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Aft Forsyth & Sober’s Microsoft MSFT Stock Holding History

Aft Forsyth & Sober’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 		$8.13M Hold
21,950
– – 2.48% 9
2025
Q4 		$10.6M Hold
21,950
– – 3.22% 6
2025
Q3 		$11.4M Buy
21,950
+550
+3% +$281K 3.53% 6
2025
Q2 		$10.6M Buy
21,400
+200
+0.9% +$86.9K 3.59% 6
2025
Q1 		$7.96M Buy
21,200
+50
+0.2% +$20.4K 2.78% 8
2024
Q4 		$8.91M Hold
21,150
– – 2.89% 8
2024
Q3 		$9.1M Hold
21,150
– – 2.99% 8
2024
Q2 		$9.45M Hold
21,150
– – 3.24% 7
2024
Q1 		$8.9M Buy
21,150
+12,225
+137% +$4.95M 3.13% 7
2023
Q4 		$3.36M Buy
8,925
+1,000
+13% +$356K 1.29% 11
2023
Q3 		$2.5M Hold
7,925
– – 1.06% 17
2023
Q2 		$2.7M Buy
7,925
+350
+5% +$110K 1.12% 18
2023
Q1 		$2.18M Sell
7,575
-350
-4% -$89.3K 1.1% 17
2022
Q4 		$1.9M Hold
7,925
– – 0.86% 28
2022
Q3 		$1.85M Hold
7,925
– – 0.9% 23
2022
Q2 		$2.04M Hold
7,925
– – 0.95% 17
2022
Q1 		$2.44M Hold
7,925
– – 0.96% 18
2021
Q4 		$2.67M Hold
7,925
– – 0.94% 17
2021
Q3 		$2.23M Buy
7,925
+75
+1% +$21.8K 0.84% 24
2021
Q2 		$2.13M Hold
7,850
– – 0.8% 24
2021
Q1 		$1.85M Buy
7,850
+5,300
+208% +$1.23M 0.76% 26
2020
Q4 		$567K Buy
2,550
+2,400
+1,600% +$516K 0.44% 23
2020
Q3 		$31K Sell
150
-200
-57% -$42K 0.24% 24
2020
Q2 		$71K Buy
+350
New +$63.5K 0.5% 20
2020
Q1 		– Sell
-920
Closed -$145K – 56
2019
Q4 		$145K Buy
+920
New +$135K 0.13% 20

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aft Forsyth & Sober's MSFT Position: Q1 2026 in Review

Aft Forsyth & Sober held its Microsoft (MSFT) position steady in Q1 2026 at 21,950 shares worth $8.13M. The position accounts for 2.48% of the portfolio, ranked #9.

Aft Forsyth & Sober first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $11.4M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Aft Forsyth & Sober held 21,950 shares of Microsoft worth $8.13M as of Q1 2026.
  • Aft Forsyth & Sober left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 2.48% of Aft Forsyth & Sober's portfolio in Q1 2026, its #9 holding.
  • Aft Forsyth & Sober first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • Aft Forsyth & Sober's Microsoft position peaked at $11.4M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.