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Winthrop Capital Management’s Microsoft MSFT Stock Holding History

Winthrop 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 		$5.06M Buy
13,667
+493
+4% +$206K 1.3% 27
2025
Q4 		$6.37M Sell
13,174
-553
-4% -$277K 1.48% 22
2025
Q3 		$7.11M Buy
13,727
+258
+2% +$132K 1.72% 19
2025
Q2 		$6.7M Sell
13,469
-12
-0.1% -$5.21K 1.69% 18
2025
Q1 		$5.06M Buy
13,481
+755
+6% +$308K 1.39% 22
2024
Q4 		$5.41M Buy
+12,726
New +$5.42M 1.44% 23
2024
Q1 		– Sell
-12,426
Closed -$4.67M – 239
2023
Q4 		$4.67M Buy
+12,426
New +$4.42M 1.53% 20

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

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

Winthrop Capital Management increased its Microsoft (MSFT) stake by 3.7% in Q1 2026, buying an estimated $206K and bringing the position to 13,667 shares worth $5.06M. The position accounts for 1.3% of the portfolio, ranked #27.

Winthrop Capital Management first reported a position in MSFT in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.11M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Winthrop Capital Management held 13,667 shares of Microsoft worth $5.06M as of Q1 2026.
  • Winthrop Capital Management bought 493 Microsoft shares in Q1 2026, an estimated $206K.
  • Microsoft made up 1.3% of Winthrop Capital Management's portfolio in Q1 2026, its #27 holding.
  • Winthrop Capital Management first reported a position in Microsoft in Q4 2023 and has held it in 7 quarters since.
  • Winthrop Capital Management's Microsoft position peaked at $7.11M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.