UM
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Ulysses Management’s Microsoft MSFT Stock Holding History

Ulysses 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
2016
Q2 		– Sell
-310,500
Closed -$17.1M – 51
2016
Q1 		$17.1M Buy
+310,500
New +$16.3M 1.85% 14
2013
Q4 		– Sell
-140,000
Closed -$4.66M – 54
2013
Q3 		$4.66M Buy
+140,000
New +$4.61M 0.6% 21

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

Ulysses Management's MSFT Position: Q1 2026 in Review

Ulysses Management reduced its Microsoft (MSFT) stake by 1.7% in Q1 2026, selling an estimated $1.01M and leaving 141,367 shares worth $52.3M. The position accounts for 6.52% of the portfolio, ranked #3.

Ulysses Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $79.1M in Q4 2023. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ulysses Management held 141,367 shares of Microsoft worth $52.3M as of Q1 2026.
  • Ulysses Management sold 2,407 Microsoft shares in Q1 2026, an estimated $1.01M.
  • Microsoft made up 6.52% of Ulysses Management's portfolio in Q1 2026, its #3 holding.
  • Ulysses Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Ulysses Management's Microsoft position peaked at $79.1M in Q4 2023.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ulysses Management's 13F filing for Q1 2026, filed 15 May 2026.