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Baron Silver Stevens Financial Advisors’s Microsoft MSFT Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$4.96M Sell
13,409
-299
-2% -$125K 0.72% 30
2025
Q4 		$6.63M Sell
13,708
-4,089
-23% -$2.05M 0.96% 24
2025
Q3 		$9.22M Buy
17,797
+4,686
+36% +$2.39M 1.35% 20
2025
Q2 		$6.52M Buy
13,111
+482
+4% +$209K 1.04% 23
2025
Q1 		$4.74M Sell
12,629
-529
-4% -$216K 0.83% 25
2024
Q4 		$5.55M Buy
13,158
+157
+1% +$66.9K 0.94% 23
2024
Q3 		$5.59M Sell
13,001
-339
-3% -$145K 0.98% 23
2024
Q2 		$5.96M Sell
13,340
-758
-5% -$320K 1.13% 22
2024
Q1 		$5.93M Buy
14,098
+1,551
+12% +$628K 1.15% 22
2023
Q4 		$4.72M Sell
12,547
-691
-5% -$246K 0.99% 23
2023
Q3 		$4.18M Buy
13,238
+603
+5% +$199K 0.95% 23
2023
Q2 		$4.3M Sell
12,635
-406
-3% -$127K 0.94% 23
2023
Q1 		$3.76M Buy
13,041
+398
+3% +$102K 0.98% 23
2022
Q4 		$3.03M Buy
12,643
+9
+0.1% +$2.16K 0.75% 24
2022
Q3 		$0 Sell
12,634
-2,875
-19% -$759K ﹤0.01% 134
2022
Q2 		$3.98M Buy
15,509
+3,353
+28% +$910K 1.03% 23
2022
Q1 		$3.75M Buy
12,156
+940
+8% +$283K 0.88% 24
2021
Q4 		$3.77M Buy
11,216
+402
+4% +$130K 0.89% 22
2021
Q3 		$3.05M Sell
10,814
-2,048
-16% -$596K 0.81% 22
2021
Q2 		$3.48M Buy
12,862
+3,095
+32% +$787K 0.95% 22
2021
Q1 		$2.3M Buy
9,767
+89
+0.9% +$20.6K 1.25% 12
2020
Q4 		$2.15M Buy
+9,678
New +$2.08M 0.74% 18

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

Baron Silver Stevens Financial Advisors's MSFT Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Microsoft (MSFT) stake by 2.2% in Q1 2026, selling an estimated $125K and leaving 13,409 shares worth $4.96M. The position accounts for 0.72% of the portfolio, ranked #30.

Baron Silver Stevens Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.22M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 13,409 shares of Microsoft worth $4.96M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors sold 299 Microsoft shares in Q1 2026, an estimated $125K.
  • Microsoft made up 0.72% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Baron Silver Stevens Financial Advisors's Microsoft position peaked at $9.22M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.