Advyzon Investment Management’s Microsoft MSFT Stock Holding History

Advyzon Investment 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
2026 Q1	$11.6M	Buy	31,332 +91	+0.3%	+$38.1K	1.04%	14
2025 Q4	$15.1M	Buy	31,241 +10,011	+47%	+$5.02M	1.75%	6
2025 Q3	$11M	Buy	21,230 +2,259	+12%	+$1.15M	1.89%	8
2025 Q2	$9.44M	Buy	18,971 +6,949	+58%	+$3.02M	2.09%	8
2025 Q1	$4.51M	Buy	12,022 +3,988	+50%	+$1.63M	1.6%	11
2024 Q4	$3.39M	Buy	+8,034	New	+$3.42M	1.31%	14

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

Advyzon Investment Management's MSFT Position: Q1 2026 in Review

Advyzon Investment Management increased its Microsoft (MSFT) stake by 0.29% in Q1 2026, buying an estimated $38.1K and bringing the position to 31,332 shares worth $11.6M. The position accounts for 1.04% of the portfolio, ranked #14.

Advyzon Investment Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.1M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Advyzon Investment Management held 31,332 shares of Microsoft worth $11.6M as of Q1 2026.
Advyzon Investment Management bought 91 Microsoft shares in Q1 2026, an estimated $38.1K.
Microsoft made up 1.04% of Advyzon Investment Management's portfolio in Q1 2026, its #14 holding.
Advyzon Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's Microsoft position peaked at $15.1M in Q4 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.