Alaska Wealth 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 | $962K | Sell |
2,598
-220
| -8% | -$92.1K | 0.12% | 44 |
|
|
2025
Q4 | $1.36M | Buy |
2,818
+171
| +6% | +$85.7K | 0.17% | 39 |
|
|
2025
Q3 | $1.37M | Sell |
2,647
-333
| -11% | -$170K | 0.18% | 36 |
|
|
2025
Q2 | $1.48M | Buy |
2,980
+273
| +10% | +$119K | 0.21% | 31 |
|
|
2025
Q1 | $1.02M | Sell |
2,707
-93
| -3% | -$37.9K | 0.16% | 34 |
|
|
2024
Q4 | $1.18M | Sell |
2,800
-22
| -0.8% | -$9.37K | 0.18% | 31 |
|
|
2024
Q3 | $1.21M | Sell |
2,822
-334
| -11% | -$143K | 0.18% | 32 |
|
|
2024
Q2 | $1.41M | Sell |
3,156
-282
| -8% | -$119K | 0.22% | 29 |
|
|
2024
Q1 | $1.45M | Sell |
3,438
-251
| -7% | -$102K | 0.22% | 29 |
|
|
2023
Q4 | $1.39M | Sell |
3,689
-21
| -0.6% | -$7.47K | 0.23% | 28 |
|
|
2023
Q3 | $1.17M | Buy |
3,710
+361
| +11% | +$119K | 0.19% | 26 |
|
|
2023
Q2 | $1.14M | Buy |
3,349
+159
| +5% | +$49.8K | 0.18% | 28 |
|
|
2023
Q1 | $920K | Hold |
3,190
| – | – | 0.15% | 31 |
|
|
2022
Q4 | $765K | Sell |
3,190
-202
| -6% | -$48.5K | 0.14% | 34 |
|
|
2022
Q3 | $790K | Buy |
3,392
+594
| +21% | +$157K | 0.15% | 34 |
|
|
2022
Q2 | $719K | Buy |
2,798
+808
| +41% | +$219K | 0.14% | 37 |
|
|
2022
Q1 | $614K | Sell |
1,990
-44
| -2% | -$13.2K | 0.11% | 34 |
|
|
2021
Q4 | $684K | Buy |
2,034
+478
| +31% | +$155K | 0.12% | 31 |
|
|
2021
Q3 | $439K | Buy |
1,556
+323
| +26% | +$94K | 0.08% | 35 |
|
|
2021
Q2 | $334K | Sell |
1,233
-1,643
| -57% | -$418K | 0.07% | 36 |
|
|
2021
Q1 | $678K | Sell |
2,876
-70
| -2% | -$16.2K | 0.13% | 29 |
|
|
2020
Q4 | $655K | Sell |
2,946
-234
| -7% | -$50.3K | 0.13% | 30 |
|
|
2020
Q3 | $669K | Sell |
3,180
-343
| -10% | -$72K | 0.15% | 30 |
|
|
2020
Q2 | $717K | Sell |
3,523
-690
| -16% | -$125K | 0.17% | 29 |
|
|
2020
Q1 | $665K | Sell |
4,213
-1,269
| -23% | -$209K | 0.18% | 27 |
|
|
2019
Q4 | $865K | Buy |
+5,482
| New | +$805K | 0.14% | 30 |
|
|
2019
Q3 | – | Sell |
-5,142
| Closed | -$606K | – | 46 |
|
|
2019
Q2 | $606K | Hold |
5,142
| – | – | 0.06% | 36 |
|
|
2019
Q1 | $606K | Buy |
5,142
+1
| +0% | +$109 | 0.06% | 36 |
|
|
2018
Q4 | $522K | Buy |
5,141
+1,567
| +44% | +$168K | 0.16% | 33 |
|
|
2018
Q3 | $408K | Hold |
3,574
| – | – | 0.12% | 34 |
|
|
2018
Q2 | $352K | Hold |
3,574
| – | – | 0.11% | 34 |
|
|
2018
Q1 | $326K | Sell |
3,574
-251
| -7% | -$23K | 0.11% | 36 |
|
|
2017
Q4 | $327K | Buy |
+3,825
| New | +$314K | 0.12% | 35 |
|
Other funds holding MSFT
VCM
VPM
Alaska Wealth Advisors's MSFT Position: Q1 2026 in Review
Alaska Wealth Advisors reduced its Microsoft (MSFT) stake by 7.8% in Q1 2026, selling an estimated $92.1K and leaving 2,598 shares worth $962K. The position accounts for 0.12% of the portfolio, ranked #44.
Alaska Wealth Advisors first reported a position in MSFT in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.48M in Q2 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Alaska Wealth Advisors held 2,598 shares of Microsoft worth $962K as of Q1 2026.
- Alaska Wealth Advisors sold 220 Microsoft shares in Q1 2026, an estimated $92.1K.
- Microsoft made up 0.12% of Alaska Wealth Advisors's portfolio in Q1 2026, its #44 holding.
- Alaska Wealth Advisors first reported a position in Microsoft in Q4 2017 and has held it in 33 quarters since.
- Alaska Wealth Advisors's Microsoft position peaked at $1.48M in Q2 2025.
- 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Alaska Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.