Zimmer Partners’s Microsoft MSFT Stock Holding History

Zimmer Partners’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	$7.96M	Buy	21,500 +1,500	+8%	+$628K	0.19%	86
2025 Q4	$9.67M	Hold	20,000	–	–	0.25%	69
2025 Q3	$10.4M	Hold	20,000	–	–	0.22%	75
2025 Q2	$9.95M	Hold	20,000	–	–	0.22%	80
2025 Q1	$7.51M	Buy	20,000 +6,200	+45%	+$2.53M	0.14%	101
2024 Q4	$5.82M	Hold	13,800	–	–	0.1%	98
2024 Q3	$5.94M	Buy	13,800 +2,500	+22%	+$1.07M	0.11%	101
2024 Q2	$5.05M	Hold	11,300	–	–	0.09%	108
2024 Q1	$4.75M	Hold	11,300	–	–	0.1%	95
2023 Q4	$4.25M	Hold	11,300	–	–	0.16%	73
2023 Q3	$3.57M	Buy	11,300 +1,300	+13%	+$430K	0.09%	84
2023 Q2	$3.41M	Sell	10,000 -1,400	-12%	-$439K	0.08%	82
2023 Q1	$3.29M	Sell	11,400 -100,000	-90%	-$25.5M	0.07%	78
2022 Q4	$26.7M	Sell	111,400 -68,600	-38%	-$16.5M	0.54%	44
2022 Q3	$41.9M	Buy	180,000 +19,000	+12%	+$5.02M	0.91%	34
2022 Q2	$41.4M	Buy	161,000 +83,700	+108%	+$22.7M	0.86%	34
2022 Q1	$23.8M	Buy	+77,300	New	+$23.3M	0.34%	62
2021 Q2	–	Sell	-75,000	Closed	-$17.7M	–	204
2021 Q1	$17.7M	Buy	+75,000	New	+$17.4M	0.24%	83

Other funds holding MSFT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zimmer Partners's MSFT Position: Q1 2026 in Review

Zimmer Partners increased its Microsoft (MSFT) stake by 7.5% in Q1 2026, buying an estimated $628K and bringing the position to 21,500 shares worth $7.96M. The position accounts for 0.19% of the portfolio, ranked #86.

Zimmer Partners first reported a position in MSFT in Q1 2021 and has held it in 18 quarters since. The position peaked at $41.9M in Q3 2022. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Zimmer Partners held 21,500 shares of Microsoft worth $7.96M as of Q1 2026.
Zimmer Partners bought 1,500 Microsoft shares in Q1 2026, an estimated $628K.
Microsoft made up 0.19% of Zimmer Partners's portfolio in Q1 2026, its #86 holding.
Zimmer Partners first reported a position in Microsoft in Q1 2021 and has held it in 18 quarters since.
Zimmer Partners's Microsoft position peaked at $41.9M in Q3 2022.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.