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Verum Partners’s Microsoft MSFT Stock Holding History

Verum Partners’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 		$3.29M Buy
8,892
+736
+9% +$308K 0.63% 34
2025
Q4 		$3.94M Sell
8,156
-362
-4% -$181K 0.8% 28
2025
Q3 		$4.41M Sell
8,518
-170
-2% -$86.7K 0.94% 24
2025
Q2 		$4.32M Buy
8,688
+713
+9% +$310K 1% 24
2025
Q1 		$2.99M Sell
7,975
-162
-2% -$66K 0.81% 25
2024
Q4 		$3.43M Buy
8,137
+21
+0.3% +$8.95K 0.99% 22
2024
Q3 		$3.49M Buy
8,116
+3
+0% +$1.28K 1.02% 22
2024
Q2 		$3.63M Buy
8,113
+228
+3% +$96.3K 1.17% 20
2024
Q1 		$3.32M Buy
7,885
+224
+3% +$90.7K 1.18% 20
2023
Q4 		$2.88M Sell
7,661
-23
-0.3% -$8.19K 1.14% 24
2023
Q3 		$2.43M Buy
7,684
+2,234
+41% +$738K 1.08% 25
2023
Q2 		$1.86M Buy
5,450
+1,455
+36% +$456K 1.69% 17
2023
Q1 		$1.15M Buy
3,995
+930
+30% +$237K 1.23% 23
2022
Q4 		$735K Buy
+3,065
New +$736K 0.9% 31

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

Verum Partners's MSFT Position: Q1 2026 in Review

Verum Partners increased its Microsoft (MSFT) stake by 9% in Q1 2026, buying an estimated $308K and bringing the position to 8,892 shares worth $3.29M. The position accounts for 0.63% of the portfolio, ranked #34.

Verum Partners first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.41M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Verum Partners held 8,892 shares of Microsoft worth $3.29M as of Q1 2026.
  • Verum Partners bought 736 Microsoft shares in Q1 2026, an estimated $308K.
  • Microsoft made up 0.63% of Verum Partners's portfolio in Q1 2026, its #34 holding.
  • Verum Partners first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Verum Partners's Microsoft position peaked at $4.41M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.