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Xponance’s Microsoft MSFT Stock Holding History

Xponance’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 		$763M Buy
2,061,291
+193,795
+10% +$81.1M 5.42% 3
2025
Q4 		$903M Buy
1,867,496
+37,204
+2% +$18.6M 6.78% 3
2025
Q3 		$948M Sell
1,830,292
-47,061
-3% -$24M 7.51% 2
2025
Q2 		$934M Buy
1,877,353
+80,222
+4% +$34.8M 7.8% 2
2025
Q1 		$675M Sell
1,797,131
-11,927
-0.7% -$4.86M 6.52% 2
2024
Q4 		$763M Buy
1,809,058
+43,454
+2% +$18.5M 6.96% 3
2024
Q3 		$760M Sell
1,765,604
-6,177
-0.3% -$2.64M 7.33% 2
2024
Q2 		$792M Buy
1,771,781
+3,703
+0.2% +$1.56M 8.1% 1
2024
Q1 		$744M Buy
1,768,078
+8,051
+0.5% +$3.26M 7.79% 1
2023
Q4 		$662M Buy
1,760,027
+16,350
+0.9% +$5.82M 7.93% 2
2023
Q3 		$551M Buy
1,743,677
+18,370
+1% +$6.07M 7.49% 2
2023
Q2 		$588M Buy
1,725,307
+19,481
+1% +$6.11M 7.82% 2
2023
Q1 		$492M Buy
1,705,826
+30,031
+2% +$7.66M 7.19% 2
2022
Q4 		$402M Buy
1,675,795
+164,619
+11% +$39.5M 6.51% 2
2022
Q3 		$352M Buy
1,511,176
+104,127
+7% +$27.5M 6.77% 2
2022
Q2 		$361M Sell
1,407,049
-54,812
-4% -$14.9M 7.26% 2
2022
Q1 		$451M Buy
1,461,861
+13,725
+0.9% +$4.13M 7.5% 2
2021
Q4 		$487M Buy
1,448,136
+106,559
+8% +$34.5M 7.64% 2
2021
Q3 		$378M Sell
1,341,577
-34,887
-3% -$10.2M 7.18% 2
2021
Q2 		$373M Buy
1,376,464
+18,982
+1% +$4.82M 6.85% 2
2021
Q1 		$320M Sell
1,357,482
-4,577
-0.3% -$1.06M 6.78% 2
2020
Q4 		$303M Buy
1,362,059
+10,817
+0.8% +$2.33M 6.6% 2
2020
Q3 		$284M Sell
1,351,242
-57,630
-4% -$12.1M 6.99% 2
2020
Q2 		$287M Buy
+1,408,872
New +$256M 7.4% 1

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

Xponance's MSFT Position: Q1 2026 in Review

Xponance increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $81.1M and bringing the position to 2,061,291 shares worth $763M. The position accounts for 5.42% of the portfolio, ranked #3.

Xponance first reported a position in MSFT in Q2 2020 and has held it in 24 quarters since. The position peaked at $948M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Xponance held 2,061,291 shares of Microsoft worth $763M as of Q1 2026.
  • Xponance bought 193,795 Microsoft shares in Q1 2026, an estimated $81.1M.
  • Microsoft made up 5.42% of Xponance's portfolio in Q1 2026, its #3 holding.
  • Xponance first reported a position in Microsoft in Q2 2020 and has held it in 24 quarters since.
  • Xponance's Microsoft position peaked at $948M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.