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
2026 Q1	$37K	Buy	+100	New	+$41.8K	0.01%	241
2025 Q3	–	Sell	-1,600	Closed	-$796K	–	128
2025 Q2	$796K	Hold	1,600	–	–	0.31%	55
2025 Q1	$26	Buy	+1,600	New	+$652K	﹤0.01%	590
2023 Q3	–	Sell	-100	Closed	-$34.1K	–	170
2023 Q2	$34.1K	Buy	+100	New	+$31.3K	0.02%	164
2022 Q2	–	Sell	-200	Closed	-$1K	–	540
2022 Q1	$1K	Buy	+200	New	+$60.2K	﹤0.01%	217
2021 Q4	–	Sell	-200	Closed	-$3K	–	580
2021 Q3	$3K	Buy	+200	New	+$58.2K	﹤0.01%	226

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.