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Altman Advisors’s Microsoft MSFT Stock Holding History

Altman 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 		$6.39M Buy
17,250
+1,555
+10% +$651K 2.65% 8
2025
Q4 		$7.59M Buy
15,695
+390
+3% +$195K 2.86% 7
2025
Q3 		$7.93M Sell
15,305
-48
-0.3% -$24.5K 3.03% 5
2025
Q2 		$7.55M Buy
15,353
+136
+0.9% +$59.1K 3.09% 4
2025
Q1 		$6.01M Buy
15,217
+377
+3% +$154K 2.77% 4
2024
Q4 		$6.26M Sell
14,840
-311
-2% -$132K 2.67% 6
2024
Q3 		$6.52M Buy
15,151
+51
+0.3% +$21.8K 2.9% 4
2024
Q2 		$6.75M Buy
15,100
+948
+7% +$400K 3.84% 4
2024
Q1 		$6.01M Buy
14,152
+585
+4% +$237K 2.92% 4
2023
Q4 		$5.1M Sell
13,567
-696
-5% -$248K 2.68% 7
2023
Q3 		$4.5M Buy
+14,263
New +$4.71M 2.81% 4
2023
Q1 		$2.93M Buy
14,601
+239
+2% +$61K 2.68% 4
2022
Q4 		$3.39M Sell
14,362
-553
-4% -$133K 2.09% 5
2022
Q3 		$3.47M Buy
14,915
+490
+3% +$129K 2.19% 7
2022
Q2 		$3.96M Buy
14,425
+596
+4% +$162K 2.26% 6
2022
Q1 		$4.26M Buy
13,829
+145
+1% +$43.6K 2.2% 8
2021
Q4 		$4.05M Buy
13,684
+2,025
+17% +$657K 2.47% 7
2021
Q3 		$3.87M Sell
11,659
-289
-2% -$84.1K 2.14% 5
2021
Q2 		$3.44M Buy
11,948
+553
+5% +$141K 1.95% 9
2021
Q1 		$2.68M Sell
11,395
-402
-3% -$93.3K 1.73% 15
2020
Q4 		$2.62M Sell
11,797
-132
-1% -$28.4K 1.65% 21
2020
Q3 		$2.51M Buy
11,929
+144
+1% +$30.2K 1.78% 19
2020
Q2 		$2.4M Sell
11,785
-303
-3% -$55K 2.04% 17
2020
Q1 		$1.91M Sell
12,088
-8,330
-41% -$1.37M 1.77% 24
2019
Q4 		$3.22M Buy
20,418
+95
+0.5% +$14K 2.57% 5
2019
Q3 		$2.83M Sell
20,323
-1,577
-7% -$217K 2.39% 8
2019
Q2 		$2.93M Buy
21,900
+5,224
+31% +$663K 2.47% 5
2019
Q1 		$1.97M Buy
16,676
+2,278
+16% +$249K 1.81% 27
2018
Q4 		$1.46M Buy
+14,398
New +$1.54M 1.6% 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

Altman Advisors's MSFT Position: Q1 2026 in Review

Altman Advisors increased its Microsoft (MSFT) stake by 9.9% in Q1 2026, buying an estimated $651K and bringing the position to 17,250 shares worth $6.39M. The position accounts for 2.65% of the portfolio, ranked #8.

Altman Advisors first reported a position in MSFT in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.93M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Altman Advisors held 17,250 shares of Microsoft worth $6.39M as of Q1 2026.
  • Altman Advisors bought 1,555 Microsoft shares in Q1 2026, an estimated $651K.
  • Microsoft made up 2.65% of Altman Advisors's portfolio in Q1 2026, its #8 holding.
  • Altman Advisors first reported a position in Microsoft in Q4 2018 and has held it in 29 quarters since.
  • Altman Advisors's Microsoft position peaked at $7.93M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.