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Benjamin Edwards Inc’s Microsoft MSFT Stock Holding History

Benjamin Edwards Inc’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 		$150M Buy
405,561
+11,774
+3% +$4.93M 1.49% 3
2025
Q4 		$191M Buy
393,787
+40,104
+11% +$20.1M 2.11% 2
2025
Q3 		$183M Buy
353,683
+32,058
+10% +$16.4M 2.07% 2
2025
Q2 		$160M Buy
321,625
+21,656
+7% +$9.4M 2.04% 2
2025
Q1 		$113M Sell
299,969
-18,604
-6% -$7.58M 1.57% 2
2024
Q4 		$134M Buy
318,573
+9,336
+3% +$3.98M 1.92% 2
2024
Q3 		$133M Buy
309,237
+266,766
+628% +$114M 1.94% 2
2024
Q2 		$19M Buy
42,471
+1,059
+3% +$447K 3.65% 2
2024
Q1 		$17.4M Buy
41,412
+1,402
+4% +$568K 3.46% 2
2023
Q4 		$15M Sell
40,010
-448
-1% -$159K 3.28% 1
2023
Q3 		$12.8M Buy
40,458
+1,058
+3% +$350K 3.02% 1
2023
Q2 		$13.4M Buy
39,400
+426
+1% +$134K 3.12% 2
2023
Q1 		$11.2M Buy
38,974
+2,570
+7% +$656K 2.74% 2
2022
Q4 		$8.73M Buy
36,404
+2,444
+7% +$587K 2.3% 3
2022
Q3 		$7.91M Buy
33,960
+2,572
+8% +$679K 2.37% 2
2022
Q2 		$8.06M Buy
31,388
+7,803
+33% +$2.12M 2.37% 2
2022
Q1 		$7.27M Buy
23,585
+4,294
+22% +$1.29M 2.11% 2
2021
Q4 		$6.49M Buy
19,291
+13,419
+229% +$4.35M 2.1% 3
2021
Q3 		$1.66M Buy
5,872
+1,385
+31% +$403K 1.01% 18
2021
Q2 		$1.22M Buy
4,487
+259
+6% +$65.8K 0.84% 25
2021
Q1 		$997K Sell
4,228
-604
-13% -$140K 0.76% 43
2020
Q4 		$1.07M Sell
4,832
-1,784
-27% -$384K 0.83% 32
2020
Q3 		$1.39M Buy
6,616
+1,374
+26% +$289K 1.15% 18
2020
Q2 		$1.07M Buy
5,242
+1,335
+34% +$242K 0.89% 31
2020
Q1 		$616K Buy
3,907
+3,712
+1,904% +$610K 0.64% 56
2019
Q4 		$31K Buy
195
+85
+77% +$12.5K 0.06% 147
2019
Q3 		$15K Sell
110
-14
-11% -$1.93K 0.03% 188
2019
Q2 		$17K Hold
124
– – 0.04% 175
2019
Q1 		$15K Buy
+124
New +$13.5K 0.07% 180

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

Benjamin Edwards Inc's MSFT Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Microsoft (MSFT) stake by 3% in Q1 2026, buying an estimated $4.93M and bringing the position to 405,561 shares worth $150M. The position accounts for 1.49% of the portfolio, ranked #3.

Benjamin Edwards Inc first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $191M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Benjamin Edwards Inc held 405,561 shares of Microsoft worth $150M as of Q1 2026.
  • Benjamin Edwards Inc bought 11,774 Microsoft shares in Q1 2026, an estimated $4.93M.
  • Microsoft made up 1.49% of Benjamin Edwards Inc's portfolio in Q1 2026, its #3 holding.
  • Benjamin Edwards Inc first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's Microsoft position peaked at $191M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.