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Alternative Investment Advisors’s Microsoft MSFT Stock Holding History

Alternative Investment 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 		$973K Buy
2,625
+77
+3% +$32.2K 0.42% 25
2025
Q4 		$1.23M Buy
2,548
+28
+1% +$14K 0.53% 20
2025
Q3 		$1.31M Buy
2,520
+217
+9% +$111K 0.59% 20
2025
Q2 		$1.15M Sell
2,303
-171
-7% -$74.3K 0.57% 22
2025
Q1 		$929K Buy
2,474
+48
+2% +$19.6K 0.49% 27
2024
Q4 		$1.02M Sell
2,426
-2,309
-49% -$984K 0.53% 28
2024
Q3 		$2.04M Sell
4,735
-5,415
-53% -$2.31M 1.07% 19
2024
Q2 		$4.54M Sell
10,150
-447
-4% -$189K 2.59% 10
2024
Q1 		$4.5M Sell
10,597
-374
-3% -$151K 2.71% 9
2023
Q4 		$4.13M Sell
10,971
-643
-6% -$229K 2.68% 9
2023
Q3 		$3.67M Buy
+11,614
New +$3.84M 2.56% 12

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

Alternative Investment Advisors's MSFT Position: Q1 2026 in Review

Alternative Investment Advisors increased its Microsoft (MSFT) stake by 3% in Q1 2026, buying an estimated $32.2K and bringing the position to 2,625 shares worth $973K. The position accounts for 0.42% of the portfolio, ranked #25.

Alternative Investment Advisors first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.54M in Q2 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Alternative Investment Advisors held 2,625 shares of Microsoft worth $973K as of Q1 2026.
  • Alternative Investment Advisors bought 77 Microsoft shares in Q1 2026, an estimated $32.2K.
  • Microsoft made up 0.42% of Alternative Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Alternative Investment Advisors first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
  • Alternative Investment Advisors's Microsoft position peaked at $4.54M in Q2 2024.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.