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Allie Family Office’s Microsoft MSFT Stock Holding History

Allie Family Office’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 		$1.57M Buy
4,233
+2,422
+134% +$1.01M 0.69% 25
2025
Q4 		$876K Hold
1,811
– – 0.41% 38
2025
Q3 		$937K Hold
1,811
– – 0.44% 38
2025
Q2 		$904K Sell
1,811
-850
-32% -$369K 0.45% 37
2025
Q1 		$999K Hold
2,661
– – 0.55% 29
2024
Q4 		$1.12M Buy
2,661
+371
+16% +$158K 0.62% 26
2024
Q3 		$985K Buy
2,290
+325
+17% +$139K 0.53% 30
2024
Q2 		$878K Buy
+1,965
New +$830K 0.53% 31

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

Allie Family Office's MSFT Position: Q1 2026 in Review

Allie Family Office increased its Microsoft (MSFT) stake by 134% in Q1 2026, buying an estimated $1.01M and bringing the position to 4,233 shares worth $1.57M. The position accounts for 0.69% of the portfolio, ranked #25.

Allie Family Office first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Allie Family Office held 4,233 shares of Microsoft worth $1.57M as of Q1 2026.
  • Allie Family Office bought 2,422 Microsoft shares in Q1 2026, an estimated $1.01M.
  • Microsoft made up 0.69% of Allie Family Office's portfolio in Q1 2026, its #25 holding.
  • Allie Family Office first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.