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Angeles Investment Advisors’s Microsoft MSFT Stock Holding History

Angeles 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
2025
Q1 		– Sell
-11,091
Closed -$4.67M – 138
2024
Q4 		$4.67M Sell
11,091
-2,986
-21% -$1.27M 0.23% 24
2024
Q3 		$6.06M Sell
14,077
-820
-6% -$351K 0.31% 23
2024
Q2 		$6.66M Buy
14,897
+2,984
+25% +$1.26M 0.34% 22
2024
Q1 		$5.01M Sell
11,913
-8,708
-42% -$3.53M 0.27% 26
2023
Q4 		$7.75M Buy
20,621
+10,729
+108% +$3.82M 0.47% 20
2023
Q3 		$3.12M Buy
9,892
+3,544
+56% +$1.17M 0.24% 22
2023
Q2 		$2.16M Buy
6,348
+2,620
+70% +$821K 0.18% 23
2023
Q1 		$1.07M Sell
3,728
-384
-9% -$98K 0.09% 29
2022
Q4 		$986K Buy
4,112
+3,146
+326% +$755K 0.08% 25
2022
Q3 		$225K Sell
966
-3,444
-78% -$909K 0.02% 38
2022
Q2 		$1.13M Sell
4,410
-340
-7% -$92.3K 0.1% 20
2022
Q1 		$1.46M Sell
4,750
-52,234
-92% -$15.7M 0.1% 24
2021
Q4 		$19.2M Buy
56,984
+1,998
+4% +$648K 0.95% 16
2021
Q3 		$15.5M Buy
54,986
+12,332
+29% +$3.59M 0.9% 17
2021
Q2 		$11.6M Buy
42,654
+10,814
+34% +$2.75M 0.72% 20
2021
Q1 		$7.51M Buy
31,840
+195
+0.6% +$45.2K 0.58% 15
2020
Q4 		$7.04M Buy
31,645
+180
+0.6% +$38.7K 0.71% 14
2020
Q3 		$6.62M Buy
31,465
+1,180
+4% +$248K 0.83% 12
2020
Q2 		$6.16M Sell
30,285
-6,144
-17% -$1.12M 0.87% 11
2020
Q1 		$6.45M Sell
36,429
-7,433
-17% -$1.22M 1.74% 7
2019
Q4 		$6.92M Buy
43,862
+15,109
+53% +$2.22M 1.39% 3
2019
Q3 		$4M Buy
28,753
+7,340
+34% +$1.01M 0.86% 7
2019
Q2 		$2.87M Buy
21,413
+5,583
+35% +$709K 0.7% 9
2019
Q1 		$1.87M Buy
15,830
+1,759
+13% +$192K 1.77% 9
2018
Q4 		$1.43M Buy
+14,071
New +$1.51M 1.24% 15

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Angeles Investment Advisors's MSFT Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 11,091 shares — an estimated $4.67M sold.

Angeles Investment Advisors first reported a position in MSFT in Q4 2018 and held it in 25 quarters. The position peaked at $19.2M in Q4 2021. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 11,091 Microsoft shares in Q1 2025, an estimated $4.67M.
  • Angeles Investment Advisors first reported a position in Microsoft in Q4 2018 and held it in 25 quarters.
  • Angeles Investment Advisors's Microsoft position peaked at $19.2M in Q4 2021.
  • 5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.