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Allodium Investment Consultants’s Microsoft MSFT Stock Holding History

Allodium Investment Consultants’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 		– Sell
-464
Closed -$224K – 53
2025
Q4 		$224K Buy
464
+20
+5% +$10K 0.11% 52
2025
Q3 		$230K Sell
444
-236
-35% -$120K 0.13% 48
2025
Q2 		$338K Buy
+680
New +$295K 0.21% 41

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VCM
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Allodium Investment Consultants's MSFT Position: Q1 2026 in Review

Allodium Investment Consultants sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 464 shares — an estimated $224K sold.

Allodium Investment Consultants first reported a position in MSFT in Q2 2025 and held it in 3 quarters. The position peaked at $338K in Q2 2025. 6,199 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Allodium Investment Consultants reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Allodium Investment Consultants sold 464 Microsoft shares in Q1 2026, an estimated $224K.
  • Allodium Investment Consultants first reported a position in Microsoft in Q2 2025 and held it in 3 quarters.
  • Allodium Investment Consultants's Microsoft position peaked at $338K in Q2 2025.
  • 6,199 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Allodium Investment Consultants's 13F filing for Q1 2026, filed 9 Apr 2026.