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Axiom Advisory’s Microsoft MSFT Stock Holding History

Axiom Advisory’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
2024
Q3 		$48.4M Buy
113,167
+7,002
+7% +$2.99M 0.45% 23
2024
Q2 		$44.9M Buy
106,165
+104,490
+6,238% +$44.1M 0.49% 21
2024
Q1 		$705K Buy
1,675
+1
+0.1% +$405 0.52% 21
2023
Q4 		$629K Buy
1,674
+201
+14% +$71.5K 0.51% 22
2023
Q3 		$465K Buy
1,473
+741
+101% +$245K 0.42% 24
2023
Q2 		$249K Buy
732
+1
+0.1% +$313 0.22% 28
2023
Q1 		$210K Sell
731
-238
-25% -$60.7K 0.2% 29
2022
Q4 		$232K Sell
969
-8
-0.8% -$1.92K 0.25% 24
2022
Q3 		$227K Buy
977
+19
+2% +$5.02K 0.27% 25
2022
Q2 		$245K Buy
+958
New +$260K 0.27% 26

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Axiom Advisory's MSFT Position: Q3 2024 in Review

Axiom Advisory increased its Microsoft (MSFT) stake by 6.6% in Q3 2024, buying an estimated $2.99M and bringing the position to 113,167 shares worth $48.4M. The position accounts for 0.45% of the portfolio, ranked #23.

Axiom Advisory first reported a position in MSFT in Q2 2022 and has held it in 10 quarters since. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

  • Axiom Advisory held 113,167 shares of Microsoft worth $48.4M as of Q3 2024.
  • Axiom Advisory bought 7,002 Microsoft shares in Q3 2024, an estimated $2.99M.
  • Microsoft made up 0.45% of Axiom Advisory's portfolio in Q3 2024, its #23 holding.
  • Axiom Advisory first reported a position in Microsoft in Q2 2022 and has held it in 10 quarters since.
  • 5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.