Avalon Advisory Group’s Microsoft MSFT Stock Holding History

Avalon Advisory Group’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	$398K	Hold	1,074	–	–	0.16%	9
2025 Q4	$519K	Sell	1,074 -285	-21%	-$143K	0.21%	9
2025 Q3	$704K	Hold	1,359	–	–	0.29%	13
2025 Q2	$676K	Sell	1,359 -22	-2%	-$9.55K	0.29%	12
2025 Q1	$518K	Hold	1,381	–	–	0.24%	13
2024 Q4	$582K	Hold	1,381	–	–	0.27%	12
2024 Q3	$594K	Hold	1,381	–	–	0.27%	12
2024 Q2	$617K	Hold	1,381	–	–	0.29%	11
2024 Q1	$581K	Buy	+1,381	New	+$559K	0.28%	10
2022 Q4	–	Sell	-1,495	Closed	-$348K	–	9
2022 Q3	$348K	Buy	1,495 +74	+5%	+$19.5K	0.22%	8
2022 Q2	$365K	Buy	+1,421	New	+$386K	0.22%	8

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

Avalon Advisory Group's MSFT Position: Q1 2026 in Review

Avalon Advisory Group held its Microsoft (MSFT) position steady in Q1 2026 at 1,074 shares worth $398K. The position accounts for 0.16% of the portfolio, ranked #9.

Avalon Advisory Group first reported a position in MSFT in Q2 2022 and has held it in 11 quarters since. The position peaked at $704K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Avalon Advisory Group held 1,074 shares of Microsoft worth $398K as of Q1 2026.
Avalon Advisory Group left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.16% of Avalon Advisory Group's portfolio in Q1 2026, its #9 holding.
Avalon Advisory Group first reported a position in Microsoft in Q2 2022 and has held it in 11 quarters since.
Avalon Advisory Group's Microsoft position peaked at $704K in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Avalon Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.