VIM
MSFT icon

Vancity Investment Management’s Microsoft MSFT Stock Holding History

Vancity 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 		$56.6M Sell
152,873
-9,329
-6% -$3.9M 8.99% 1
2025
Q4 		$78.4M Sell
162,202
-7,674
-5% -$3.85M 10.67% 1
2025
Q3 		$88M Sell
169,876
-15,536
-8% -$7.93M 11.7% 1
2025
Q2 		$92.2M Sell
185,412
-3,102
-2% -$1.35M 11.65% 1
2025
Q1 		$70.8M Buy
+188,514
New +$76.9M 9.7% 1
2024
Q3 		$78.6M Sell
182,630
-175,761
-49% -$75.1M 9.42% 1
2024
Q2 		$140M Buy
358,391
+188,937
+111% +$79.8M 8.84% 1
2024
Q1 		$71.3M Buy
169,454
+35,950
+27% +$14.6M 8.5% 1
2023
Q4 		$50.2M Sell
133,504
-54,290
-29% -$19.3M 7.35% 1
2023
Q3 		$59.3M Hold
187,794
– – 7.69% 1
2023
Q2 		$64M Hold
187,794
– – 8.23% 1
2023
Q1 		$54.1M Buy
187,794
+749
+0.4% +$191K 7.59% 1
2022
Q4 		$44.9M Buy
187,045
+2,842
+2% +$682K 6.72% 1
2022
Q3 		$42.9M Sell
184,203
-7,638
-4% -$2.02M 6.82% 1
2022
Q2 		$49.3M Buy
191,841
+4,884
+3% +$1.33M 7.02% 1
2022
Q1 		$57.6M Buy
186,957
+4,374
+2% +$1.32M 6.82% 2
2021
Q4 		$61.4M Buy
182,583
+2,418
+1% +$784K 7.05% 2
2021
Q3 		$50.8M Buy
180,165
+6,731
+4% +$1.96M 6.49% 2
2021
Q2 		$47M Buy
173,434
+31,396
+22% +$7.98M 6.56% 2
2021
Q1 		$33.5M Buy
142,038
+506
+0.4% +$117K 6.17% 2
2020
Q4 		$31.5M Buy
+141,532
New +$30.4M 6.28% 2

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

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

Vancity Investment Management reduced its Microsoft (MSFT) stake by 5.8% in Q1 2026, selling an estimated $3.9M and leaving 152,873 shares worth $56.6M. The position accounts for 8.99% of the portfolio, ranked #1.

Vancity Investment Management first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $140M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Vancity Investment Management held 152,873 shares of Microsoft worth $56.6M as of Q1 2026.
  • Vancity Investment Management sold 9,329 Microsoft shares in Q1 2026, an estimated $3.9M.
  • Microsoft made up 8.99% of Vancity Investment Management's portfolio in Q1 2026, its #1 holding.
  • Vancity Investment Management first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • Vancity Investment Management's Microsoft position peaked at $140M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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