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Benchmark Investment Advisors’s Microsoft MSFT Stock Holding History

Benchmark 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 		$3.98M Buy
+10,761
New +$4.5M 2.32% 10
2025
Q3 		$5.65M Buy
+10,908
New +$5.56M 3.28% 4
2025
Q1 		$5.64M Sell
15,032
-424
-3% -$173K 3.66% 3
2024
Q4 		$6.51M Buy
15,456
+2,135
+16% +$909K 4.24% 2
2024
Q3 		$5.73M Buy
13,321
+94
+0.7% +$40.2K 4.08% 2
2024
Q2 		$5.91M Sell
13,227
-528
-4% -$223K 4.28% 2
2024
Q1 		$5.79M Buy
13,755
+74
+0.5% +$30K 4.57% 3
2023
Q4 		$5.14M Buy
13,681
+128
+0.9% +$45.6K 4.77% 3
2023
Q3 		$4.28M Sell
13,553
-105
-0.8% -$34.7K 4.32% 3
2023
Q2 		$4.65M Sell
13,658
-521
-4% -$163K 4.29% 3
2023
Q1 		$4.09M Sell
14,179
-2,317
-14% -$591K 4.2% 3
2022
Q4 		$3.96M Sell
16,496
-133
-0.8% -$31.9K 4.18% 3
2022
Q3 		$3.87M Sell
16,629
-1,011
-6% -$267K 4.17% 3
2022
Q2 		$4.53M Buy
17,640
+1,453
+9% +$394K 4.72% 2
2022
Q1 		$4.99M Buy
16,187
+1,571
+11% +$473K 3.75% 3
2021
Q4 		$4.92M Buy
+14,616
New +$4.74M 4.05% 3

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

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

Benchmark Investment Advisors opened a new position in Microsoft (MSFT) in Q1 2026: 10,761 shares worth $3.98M. The stake represents 2.32% of the portfolio and ranks #10 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in MSFT as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.51M in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Benchmark Investment Advisors held 10,761 shares of Microsoft worth $3.98M as of Q1 2026.
  • Microsoft was a new Benchmark Investment Advisors position in Q1 2026.
  • Microsoft made up 2.32% of Benchmark Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • Benchmark Investment Advisors first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Microsoft position peaked at $6.51M in Q4 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.