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American Investment Services’s Microsoft MSFT Stock Holding History

American Investment Services’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 		$324K Buy
876
+26
+3% +$10.9K 0.07% 113
2025
Q4 		$411K Hold
850
– – 0.1% 103
2025
Q3 		$440K Hold
850
– – 0.11% 98
2025
Q2 		$423K Sell
850
-425
-33% -$185K 0.11% 99
2025
Q1 		$479K Buy
1,275
+5
+0.4% +$2.04K 0.08% 107
2024
Q4 		$535K Buy
1,270
+43
+4% +$18.3K 0.09% 107
2024
Q3 		$528K Buy
1,227
+170
+16% +$72.7K 0.09% 106
2024
Q2 		$472K Buy
1,057
+320
+43% +$135K 0.08% 108
2024
Q1 		$310K Hold
737
– – 0.06% 124
2023
Q4 		$277K Sell
737
-153
-17% -$54.5K 0.05% 126
2023
Q3 		$281K Sell
890
-415
-32% -$137K 0.06% 117
2023
Q2 		$444K Sell
1,305
-7,282
-85% -$2.28M 0.09% 105
2023
Q1 		$2.06M Hold
8,587
– – 0.42% 51
2022
Q4 		$2.06M Sell
8,587
-91
-1% -$21.8K 0.42% 51
2022
Q3 		$2.02M Buy
8,678
+7,596
+702% +$2.01M 0.48% 44
2022
Q2 		$278K Buy
1,082
+285
+36% +$77.3K 0.06% 105
2022
Q1 		$246K Sell
797
-285
-26% -$85.7K 0.05% 108
2021
Q4 		$364K Hold
1,082
– – 0.08% 96
2021
Q3 		$305K Buy
1,082
+109
+11% +$31.7K 0.07% 101
2021
Q2 		$264K Sell
973
-117
-11% -$29.7K 0.06% 105
2021
Q1 		$257K Hold
1,090
– – 0.07% 104
2020
Q4 		$242K Sell
1,090
-100
-8% -$21.5K 0.07% 125
2020
Q3 		$250K Sell
1,190
-100
-8% -$21K 0.08% 127
2020
Q2 		$263K Sell
1,290
-760
-37% -$138K 0.09% 119
2020
Q1 		$323K Sell
2,050
-19
-0.9% -$3.13K 0.12% 108
2019
Q4 		$326K Buy
2,069
+315
+18% +$46.3K 0.1% 119
2019
Q3 		$244K Buy
1,754
+155
+10% +$21.3K 0.08% 127
2019
Q2 		$214K Buy
+1,599
New +$203K 0.07% 130
2018
Q4 		– Sell
-2,306
Closed -$264K – 123
2018
Q3 		$264K Buy
+2,306
New +$250K 0.09% 101

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

American Investment Services's MSFT Position: Q1 2026 in Review

American Investment Services increased its Microsoft (MSFT) stake by 3.1% in Q1 2026, buying an estimated $10.9K and bringing the position to 876 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #113.

American Investment Services first reported a position in MSFT in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.06M in Q1 2023. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • American Investment Services held 876 shares of Microsoft worth $324K as of Q1 2026.
  • American Investment Services bought 26 Microsoft shares in Q1 2026, an estimated $10.9K.
  • Microsoft made up 0.07% of American Investment Services's portfolio in Q1 2026, its #113 holding.
  • American Investment Services first reported a position in Microsoft in Q3 2018 and has held it in 29 quarters since.
  • American Investment Services's Microsoft position peaked at $2.06M in Q1 2023.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.