Avant Capital’s Microsoft MSFT Stock Holding History

Avant Capital’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	$614K	Sell	1,659 -66	-4%	-$27.6K	0.43%	43
2025 Q4	$834K	Sell	1,725 -1	-0.1%	-$501	0.57%	36
2025 Q3	$894K	Buy	1,726 +16	+0.9%	+$8.16K	0.63%	35
2025 Q2	$851K	Buy	1,710 +565	+49%	+$245K	0.66%	33
2025 Q1	$430K	Sell	1,145 -9	-0.8%	-$3.67K	0.36%	45
2024 Q4	$487K	Buy	+1,154	New	+$492K	0.4%	39
2023 Q3	$332K	Buy	1,050 +2	+0.2%	+$661	0.38%	44
2023 Q2	$357K	Buy	1,048 +20	+2%	+$6.27K	0.39%	42
2023 Q1	$296K	Buy	1,028 +3	+0.3%	+$765	0.34%	47
2022 Q4	$246K	Buy	1,025 +2	+0.2%	+$480	0.3%	50
2022 Q3	$238K	Buy	1,023 +21	+2%	+$5.54K	0.32%	47
2022 Q2	$257K	Buy	1,002 +50	+5%	+$13.6K	0.33%	45
2022 Q1	$294K	Buy	952 +2	+0.2%	+$602	0.33%	46
2021 Q4	$320K	Buy	+950	New	+$308K	0.35%	42

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

Avant Capital's MSFT Position: Q1 2026 in Review

Avant Capital reduced its Microsoft (MSFT) stake by 3.8% in Q1 2026, selling an estimated $27.6K and leaving 1,659 shares worth $614K. The position accounts for 0.43% of the portfolio, ranked #43.

Avant Capital first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. The position peaked at $894K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Avant Capital held 1,659 shares of Microsoft worth $614K as of Q1 2026.
Avant Capital sold 66 Microsoft shares in Q1 2026, an estimated $27.6K.
Microsoft made up 0.43% of Avant Capital's portfolio in Q1 2026, its #43 holding.
Avant Capital first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Microsoft position peaked at $894K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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