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Vanguard Personalized Indexing Management’s Microsoft MSFT Stock Holding History

Vanguard Personalized Indexing 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 		$408M Sell
1,101,572
-36,697
-3% -$15.4M 4% 3
2025
Q4 		$550M Buy
1,138,269
+17,244
+2% +$8.64M 5.37% 3
2025
Q3 		$581M Buy
1,121,025
+26,328
+2% +$13.4M 5.95% 2
2025
Q2 		$545M Buy
1,094,697
+209,635
+24% +$91M 6.15% 2
2025
Q1 		$332M Buy
885,062
+9,183
+1% +$3.74M 4.9% 2
2024
Q4 		$369M Buy
875,879
+42,363
+5% +$18M 5.58% 3
2024
Q3 		$359M Buy
833,516
+60,411
+8% +$25.8M 5.78% 2
2024
Q2 		$343M Buy
773,105
+75,914
+11% +$32.1M 6.54% 1
2024
Q1 		$293M Buy
697,191
+61,314
+10% +$24.8M 6.3% 1
2023
Q4 		$239M Buy
635,877
+34,194
+6% +$12.2M 6.14% 2
2023
Q3 		$190M Buy
601,683
+48,542
+9% +$16M 5.68% 2
2023
Q2 		$188M Buy
553,141
+47,658
+9% +$14.9M 5.77% 2
2023
Q1 		$146M Buy
505,483
+21,402
+4% +$5.46M 5.06% 2
2022
Q4 		$116M Buy
484,081
+44,204
+10% +$10.6M 4.79% 2
2022
Q3 		$102M Buy
439,877
+15,986
+4% +$4.22M 4.63% 2
2022
Q2 		$109M Buy
423,891
+102,964
+32% +$27.9M 5.04% 2
2022
Q1 		$98.9M Buy
320,927
+74,752
+30% +$22.5M 4.79% 2
2021
Q4 		$82.8M Buy
246,175
+73,451
+43% +$23.8M 4.88% 2
2021
Q3 		$48.7M Buy
172,724
+27,878
+19% +$8.11M 4.38% 2
2021
Q2 		$39.2M Buy
144,846
+26,756
+23% +$6.8M 4.11% 2
2021
Q1 		$27.8M Buy
118,090
+35,891
+44% +$8.33M 4.21% 2
2020
Q4 		$18.3M Buy
82,199
+4,736
+6% +$1.02M 3.98% 2
2020
Q3 		$16.3M Buy
77,463
+15,979
+26% +$3.36M 4.57% 2
2020
Q2 		$12.5M Buy
61,484
+13,534
+28% +$2.46M 5.68% 1
2020
Q1 		$7.56M Buy
+47,950
New +$7.89M 4.41% 1

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

Vanguard Personalized Indexing Management's MSFT Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Microsoft (MSFT) stake by 3.2% in Q1 2026, selling an estimated $15.4M and leaving 1,101,572 shares worth $408M. The position accounts for 4% of the portfolio, ranked #3.

Vanguard Personalized Indexing Management first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $581M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Vanguard Personalized Indexing Management held 1,101,572 shares of Microsoft worth $408M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 36,697 Microsoft shares in Q1 2026, an estimated $15.4M.
  • Microsoft made up 4% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #3 holding.
  • Vanguard Personalized Indexing Management first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's Microsoft position peaked at $581M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.