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America First Investment Advisors’s Microsoft MSFT Stock Holding History

America First 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 		$845K Buy
2,283
+463
+25% +$194K 0.16% 28
2025
Q4 		$880K Sell
1,820
-568
-24% -$285K 0.16% 28
2025
Q3 		$1.24M Buy
2,388
+2
+0.1% +$1.02K 0.23% 25
2025
Q2 		$1.19M Sell
2,386
-96
-4% -$41.7K 0.24% 26
2025
Q1 		$932K Buy
2,482
+13
+0.5% +$5.3K 0.2% 25
2024
Q4 		$1.04M Sell
2,469
-100
-4% -$42.6K 0.23% 24
2024
Q3 		$1.11M Hold
2,569
– – 0.25% 25
2024
Q2 		$1.15M Hold
2,569
– – 0.28% 24
2024
Q1 		$1.08M Buy
2,569
+1
+0% +$405 0.26% 25
2023
Q4 		$966K Sell
2,568
-60
-2% -$21.4K 0.25% 25
2023
Q3 		$830K Hold
2,628
– – 0.23% 27
2023
Q2 		$895K Hold
2,628
– – 0.24% 26
2023
Q1 		$758K Buy
2,628
+656
+33% +$167K 0.22% 27
2022
Q4 		$473K Sell
1,972
-81
-4% -$19.4K 0.14% 32
2022
Q3 		$478K Hold
2,053
– – 0.17% 29
2022
Q2 		$527K Hold
2,053
– – 0.17% 29
2022
Q1 		$633K Hold
2,053
– – 0.18% 28
2021
Q4 		$690K Sell
2,053
-63
-3% -$20.4K 0.2% 28
2021
Q3 		$597K Hold
2,116
– – 0.18% 30
2021
Q2 		$573K Hold
2,116
– – 0.17% 34
2021
Q1 		$499K Hold
2,116
– – 0.15% 38
2020
Q4 		$471K Sell
2,116
-48
-2% -$10.3K 0.14% 38
2020
Q3 		$455K Hold
2,164
– – 0.15% 36
2020
Q2 		$440K Hold
2,164
– – 0.14% 38
2020
Q1 		$341K Hold
2,164
– – 0.12% 39
2019
Q4 		$341K Sell
2,164
-68
-3% -$9.99K 0.1% 37
2019
Q3 		$310K Hold
2,232
– – 0.09% 39
2019
Q2 		$299K Hold
2,232
– – 0.09% 39
2019
Q1 		$263K Hold
2,232
– – 0.08% 40
2018
Q4 		$227K Sell
2,232
-112
-5% -$12K 0.08% 39
2018
Q3 		$268K Hold
2,344
– – 0.08% 39
2018
Q2 		$231K Hold
2,344
– – 0.08% 38
2018
Q1 		$214K Sell
2,344
-186
-7% -$17K 0.08% 38
2017
Q4 		$216K Buy
2,530
+28
+1% +$2.3K 0.07% 39
2017
Q3 		$186K Hold
2,502
– – 0.07% 41
2017
Q2 		$172K Sell
2,502
-850
-25% -$58.4K 0.06% 46
2017
Q1 		$221K Buy
3,352
+850
+34% +$54.5K 0.08% 44
2016
Q4 		$155K Sell
2,502
-170
-6% -$10.2K 0.06% 45
2016
Q3 		$154K Hold
2,672
– – 0.06% 47
2016
Q2 		$137K Sell
2,672
-400
-13% -$20.8K 0.06% 47
2016
Q1 		$170K Buy
3,072
+400
+15% +$21K 0.08% 46
2015
Q4 		$148K Hold
2,672
– – 0.07% 46
2015
Q3 		$118K Hold
2,672
– – 0.06% 48
2015
Q2 		$118K Hold
2,672
– – 0.05% 47
2015
Q1 		$109K Hold
2,672
– – 0.05% 55
2014
Q4 		$124K Sell
2,672
-212
-7% -$9.95K 0.05% 57
2014
Q3 		$134K Hold
2,884
– – 0.06% 51
2014
Q2 		$120K Hold
2,884
– – 0.05% 55
2014
Q1 		$118K Sell
2,884
-100
-3% -$3.75K 0.06% 54
2013
Q4 		$112K Sell
2,984
-130
-4% -$4.72K 0.05% 58
2013
Q3 		$104K Hold
3,114
– – 0.05% 61
2013
Q2 		$108K Buy
+3,114
New +$102K 0.06% 57

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

America First Investment Advisors's MSFT Position: Q1 2026 in Review

America First Investment Advisors increased its Microsoft (MSFT) stake by 25% in Q1 2026, buying an estimated $194K and bringing the position to 2,283 shares worth $845K. The position accounts for 0.16% of the portfolio, ranked #28.

America First Investment Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.24M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • America First Investment Advisors held 2,283 shares of Microsoft worth $845K as of Q1 2026.
  • America First Investment Advisors bought 463 Microsoft shares in Q1 2026, an estimated $194K.
  • Microsoft made up 0.16% of America First Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • America First Investment Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • America First Investment Advisors's Microsoft position peaked at $1.24M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on America First Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.