TwinBeech Capital’s Microsoft MSFT Stock Holding History

TwinBeech Capital’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	$2.69M	Sell	7,260 -11,315	-61%	-$4.73M	0.28%	114
2025 Q4	$8.98M	Buy	+18,575	New	+$9.31M	0.64%	40
2025 Q1	–	Sell	-60,603	Closed	-$25.5M	–	868
2024 Q4	$25.5M	Buy	60,603 +19,486	+47%	+$8.3M	0.44%	76
2024 Q3	$17.7M	Buy	41,117 +28,293	+221%	+$12.1M	0.34%	85
2024 Q2	$5.73M	Buy	12,824 +12,284	+2,275%	+$5.19M	0.11%	206
2024 Q1	$227K	Sell	540 -40,019	-99%	-$16.2M	﹤0.01%	496
2023 Q4	$15.3M	Buy	40,559 +21,851	+117%	+$7.78M	0.25%	118
2023 Q3	$5.91M	Buy	+18,708	New	+$6.18M	0.11%	234
2023 Q1	–	Sell	-17,574	Closed	-$4.21M	–	794
2022 Q4	$4.21M	Sell	17,574 -9,264	-35%	-$2.22M	0.08%	291
2022 Q3	$6.25M	Buy	+26,838	New	+$7.09M	0.16%	159
2022 Q2	–	Sell	-11,970	Closed	-$3.69M	–	647
2022 Q1	$3.69M	Sell	11,970 -5,850	-33%	-$1.76M	0.16%	170
2021 Q4	$5.99M	Buy	17,820 +16,594	+1,354%	+$5.38M	0.34%	88
2021 Q3	$346K	Buy	+1,226	New	+$357K	0.02%	483
2021 Q1	–	Sell	-10,130	Closed	-$2.25M	–	587
2020 Q4	$2.25M	Buy	+10,130	New	+$2.18M	0.37%	88

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

TwinBeech Capital's MSFT Position: Q1 2026 in Review

TwinBeech Capital reduced its Microsoft (MSFT) stake by 61% in Q1 2026, selling an estimated $4.73M and leaving 7,260 shares worth $2.69M. The position accounts for 0.28% of the portfolio, ranked #114.

TwinBeech Capital first reported a position in MSFT in Q4 2020 and has held it in 14 quarters since. The position peaked at $25.5M in Q4 2024. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

TwinBeech Capital held 7,260 shares of Microsoft worth $2.69M as of Q1 2026.
TwinBeech Capital sold 11,315 Microsoft shares in Q1 2026, an estimated $4.73M.
Microsoft made up 0.28% of TwinBeech Capital's portfolio in Q1 2026, its #114 holding.
TwinBeech Capital first reported a position in Microsoft in Q4 2020 and has held it in 14 quarters since.
TwinBeech Capital's Microsoft position peaked at $25.5M in Q4 2024.
6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.