WIM Investment Management’s Microsoft MSFT Stock Holding History

WIM 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
2025 Q1	–	Sell	-99,241	Closed	-$41.8M	–	17
2024 Q4	$41.8M	Sell	99,241 -11,000	-10%	-$4.69M	14.37%	2
2024 Q3	$47.4M	Buy	+110,241	New	+$47.1M	19.95%	2

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WIM Investment Management's MSFT Position: Q1 2025 in Review

WIM Investment Management sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 99,241 shares — an estimated $41.8M sold.

WIM Investment Management first reported a position in MSFT in Q3 2024 and held it in 2 quarters. The position peaked at $47.4M in Q3 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

WIM Investment Management reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
WIM Investment Management sold 99,241 Microsoft shares in Q1 2025, an estimated $41.8M.
WIM Investment Management first reported a position in Microsoft in Q3 2024 and held it in 2 quarters.
WIM Investment Management's Microsoft position peaked at $47.4M in Q3 2024.
5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on WIM Investment Management's 13F filing for Q1 2025, filed 8 May 2025.