WCM Investment Management
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WCM Investment Management’s Microsoft MSFT Stock Holding History

WCM Investment 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 		$691M Sell
1,924,322
-18,644
-1% -$7.8M 1.58% 25
2025
Q4 		$947M Sell
1,942,966
-11,883
-0.6% -$5.95M 1.95% 20
2025
Q3 		$1.01B Sell
1,954,849
-33,664
-2% -$17.2M 2.09% 18
2025
Q2 		$986M Buy
1,988,513
+71,268
+4% +$30.9M 2.25% 17
2025
Q1 		$726M Buy
1,917,245
+8,525
+0.4% +$3.48M 1.87% 21
2024
Q4 		$811M Sell
1,908,720
-11,008
-0.6% -$4.69M 1.91% 21
2024
Q3 		$822M Sell
1,919,728
-19,171
-1% -$8.19M 1.86% 20
2024
Q2 		$878M Sell
1,938,899
-35,728
-2% -$15.1M 2.08% 20
2024
Q1 		$831M Buy
1,974,627
+12,688
+0.6% +$5.14M 1.97% 17
2023
Q4 		$736M Buy
1,961,939
+12,401
+0.6% +$4.41M 2.04% 16
2023
Q3 		$616M Buy
1,949,538
+30,609
+2% +$10.1M 1.81% 16
2023
Q2 		$654M Buy
1,918,929
+457,669
+31% +$143M 1.95% 14
2023
Q1 		$421M Sell
1,461,260
-54,153
-4% -$13.8M 1.35% 27
2022
Q4 		$363M Buy
1,515,413
+114,782
+8% +$27.5M 1.21% 25
2022
Q3 		$333M Buy
1,400,631
+139,119
+11% +$36.7M 1.19% 25
2022
Q2 		$328M Sell
1,261,512
-42,297
-3% -$11.5M 1.18% 27
2022
Q1 		$403M Buy
+1,303,809
New +$392M 1.12% 29

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

WCM Investment Management's MSFT Position: Q1 2026 in Review

WCM Investment Management reduced its Microsoft (MSFT) stake by 0.96% in Q1 2026, selling an estimated $7.8M and leaving 1,924,322 shares worth $691M. The position accounts for 1.58% of the portfolio, ranked #25.

WCM Investment Management first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.01B in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • WCM Investment Management held 1,924,322 shares of Microsoft worth $691M as of Q1 2026.
  • WCM Investment Management sold 18,644 Microsoft shares in Q1 2026, an estimated $7.8M.
  • Microsoft made up 1.58% of WCM Investment Management's portfolio in Q1 2026, its #25 holding.
  • WCM Investment Management first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • WCM Investment Management's Microsoft position peaked at $1.01B in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.