Verde Capital Management’s Microsoft MSFT Stock Holding History

Verde 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	$3.05M	Buy	8,249 +805	+11%	+$337K	0.65%	30
2025 Q4	$3.6M	Buy	7,444 +835	+13%	+$418K	0.77%	25
2025 Q3	$3.42M	Buy	6,609 +2,222	+51%	+$1.13M	0.76%	28
2025 Q2	$2.18M	Buy	4,387 +253	+6%	+$110K	0.54%	34
2025 Q1	$1.55M	Buy	4,134 +429	+12%	+$175K	0.44%	39
2024 Q4	$1.56M	Buy	3,705 +1,241	+50%	+$529K	0.44%	37
2024 Q3	$1.06M	Buy	2,464 +1,527	+163%	+$653K	0.32%	40
2024 Q2	$419K	Buy	937 +247	+36%	+$104K	0.13%	40
2024 Q1	$290K	Buy	+690	New	+$279K	0.1%	37

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

Verde Capital Management's MSFT Position: Q1 2026 in Review

Verde Capital Management increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $337K and bringing the position to 8,249 shares worth $3.05M. The position accounts for 0.65% of the portfolio, ranked #30.

Verde Capital Management first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.6M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Verde Capital Management held 8,249 shares of Microsoft worth $3.05M as of Q1 2026.
Verde Capital Management bought 805 Microsoft shares in Q1 2026, an estimated $337K.
Microsoft made up 0.65% of Verde Capital Management's portfolio in Q1 2026, its #30 holding.
Verde Capital Management first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Verde Capital Management's Microsoft position peaked at $3.6M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Verde Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.