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Viewpoint Capital Management’s Microsoft MSFT Stock Holding History

Viewpoint 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 		$5.02M Sell
13,569
-113
-0.8% -$47.3K 2.35% 10
2025
Q4 		$6.62M Buy
13,682
+1
+0% +$501 2.87% 9
2025
Q3 		$7.09M Buy
13,681
+10
+0.1% +$5.1K 3.12% 7
2025
Q2 		$6.8M Buy
13,671
+25
+0.2% +$10.9K 3.34% 6
2025
Q1 		$5.12M Sell
13,646
-3
-0% -$1.22K 2.76% 7
2024
Q4 		$5.75M Buy
13,649
+11
+0.1% +$4.68K 3.02% 8
2024
Q3 		$5.84M Buy
13,638
+2
+0% +$855 3.26% 7
2024
Q2 		$6.09M Buy
13,636
+194
+1% +$81.9K 3.73% 5
2024
Q1 		$5.66M Buy
13,442
+51
+0.4% +$20.6K 3.59% 6
2023
Q4 		$5.04M Buy
13,391
+22
+0.2% +$7.83K 3.52% 5
2023
Q3 		$4.22M Hold
13,369
– – 3.37% 6
2023
Q2 		$4.55M Buy
13,369
+544
+4% +$170K 3.52% 5
2023
Q1 		$3.7M Sell
12,825
-40
-0.3% -$10.2K 3.32% 6
2022
Q4 		$3.09M Sell
12,865
-420
-3% -$101K 2.98% 5
2022
Q3 		$3.09M Sell
13,285
-100
-0.7% -$26.4K 3.06% 5
2022
Q2 		$3.44M Sell
13,385
-110
-0.8% -$29.9K 3.22% 5
2022
Q1 		$4.16M Buy
13,495
+66
+0.5% +$19.9K 3.21% 5
2021
Q4 		$4.52M Buy
+13,429
New +$4.35M 3.27% 5

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

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

Viewpoint Capital Management reduced its Microsoft (MSFT) stake by 0.83% in Q1 2026, selling an estimated $47.3K and leaving 13,569 shares worth $5.02M. The position accounts for 2.35% of the portfolio, ranked #10.

Viewpoint Capital Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.09M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Viewpoint Capital Management held 13,569 shares of Microsoft worth $5.02M as of Q1 2026.
  • Viewpoint Capital Management sold 113 Microsoft shares in Q1 2026, an estimated $47.3K.
  • Microsoft made up 2.35% of Viewpoint Capital Management's portfolio in Q1 2026, its #10 holding.
  • Viewpoint Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Viewpoint Capital Management's Microsoft position peaked at $7.09M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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