Advanced Portfolio Management’s Microsoft MSFT Stock Holding History

Advanced Portfolio 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 Q4	$2.21M	Sell	4,565 -277	-6%	-$139K	6.74%	1
2025 Q3	$2.49M	Buy	4,842 +5	+0.1%	+$2.55K	6.49%	3
2025 Q2	$2.41M	Hold	4,837	–	–	6.72%	2
2025 Q1	$1.82M	Sell	4,837 -8,896	-65%	-$3.63M	3.66%	12
2024 Q4	$5.75M	Buy	13,733 +7,632	+125%	+$3.25M	6.57%	1
2024 Q3	$2.63M	Sell	6,101 -5,287	-46%	-$2.26M	2.7%	16
2024 Q2	$5.09M	Hold	11,388	–	–	3.36%	11
2024 Q1	$4.79M	Buy	11,388 +320	+3%	+$130K	9.05%	1
2023 Q4	$4.16M	Sell	11,068 -8,801	-44%	-$3.13M	4.38%	3
2023 Q3	$6.27M	Buy	19,869 +4,241	+27%	+$1.4M	5.27%	1
2023 Q2	$5.32M	Buy	+15,628	New	+$4.9M	4.85%	6

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

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

Norges Bank Oslo, Norway $935B AUM

Advanced Portfolio Management's MSFT Position: Q4 2025 in Review

Advanced Portfolio Management reduced its Microsoft (MSFT) stake by 5.7% in Q4 2025, selling an estimated $139K and leaving 4,565 shares worth $2.21M. The position accounts for 6.74% of the portfolio, ranked #1.

Advanced Portfolio Management first reported a position in MSFT in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.27M in Q3 2023. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Advanced Portfolio Management held 4,565 shares of Microsoft worth $2.21M as of Q4 2025.
Advanced Portfolio Management sold 277 Microsoft shares in Q4 2025, an estimated $139K.
Microsoft made up 6.74% of Advanced Portfolio Management's portfolio in Q4 2025, its #1 holding.
Advanced Portfolio Management first reported a position in Microsoft in Q2 2023 and has held it in 11 quarters since.
Advanced Portfolio Management's Microsoft position peaked at $6.27M in Q3 2023.
6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.