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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
2023
Q2 		– Sell
-12,732
Closed -$3.67M – 100
2023
Q1 		$3.67M Buy
+12,732
New +$3.25M 3.66% 5

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
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.