AIMZ Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
27,946
-364
| -1% | -$152K | 3.2% | 5 |
|
|
2025
Q4 | $13.7M | Sell |
28,310
-310
| -1% | -$155K | 3.92% | 3 |
|
|
2025
Q3 | $14.8M | Sell |
28,620
-294
| -1% | -$150K | 4.65% | 3 |
|
|
2025
Q2 | $14.4M | Sell |
28,914
-407
| -1% | -$177K | 4.82% | 3 |
|
|
2025
Q1 | $11M | Buy |
29,321
+511
| +2% | +$208K | 3.84% | 3 |
|
|
2024
Q4 | $12.1M | Sell |
28,810
-371
| -1% | -$158K | 4.22% | 3 |
|
|
2024
Q3 | $12.6M | Sell |
29,181
-344
| -1% | -$147K | 4.29% | 3 |
|
|
2024
Q2 | $13.2M | Sell |
29,525
-831
| -3% | -$351K | 4.73% | 3 |
|
|
2024
Q1 | $12.8M | Sell |
30,356
-1,486
| -5% | -$602K | 4.76% | 3 |
|
|
2023
Q4 | $12M | Sell |
31,842
-1,374
| -4% | -$489K | 4.85% | 2 |
|
|
2023
Q3 | $10.5M | Sell |
33,216
-303
| -0.9% | -$100K | 4.66% | 2 |
|
|
2023
Q2 | $11.4M | Sell |
33,519
-339
| -1% | -$106K | 4.91% | 2 |
|
|
2023
Q1 | $9.76M | Sell |
33,858
-693
| -2% | -$177K | 4.37% | 2 |
|
|
2022
Q4 | $8.29M | Sell |
34,551
-632
| -2% | -$152K | 3.91% | 2 |
|
|
2022
Q3 | $8.19M | Buy |
35,183
+2
| +0% | +$528 | 4.15% | 2 |
|
|
2022
Q2 | $9.04M | Sell |
35,181
-46
| -0.1% | -$12.5K | 4.33% | 2 |
|
|
2022
Q1 | $10.9M | Sell |
35,227
-1,039
| -3% | -$313K | 4.47% | 2 |
|
|
2021
Q4 | $12.2M | Buy |
36,266
+271
| +0.8% | +$87.9K | 4.75% | 2 |
|
|
2021
Q3 | $10.1M | Sell |
35,995
-573
| -2% | -$167K | 4.58% | 2 |
|
|
2021
Q2 | $9.91M | Sell |
36,568
-123
| -0.3% | -$31.3K | 4.44% | 2 |
|
|
2021
Q1 | $8.65M | Sell |
36,691
-18
| -0% | -$4.18K | 4.23% | 2 |
|
|
2020
Q4 | $8.16M | Sell |
36,709
-139
| -0.4% | -$29.9K | 4.28% | 3 |
|
|
2020
Q3 | $7.75M | Sell |
36,848
-498
| -1% | -$105K | 4.64% | 2 |
|
|
2020
Q2 | $7.6M | Sell |
37,346
-2,462
| -6% | -$447K | 4.93% | 2 |
|
|
2020
Q1 | $6.28M | Sell |
39,808
-1,093
| -3% | -$180K | 4.88% | 2 |
|
|
2019
Q4 | $6.45M | Sell |
40,901
-395
| -1% | -$58K | 4.17% | 2 |
|
|
2019
Q3 | $5.74M | Sell |
41,296
-233
| -0.6% | -$32K | 3.95% | 2 |
|
|
2019
Q2 | $5.56M | Sell |
41,529
-845
| -2% | -$107K | 3.84% | 2 |
|
|
2019
Q1 | $5M | Sell |
42,374
-235
| -0.6% | -$25.6K | 3.43% | 3 |
|
|
2018
Q4 | $4.33M | Sell |
42,609
-1,235
| -3% | -$132K | 3.34% | 2 |
|
|
2018
Q3 | $5.01M | Sell |
43,844
-1,144
| -3% | -$124K | 3.23% | 3 |
|
|
2018
Q2 | $4.44M | Sell |
44,988
-493
| -1% | -$47.8K | 3.14% | 4 |
|
|
2018
Q1 | $4.15M | Sell |
45,481
-1,419
| -3% | -$130K | 3.01% | 5 |
|
|
2017
Q4 | $4.01M | Sell |
46,900
-813
| -2% | -$66.7K | 3.02% | 5 |
|
|
2017
Q3 | $3.55M | Sell |
47,713
-392
| -0.8% | -$28.6K | 2.91% | 4 |
|
|
2017
Q2 | $3.32M | Sell |
48,105
-1,892
| -4% | -$130K | 2.79% | 4 |
|
|
2017
Q1 | $3.29M | Sell |
49,997
-3,230
| -6% | -$207K | 2.78% | 5 |
|
|
2016
Q4 | $3.31M | Sell |
53,227
-1,888
| -3% | -$114K | 2.96% | 5 |
|
|
2016
Q3 | $3.17M | Sell |
55,115
-1,318
| -2% | -$74.4K | 2.84% | 5 |
|
|
2016
Q2 | $2.89M | Sell |
56,433
-59,879
| -51% | -$3.11M | 2.65% | 7 |
|
|
2016
Q1 | $5.56M | Buy |
116,312
+57,006
| +96% | +$2.99M | 2.45% | 11 |
|
|
2015
Q4 | $3.29M | Sell |
59,306
-288
| -0.5% | -$15.2K | 3% | 4 |
|
|
2015
Q3 | $2.64M | Buy |
59,594
+188
| +0.3% | +$8.44K | 2.42% | 11 |
|
|
2015
Q2 | $2.62M | Buy |
59,406
+13
| +0% | +$593 | 2.28% | 12 |
|
|
2015
Q1 | $2.42M | Sell |
59,393
-136
| -0.2% | -$5.92K | 2.07% | 15 |
|
|
2014
Q4 | $2.77M | Buy |
+59,529
| New | +$2.79M | 2.46% | 10 |
|
Other funds holding MSFT
VCM
VPM
AIMZ Investment Advisors's MSFT Position: Q1 2026 in Review
AIMZ Investment Advisors reduced its Microsoft (MSFT) stake by 1.3% in Q1 2026, selling an estimated $152K and leaving 27,946 shares worth $10.3M. The position accounts for 3.2% of the portfolio, ranked #5.
AIMZ Investment Advisors first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $14.8M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- AIMZ Investment Advisors held 27,946 shares of Microsoft worth $10.3M as of Q1 2026.
- AIMZ Investment Advisors sold 364 Microsoft shares in Q1 2026, an estimated $152K.
- Microsoft made up 3.2% of AIMZ Investment Advisors's portfolio in Q1 2026, its #5 holding.
- AIMZ Investment Advisors first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
- AIMZ Investment Advisors's Microsoft position peaked at $14.8M in Q3 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.