AF Advisors’s Microsoft MSFT Stock Holding History

AF Advisors’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	–	Sell	-506	Closed	-$245K	–	29
2025 Q4	$245K	Buy	506 +2	+0.4%	+$1K	0.09%	22
2025 Q3	$261K	Hold	504	–	–	0.11%	19
2025 Q2	$251K	Buy	+504	New	+$219K	0.09%	19
2025 Q1	–	Sell	-494	Closed	-$208K	–	23
2024 Q4	$208K	Hold	494	–	–	0.03%	21
2024 Q3	$213K	Hold	494	–	–	0.03%	20
2024 Q2	$221K	Hold	494	–	–	0.04%	18
2024 Q1	$208K	Buy	+494	New	+$200K	0.05%	21

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

AF Advisors's MSFT Position: Q1 2026 in Review

AF Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 506 shares — an estimated $245K sold.

AF Advisors first reported a position in MSFT in Q1 2024 and held it in 7 quarters. The position peaked at $261K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

AF Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
AF Advisors sold 506 Microsoft shares in Q1 2026, an estimated $245K.
AF Advisors first reported a position in Microsoft in Q1 2024 and held it in 7 quarters.
AF Advisors's Microsoft position peaked at $261K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on AF Advisors's 13F filing for Q1 2026, filed 1 May 2026.