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BHK Investment Advisors’s Microsoft MSFT Stock Holding History

BHK 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 		$1.58M Buy
4,266
+246
+6% +$103K 0.53% 24
2025
Q4 		$1.94M Buy
4,020
+1,131
+39% +$567K 0.64% 21
2025
Q3 		$1.5M Hold
2,889
– – 0.56% 24
2025
Q2 		$1.44M Sell
2,889
-73
-2% -$31.7K 0.56% 24
2025
Q1 		$1.11M Buy
2,962
+45
+2% +$18.3K 0.47% 25
2024
Q4 		$1.23M Sell
2,917
-95
-3% -$40.5K 0.46% 26
2024
Q3 		$1.3M Sell
3,012
-351
-10% -$150K 0.48% 24
2024
Q2 		$1.5M Buy
3,363
+332
+11% +$140K 0.59% 21
2024
Q1 		$1.28M Buy
3,031
+1,327
+78% +$537K 0.49% 25
2023
Q4 		$641K Sell
1,704
-1,152
-40% -$410K 0.37% 25
2023
Q3 		$902K Sell
2,856
-75
-3% -$24.8K 0.41% 23
2023
Q2 		$998K Sell
2,931
-115
-4% -$36K 0.43% 27
2023
Q1 		$878K Buy
3,046
+1,043
+52% +$266K 0.38% 29
2022
Q4 		$480K Sell
2,003
-272
-12% -$65.3K 0.27% 31
2022
Q3 		$530K Buy
2,275
+135
+6% +$35.6K 0.27% 29
2022
Q2 		$549K Buy
2,140
+181
+9% +$49.1K 0.25% 33
2022
Q1 		$604K Buy
1,959
+25
+1% +$7.52K 0.25% 29
2021
Q4 		$650K Buy
1,934
+115
+6% +$37.3K 0.26% 29
2021
Q3 		$513K Sell
1,819
-20
-1% -$5.82K 0.21% 30
2021
Q2 		$498K Buy
1,839
+209
+13% +$53.1K 0.2% 32
2021
Q1 		$363K Hold
1,630
– – 0.17% 46
2020
Q4 		$363K Buy
1,630
+348
+27% +$74.8K 0.17% 44
2020
Q3 		$270K Buy
1,282
+107
+9% +$22.5K 0.15% 51
2020
Q2 		$239K Buy
+1,175
New +$213K 0.14% 53
2020
Q1 		– Sell
-1,855
Closed -$293K – 59
2019
Q4 		$293K Sell
1,855
-297
-14% -$43.6K 0.17% 47
2019
Q3 		$299K Sell
2,152
-1,000
-32% -$138K 0.17% 62
2019
Q2 		$422K Buy
3,152
+455
+17% +$57.8K 0.24% 56
2019
Q1 		$318K Buy
+2,697
New +$294K 0.19% 69

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

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

BHK Investment Advisors increased its Microsoft (MSFT) stake by 6.1% in Q1 2026, buying an estimated $103K and bringing the position to 4,266 shares worth $1.58M. The position accounts for 0.53% of the portfolio, ranked #24.

BHK Investment Advisors first reported a position in MSFT in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.94M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BHK Investment Advisors held 4,266 shares of Microsoft worth $1.58M as of Q1 2026.
  • BHK Investment Advisors bought 246 Microsoft shares in Q1 2026, an estimated $103K.
  • Microsoft made up 0.53% of BHK Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • BHK Investment Advisors first reported a position in Microsoft in Q1 2019 and has held it in 28 quarters since.
  • BHK Investment Advisors's Microsoft position peaked at $1.94M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.