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Anchor Investment Management’s Microsoft MSFT Stock Holding History

Anchor Investment Management’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
2022
Q4 		– Sell
-200
Closed -$47 – 969
2022
Q3 		$47 Hold
200
– – ﹤0.01% 973
2022
Q2 		$51 Hold
200
– – ﹤0.01% 963
2022
Q1 		$62 Sell
200
-100
-33% -$30.1K ﹤0.01% 981
2021
Q4 		$101 Buy
+300
New +$97.3K ﹤0.01% 995

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

Anchor Investment Management's MSFT Position: Q1 2026 in Review

Anchor Investment Management reduced its Microsoft (MSFT) stake by 2.1% in Q1 2026, selling an estimated $906K and leaving 101,787 shares worth $37.7M. The position accounts for 3.14% of the portfolio, ranked #1.

Anchor Investment Management first reported a position in MSFT in Q1 2016 and has held it in 41 quarters since. The position peaked at $53.4M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Anchor Investment Management held 101,787 shares of Microsoft worth $37.7M as of Q1 2026.
  • Anchor Investment Management sold 2,166 Microsoft shares in Q1 2026, an estimated $906K.
  • Microsoft made up 3.14% of Anchor Investment Management's portfolio in Q1 2026, its #1 holding.
  • Anchor Investment Management first reported a position in Microsoft in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Microsoft position peaked at $53.4M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.