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AXS Investments’s Microsoft MSFT Stock Holding History

AXS Investments’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 		$3.83M Sell
10,354
-580
-5% -$243K 1.55% 11
2025
Q4 		$5.29M Sell
10,934
-147
-1% -$73.7K 1.82% 8
2025
Q3 		$5.74M Sell
11,081
-3,867
-26% -$1.97M 1.81% 10
2025
Q2 		$7.44M Buy
14,948
+508
+4% +$221K 3.05% 1
2025
Q1 		$5.42M Sell
14,440
-35
-0.2% -$14.3K 1.5% 11
2024
Q4 		$6.1M Buy
14,475
+1,097
+8% +$467K 1.7% 5
2024
Q3 		$5.76M Sell
13,378
-2,024
-13% -$865K 1.53% 3
2024
Q2 		$6.88M Sell
15,402
-7,529
-33% -$3.18M 1.92% 2
2024
Q1 		$9.65M Buy
22,931
+3,242
+16% +$1.31M 2.31% 1
2023
Q4 		$7.4M Sell
19,689
-2,419
-11% -$861K 1.78% 3
2023
Q3 		$6.98M Sell
22,108
-624
-3% -$206K 1.8% 2
2023
Q2 		$7.74M Sell
22,732
-3,525
-13% -$1.1M 2.07% 2
2023
Q1 		$7.57M Sell
26,257
-1,839
-7% -$469K 2.5% 1
2022
Q4 		$6.74M Sell
28,096
-1,343
-5% -$322K 2.41% 1
2022
Q3 		$6.86M Sell
29,439
-473
-2% -$125K 2.67% 1
2022
Q2 		$7.68M Sell
29,912
-7,180
-19% -$1.95M 2.73% 1
2022
Q1 		$11.4M Sell
37,092
-10,729
-22% -$3.23M 4.56% 2
2021
Q4 		$16.1M Buy
47,821
+43,129
+919% +$14M 3.81% 4
2021
Q3 		$1.32M Sell
4,692
-46,184
-91% -$13.4M 0.5% 29
2021
Q2 		$13.8M Buy
50,876
+19,074
+60% +$4.85M 4.2% 1
2021
Q1 		$7.5M Buy
+31,802
New +$7.38M 2.66% 6

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

AXS Investments's MSFT Position: Q1 2026 in Review

AXS Investments reduced its Microsoft (MSFT) stake by 5.3% in Q1 2026, selling an estimated $243K and leaving 10,354 shares worth $3.83M. The position accounts for 1.55% of the portfolio, ranked #11.

AXS Investments first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.1M in Q4 2021. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • AXS Investments held 10,354 shares of Microsoft worth $3.83M as of Q1 2026.
  • AXS Investments sold 580 Microsoft shares in Q1 2026, an estimated $243K.
  • Microsoft made up 1.55% of AXS Investments's portfolio in Q1 2026, its #11 holding.
  • AXS Investments first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Microsoft position peaked at $16.1M in Q4 2021.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.