3	$2.68M	Sell	8,497 -15	-0.2%	-$4.96K	1.98%	17
2023 Q2	$2.9M	Buy	8,512 +13	+0.2%	+$4.07K	2.06%	16
2023 Q1	$2.45M	Buy	8,499 +9	+0.1%	+$2.3K	1.83%	18
2022 Q4	$2.04M	Buy	8,490 +15	+0.2%	+$3.6K	1.57%	21
2022 Q3	$1.97M	Buy	8,475 +13	+0.2%	+$3.43K	1.59%	21
2022 Q2	$2.17M	Sell	8,462 -53	-0.6%	-$14.4K	1.57%	21
2022 Q1	$2.63M	Buy	8,515 +18	+0.2%	+$5.42K	1.48%	24
2021 Q4	$2.86M	Buy	8,497 +3	+0%	+$973	1.52%	23
2021 Q3	$2.4M	Buy	8,494 +1,287	+18%	+$374K	1.41%	26
2021 Q2	$1.95M	Sell	7,207 -51	-0.7%	-$13K	1.09%	27
2021 Q1	$1.71M	Buy	7,258 +202	+3%	+$46.9K	1.05%	27
2020 Q4	$1.57M	Buy	+7,056	New	+$1.52M	1.12%	28

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

Twin Lakes Capital Management's MSFT Position: Q1 2026 in Review

Twin Lakes Capital Management increased its Microsoft (MSFT) stake by 0.02% in Q1 2026, buying an estimated $837 and bringing the position to 8,347 shares worth $3.09M. The position accounts for 1.41% of the portfolio, ranked #22.

Twin Lakes Capital Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.34M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Twin Lakes Capital Management held 8,347 shares of Microsoft worth $3.09M as of Q1 2026.
Twin Lakes Capital Management bought 2 Microsoft shares in Q1 2026, an estimated $837.
Microsoft made up 1.41% of Twin Lakes Capital Management's portfolio in Q1 2026, its #22 holding.
Twin Lakes Capital Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
Twin Lakes Capital Management's Microsoft position peaked at $4.34M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.