Anchor Capital Advisors’s Microsoft MSFT Stock Holding History

Anchor Capital 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	$26.4M	Buy	71,416 +7,121	+11%	+$2.98M	0.75%	55
2025 Q4	$31.1M	Sell	64,295 -777	-1%	-$389K	0.9%	46
2025 Q3	$33.7M	Sell	65,072 -1,513	-2%	-$772K	0.98%	42
2025 Q2	$33.1M	Sell	66,585 -1,783	-3%	-$774K	0.97%	44
2025 Q1	$25.7M	Sell	68,368 -2,718	-4%	-$1.11M	0.77%	53
2024 Q4	$30M	Sell	71,086 -1,458	-2%	-$621K	0.85%	50
2024 Q3	$31.2M	Sell	72,544 -1,331	-2%	-$569K	0.83%	51
2024 Q2	$33M	Sell	73,875 -30	-0%	-$12.7K	0.93%	47
2024 Q1	$31.1M	Sell	73,905 -5,670	-7%	-$2.3M	0.81%	52
2023 Q4	$29.9M	Sell	79,575 -2,355	-3%	-$838K	0.79%	51
2023 Q3	$25.9M	Sell	81,930 -17,135	-17%	-$5.66M	0.72%	51
2023 Q2	$33.7M	Sell	99,065 -6,876	-6%	-$2.15M	0.88%	49
2023 Q1	$30.5M	Sell	105,941 -2,264	-2%	-$578K	0.81%	45
2022 Q4	$25.9M	Sell	108,205 -6,355	-6%	-$1.53M	0.67%	51
2022 Q3	$26.7M	Sell	114,560 -8,263	-7%	-$2.18M	0.73%	49
2022 Q2	$31.5M	Sell	122,823 -19,376	-14%	-$5.26M	0.8%	46
2022 Q1	$43.8M	Sell	142,199 -1,793	-1%	-$539K	0.93%	47
2021 Q4	$48.4M	Sell	143,992 -5,535	-4%	-$1.79M	0.96%	46
2021 Q3	$42.2M	Sell	149,527 -5,172	-3%	-$1.5M	0.88%	50
2021 Q2	$41.9M	Sell	154,699 -4,064	-3%	-$1.03M	0.84%	52
2021 Q1	$37.4M	Buy	158,763 +9,568	+6%	+$2.22M	0.79%	55
2020 Q4	$33.2M	Buy	149,195 +976	+0.7%	+$210K	0.76%	53
2020 Q3	$31.2M	Sell	148,219 -62,001	-29%	-$13M	0.79%	53
2020 Q2	$42.8M	Sell	210,220 -5,137	-2%	-$932K	1.1%	34
2020 Q1	$34M	Sell	215,357 -8,854	-4%	-$1.46M	1.01%	41
2019 Q4	$35.4M	Sell	224,211 -2,981	-1%	-$438K	0.77%	56
2019 Q3	$31.6M	Sell	227,192 -21,851	-9%	-$3M	1.14%	26
2019 Q2	$33.4M	Sell	249,043 -11,861	-5%	-$1.51M	1.21%	25
2019 Q1	$30.8K	Sell	260,904 -14,835	-5%	-$1.62M	0.65%	31
2018 Q4	$28M	Sell	275,739 -24,815	-8%	-$2.66M	1.14%	25
2018 Q3	$34.4M	Sell	300,554 -9,515	-3%	-$1.03M	1.25%	23
2018 Q2	$30.6M	Sell	310,069 -30,971	-9%	-$3M	1.12%	26
2018 Q1	$31.1M	Sell	341,040 -5,858	-2%	-$536K	1.08%	26
2017 Q4	$29.7M	Sell	346,898 -1,354	-0.4%	-$111K	1.05%	31
2017 Q3	$25.9M	Sell	348,252 -20,261	-5%	-$1.48M	0.93%	40
2017 Q2	$25.4M	Sell	368,513 -82,384	-18%	-$5.66M	0.93%	40
2017 Q1	$29.7M	Sell	450,897 -7,843	-2%	-$503K	1.03%	34
2016 Q4	$28.5M	Sell	458,740 -17,161	-4%	-$1.03M	1.08%	36
2016 Q3	$27.4M	Sell	475,901 -7,766	-2%	-$438K	0.92%	39
2016 Q2	$24.7M	Sell	483,667 -9,453	-2%	-$491K	0.63%	66
2016 Q1	$27.2M	Sell	493,120 -7,205	-1%	-$378K	0.65%	63
2015 Q4	$27.8M	Sell	500,325 -3,734	-0.7%	-$196K	0.7%	63
2015 Q3	$22.3M	Sell	504,059 -2,682	-0.5%	-$120K	0.57%	71
2015 Q2	$22.4M	Buy	506,741 +218	+0%	+$9.95K	0.5%	76
2015 Q1	$20.6M	Buy	506,523 +8,956	+2%	+$390K	0.45%	82
2014 Q4	$23.1M	Sell	497,567 -28,097	-5%	-$1.32M	0.47%	80
2014 Q3	$24.4M	Sell	525,664 -127,174	-19%	-$5.67M	0.5%	76
2014 Q2	$27.2M	Sell	652,838 -18,925	-3%	-$766K	0.52%	73
2014 Q1	$27.5M	Sell	671,763 -37,248	-5%	-$1.4M	0.55%	71
2013 Q4	$26.5M	Buy	709,011 +53,865	+8%	+$1.96M	0.53%	72
2013 Q3	$21.8M	Sell	655,146 -25,829	-4%	-$850K	0.47%	75
2013 Q2	$23.5M	Buy	+680,975	New	+$22.3M	0.5%	65

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Anchor Capital Advisors's MSFT Position: Q1 2026 in Review

Anchor Capital Advisors increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $2.98M and bringing the position to 71,416 shares worth $26.4M. The position accounts for 0.75% of the portfolio, ranked #55.

Anchor Capital Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.4M in Q4 2021. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Anchor Capital Advisors held 71,416 shares of Microsoft worth $26.4M as of Q1 2026.
Anchor Capital Advisors bought 7,121 Microsoft shares in Q1 2026, an estimated $2.98M.
Microsoft made up 0.75% of Anchor Capital Advisors's portfolio in Q1 2026, its #55 holding.
Anchor Capital Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
Anchor Capital Advisors's Microsoft position peaked at $48.4M in Q4 2021.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.