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von Borstel & Associates’s Microsoft MSFT Stock Holding History

von Borstel & Associates’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 		$321K Buy
868
+156
+22% +$65.3K 0.07% 30
2025
Q4 		$344K Sell
712
-48,255
-99% -$24.2M 0.08% 31
2025
Q3 		$24.8M Buy
48,967
+48,255
+6,777% +$24.6M 3.8% 6
2025
Q2 		$381K Buy
712
+135
+23% +$58.6K 0.1% 28
2025
Q1 		$216K Sell
577
-135
-19% -$55K 0.06% 33
2024
Q4 		$300K Buy
712
+54
+8% +$23K 0.12% 32
2024
Q3 		$283K Buy
+658
New +$281K 0.16% 27

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

von Borstel & Associates's MSFT Position: Q1 2026 in Review

von Borstel & Associates increased its Microsoft (MSFT) stake by 22% in Q1 2026, buying an estimated $65.3K and bringing the position to 868 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #30.

von Borstel & Associates first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.8M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • von Borstel & Associates held 868 shares of Microsoft worth $321K as of Q1 2026.
  • von Borstel & Associates bought 156 Microsoft shares in Q1 2026, an estimated $65.3K.
  • Microsoft made up 0.07% of von Borstel & Associates's portfolio in Q1 2026, its #30 holding.
  • von Borstel & Associates first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • von Borstel & Associates's Microsoft position peaked at $24.8M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.