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All Terrain Financial Advisors’s Microsoft MSFT Stock Holding History

All Terrain Financial 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
2025
Q4 		– Sell
-200
Closed -$104K – 137
2025
Q3 		$104K Buy
+200
New +$102K 0.03% 135
2025
Q1 		– Sell
-100
Closed -$42.1K – 112
2024
Q4 		$42.1K Hold
100
– – 0.01% 102
2024
Q3 		$43K Buy
+100
New +$42.7K 0.02% 90
2023
Q2 		– Sell
-100
Closed -$28.8K – 91
2023
Q1 		$28.8K Hold
100
– – 0.01% 82
2022
Q4 		$24K Hold
100
– – 0.01% 87
2022
Q3 		$23K Hold
100
– – 0.01% 81
2022
Q2 		$26K Hold
100
– – 0.01% 86
2022
Q1 		$31K Hold
100
– – 0.01% 97
2021
Q4 		$34K Hold
100
– – 0.01% 82
2021
Q3 		$28K Hold
100
– – 0.01% 83
2021
Q2 		$27K Buy
+100
New +$25.4K 0.01% 89
2021
Q1 		– Sell
-100
Closed -$22K – 109
2020
Q4 		$22K Hold
100
– – 0.01% 101
2020
Q3 		$21K Buy
+100
New +$21K 0.01% 96
2020
Q2 		– Sell
-3,600
Closed -$568K – 146
2020
Q1 		$568K Buy
3,600
+100
+3% +$16.4K 0.23% 57
2019
Q4 		$552K Hold
3,500
– – 0.18% 79
2019
Q3 		$487K Sell
3,500
-200
-5% -$27.5K 0.16% 82
2019
Q2 		$184K Buy
3,700
+200
+6% +$25.4K 0.06% 159
2019
Q1 		$413K Buy
3,500
+2,000
+133% +$218K 0.14% 94
2018
Q4 		$152K Hold
1,500
– – 0.06% 152
2018
Q3 		$172K Sell
1,500
-1,000
-40% -$108K 0.07% 168
2018
Q2 		$247K Sell
2,500
-400
-14% -$38.8K 0.11% 128
2018
Q1 		$265K Sell
2,900
-3,300
-53% -$302K 0.12% 125
2017
Q4 		$530K Buy
+6,200
New +$509K 0.24% 72

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

All Terrain Financial Advisors's MSFT Position: Q1 2026 in Review

All Terrain Financial Advisors reduced its Microsoft (MSFT) stake by 0.82% in Q1 2026, selling an estimated $63.6K and leaving 18,410 shares worth $6.81M. The position accounts for 1.6% of the portfolio, ranked #14.

All Terrain Financial Advisors first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.7M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • All Terrain Financial Advisors held 18,410 shares of Microsoft worth $6.81M as of Q1 2026.
  • All Terrain Financial Advisors sold 152 Microsoft shares in Q1 2026, an estimated $63.6K.
  • Microsoft made up 1.6% of All Terrain Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • All Terrain Financial Advisors first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
  • All Terrain Financial Advisors's Microsoft position peaked at $10.7M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.