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Bell Investment Advisors’s Microsoft MSFT Stock Holding History

Bell Investment 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 		$2.04M Buy
5,517
+1,148
+26% +$480K 0.32% 41
2025
Q4 		$2.11M Sell
4,369
-12
-0.3% -$6.01K 0.33% 40
2025
Q3 		$2.27M Sell
4,381
-158
-3% -$80.6K 0.37% 36
2025
Q2 		$2.26M Buy
4,539
+324
+8% +$141K 0.39% 34
2025
Q1 		$1.58M Sell
4,215
-21
-0.5% -$8.56K 0.29% 36
2024
Q4 		$1.79M Sell
4,236
-150
-3% -$63.9K 0.33% 36
2024
Q3 		$1.89M Buy
4,386
+12
+0.3% +$5.13K 0.35% 36
2024
Q2 		$1.95M Buy
4,374
+7
+0.2% +$2.96K 0.38% 35
2024
Q1 		$1.84M Buy
4,367
+82
+2% +$33.2K 0.36% 36
2023
Q4 		$1.61M Buy
4,285
+249
+6% +$88.6K 0.33% 39
2023
Q3 		$1.27M Buy
4,036
+1,005
+33% +$332K 0.29% 40
2023
Q2 		$1.03M Buy
3,031
+270
+10% +$84.6K 0.23% 44
2023
Q1 		$796K Sell
2,761
-19
-0.7% -$4.85K 0.19% 46
2022
Q4 		$667K Buy
2,780
+551
+25% +$132K 0.17% 47
2022
Q3 		$519K Buy
2,229
+213
+11% +$56.2K 0.16% 46
2022
Q2 		$518K Buy
+2,016
New +$547K 0.16% 46
2021
Q4 		$796K Buy
2,368
+22
+0.9% +$7.13K 0.22% 42
2021
Q3 		$661K Buy
+2,346
New +$683K 0.2% 45

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

Bell Investment Advisors's MSFT Position: Q1 2026 in Review

Bell Investment Advisors increased its Microsoft (MSFT) stake by 26% in Q1 2026, buying an estimated $480K and bringing the position to 5,517 shares worth $2.04M. The position accounts for 0.32% of the portfolio, ranked #41.

Bell Investment Advisors first reported a position in MSFT in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.27M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bell Investment Advisors held 5,517 shares of Microsoft worth $2.04M as of Q1 2026.
  • Bell Investment Advisors bought 1,148 Microsoft shares in Q1 2026, an estimated $480K.
  • Microsoft made up 0.32% of Bell Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Bell Investment Advisors first reported a position in Microsoft in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Microsoft position peaked at $2.27M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.