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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
2026
Q1 		$1.41M Hold
3,800
– – 0.33% 53
2025
Q4 		$1.84M Buy
3,800
+300
+9% +$150K 0.43% 47
2025
Q3 		$1.81M Buy
3,500
+1,500
+75% +$765K 0.45% 43
2025
Q2 		$995K Buy
2,000
+500
+33% +$217K 0.29% 48
2025
Q1 		$563K Buy
+1,500
New +$612K 0.18% 58
2024
Q2 		– Sell
-1,400
Closed -$589K – 91
2024
Q1 		$589K Sell
1,400
-100
-7% -$40.5K 0.23% 51
2023
Q4 		$564K Buy
1,500
+100
+7% +$35.6K 0.21% 50
2023
Q3 		$442K Buy
+1,400
New +$463K 0.19% 53
2021
Q1 		– Sell
-3,700
Closed -$823K – 110
2020
Q4 		$823K Sell
3,700
-3,800
-51% -$817K 0.32% 43
2020
Q3 		$1.58M Hold
7,500
– – 0.54% 35
2020
Q2 		$1.53M Buy
7,500
+200
+3% +$36.3K 0.63% 36
2020
Q1 		$1.15M Buy
7,300
+1,800
+33% +$296K 0.47% 45
2019
Q4 		$867K Sell
5,500
-200
-4% -$29.4K 0.28% 55
2019
Q3 		$793K Hold
5,700
– – 0.27% 57
2019
Q2 		$764K Sell
5,700
-1,000
-15% -$127K 0.26% 56
2019
Q1 		$790K Buy
6,700
+2,600
+63% +$284K 0.27% 58
2018
Q4 		$416K Sell
4,100
-300
-7% -$32.1K 0.17% 81
2018
Q3 		$503K Buy
4,400
+1,000
+29% +$108K 0.21% 81
2018
Q2 		$335K Buy
3,400
+1,600
+89% +$155K 0.15% 105
2018
Q1 		$164K Buy
1,800
+800
+80% +$73.2K 0.07% 164
2017
Q4 		$86K Buy
+1,000
New +$82K 0.04% 212

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. 6,182 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.
  • 6,182 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.