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Aufman Associates’s Microsoft MSFT Stock Holding History

Aufman Associates’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 		$1.22M Buy
3,288
+1
+0% +$418 0.6% 15
2025
Q4 		$1.59M Sell
3,287
-17
-0.5% -$8.52K 0.81% 13
2025
Q3 		$1.71M Sell
3,304
-49
-1% -$25K 0.96% 13
2025
Q2 		$1.67M Buy
3,353
+219
+7% +$95.1K 1.03% 13
2025
Q1 		$1.18M Sell
3,134
-23
-0.7% -$9.38K 0.81% 14
2024
Q4 		$1.33M Sell
3,157
-16
-0.5% -$6.82K 0.9% 13
2024
Q3 		$1.37M Buy
3,173
+795
+33% +$340K 0.88% 14
2024
Q2 		$1.06M Buy
2,378
+164
+7% +$69.3K 0.76% 14
2024
Q1 		$931K Sell
2,214
-113
-5% -$45.7K 0.66% 14
2023
Q4 		$875K Sell
2,327
-73
-3% -$26K 0.66% 14
2023
Q3 		$758K Sell
2,400
-42
-2% -$13.9K 0.64% 16
2023
Q2 		$832K Sell
2,442
-126
-5% -$39.5K 0.69% 15
2023
Q1 		$740K Buy
2,568
+4
+0.2% +$1.02K 0.63% 15
2022
Q4 		$615K Buy
2,564
+31
+1% +$7.44K 0.57% 14
2022
Q3 		$590K Buy
2,533
+1
+0% +$264 0.62% 14
2022
Q2 		$650K Buy
2,532
+6
+0.2% +$1.63K 0.62% 13
2022
Q1 		$779K Sell
2,526
-432
-15% -$130K 0.61% 15
2021
Q4 		$995K Sell
2,958
-347
-10% -$113K 0.74% 14
2021
Q3 		$932K Sell
3,305
-24
-0.7% -$6.98K 0.77% 14
2021
Q2 		$902K Sell
3,329
-1,390
-29% -$353K 0.7% 15
2021
Q1 		$1.11M Buy
4,719
+251
+6% +$58.2K 0.93% 13
2020
Q4 		$994K Sell
4,468
-270
-6% -$58.1K 0.89% 13
2020
Q3 		$996K Sell
4,738
-240
-5% -$50.4K 1.07% 13
2020
Q2 		$1.01M Sell
4,978
-74
-1% -$13.4K 1.15% 13
2020
Q1 		$797K Sell
5,052
-561
-10% -$92.3K 1.1% 12
2019
Q4 		$885K Buy
+5,613
New +$825K 0.91% 11

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

Aufman Associates's MSFT Position: Q1 2026 in Review

Aufman Associates increased its Microsoft (MSFT) stake by 0.03% in Q1 2026, buying an estimated $418 and bringing the position to 3,288 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #15.

Aufman Associates first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.71M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Aufman Associates held 3,288 shares of Microsoft worth $1.22M as of Q1 2026.
  • Aufman Associates bought 1 Microsoft share in Q1 2026, an estimated $418.
  • Microsoft made up 0.6% of Aufman Associates's portfolio in Q1 2026, its #15 holding.
  • Aufman Associates first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Aufman Associates's Microsoft position peaked at $1.71M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.