Advisor Resource Council’s Microsoft MSFT Stock Holding History

Advisor Resource Council’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 Q3	–	Sell	-2,000	Closed	-$995K	–	126
2025 Q2	$995K	Hold	2,000	–	–	0.39%	41
2025 Q1	$51	Buy	+2,000	New	+$815K	﹤0.01%	585
2024 Q4	–	Sell	-2,000	Closed	-$137K	–	196
2024 Q3	$137K	Hold	2,000	–	–	0.06%	230
2024 Q2	$185	Buy	+2,000	New	+$845K	﹤0.01%	58
2024 Q1	–	Sell	-400	Closed	-$4	–	401
2023 Q4	$4	Buy	+400	New	+$142K	﹤0.01%	483

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

Advisor Resource Council's MSFT Position: Q1 2026 in Review

Advisor Resource Council increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $337K and bringing the position to 7,885 shares worth $2.92M. The position accounts for 0.94% of the portfolio, ranked #14.

Advisor Resource Council first reported a position in MSFT in Q2 2021 and has held it in 18 quarters since. The position peaked at $15.4M in Q4 2021. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Advisor Resource Council held 7,885 shares of Microsoft worth $2.92M as of Q1 2026.
Advisor Resource Council bought 806 Microsoft shares in Q1 2026, an estimated $337K.
Microsoft made up 0.94% of Advisor Resource Council's portfolio in Q1 2026, its #14 holding.
Advisor Resource Council first reported a position in Microsoft in Q2 2021 and has held it in 18 quarters since.
Advisor Resource Council's Microsoft position peaked at $15.4M in Q4 2021.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.