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ALM First Financial Advisors’s Microsoft MSFT Stock Holding History

ALM First 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
Q1 		– Sell
-760
Closed -$320K – 26
2024
Q4 		$320K Buy
760
+230
+43% +$98K 0.08% 22
2024
Q3 		$228K Hold
530
– – 0.06% 23
2024
Q2 		$237K Hold
530
– – 0.07% 22
2024
Q1 		$223K Buy
+530
New +$215K 0.06% 22

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ALM First Financial Advisors's MSFT Position: Q1 2025 in Review

ALM First Financial Advisors sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 760 shares — an estimated $320K sold.

ALM First Financial Advisors first reported a position in MSFT in Q1 2024 and held it in 4 quarters. The position peaked at $320K in Q4 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • ALM First Financial Advisors reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
  • ALM First Financial Advisors sold 760 Microsoft shares in Q1 2025, an estimated $320K.
  • ALM First Financial Advisors first reported a position in Microsoft in Q1 2024 and held it in 4 quarters.
  • ALM First Financial Advisors's Microsoft position peaked at $320K in Q4 2024.
  • 5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on ALM First Financial Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.