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Bender Robert & Associates’s Microsoft MSFT Stock Holding History

Bender Robert & Associates’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 		$7.29M Sell
19,696
-216
-1% -$90.4K 1.75% 17
2025
Q4 		$9.63M Sell
19,912
-104
-0.5% -$52.1K 2% 17
2025
Q3 		$10.4M Sell
20,016
-303
-1% -$155K 2.24% 13
2025
Q2 		$10.1M Sell
20,319
-386
-2% -$168K 2.25% 16
2025
Q1 		$7.77M Buy
20,705
+506
+3% +$206K 1.96% 18
2024
Q4 		$8.51M Buy
20,199
+348
+2% +$148K 2.06% 17
2024
Q3 		$8.54M Buy
+19,851
New +$8.49M 1.81% 17
2024
Q2 		– Sell
-20,849
Closed -$8.8M – 71
2024
Q1 		$8.77M Buy
20,849
+497
+2% +$201K 2.06% 16
2023
Q4 		$7.65M Buy
20,352
+64
+0.3% +$22.8K 1.93% 18
2023
Q3 		$6.41M Buy
20,288
+353
+2% +$117K 1.87% 19
2023
Q2 		$6.79M Buy
19,935
+642
+3% +$201K 1.87% 18
2023
Q1 		$5.56M Buy
19,293
+6
+0% +$1.53K 1.72% 17
2022
Q4 		$4.63M Buy
19,287
+3
+0% +$720 1.73% 18
2022
Q3 		$4.49M Buy
19,284
+1,897
+11% +$501K 1.74% 16
2022
Q2 		$4.47M Buy
17,387
+50
+0.3% +$13.6K 1.71% 16
2022
Q1 		$5.34M Buy
17,337
+2,786
+19% +$838K 1.52% 17
2021
Q4 		$4.1M Hold
14,551
– – 1.18% 20
2021
Q3 		$4.1M Sell
14,551
-30
-0.2% -$8.73K 1.17% 20
2021
Q2 		$3.95M Buy
14,581
+1,811
+14% +$460K 1.12% 21
2021
Q1 		$3.01M Buy
12,770
+1,600
+14% +$371K 0.97% 24
2020
Q4 		$2.48M Buy
11,170
+48
+0.4% +$10.3K 0.79% 25
2020
Q3 		$2.34M Buy
11,122
+1,365
+14% +$287K 0.84% 25
2020
Q2 		$1.99M Buy
9,757
+7,340
+304% +$1.33M 0.79% 26
2020
Q1 		$381K Buy
2,417
+300
+14% +$49.3K 0.2% 39
2019
Q4 		$334K Hold
2,117
– – 0.15% 41
2019
Q3 		$294K Buy
2,117
+80
+4% +$11K 0.15% 42
2019
Q2 		$288K Buy
2,037
+150
+8% +$19K 0.14% 43
2019
Q1 		$223K Buy
+1,887
New +$206K 0.11% 48

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

Bender Robert & Associates's MSFT Position: Q1 2026 in Review

Bender Robert & Associates reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $90.4K and leaving 19,696 shares worth $7.29M. The position accounts for 1.75% of the portfolio, ranked #17.

Bender Robert & Associates first reported a position in MSFT in Q1 2019 and has held it in 28 quarters since. The position peaked at $10.4M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bender Robert & Associates held 19,696 shares of Microsoft worth $7.29M as of Q1 2026.
  • Bender Robert & Associates sold 216 Microsoft shares in Q1 2026, an estimated $90.4K.
  • Microsoft made up 1.75% of Bender Robert & Associates's portfolio in Q1 2026, its #17 holding.
  • Bender Robert & Associates first reported a position in Microsoft in Q1 2019 and has held it in 28 quarters since.
  • Bender Robert & Associates's Microsoft position peaked at $10.4M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.