Bison Wealth’s Microsoft MSFT Stock Holding History

Bison Wealth’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
2021 Q4	–	Sell	-600	Closed	-$169K	–	425
2021 Q3	$169K	Buy	+600	New	+$175K	0.08%	242

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bison Wealth's MSFT Position: Q4 2024 in Review

Bison Wealth reduced its Microsoft (MSFT) stake by 45% in Q4 2024, selling an estimated $8.72M and leaving 24,845 shares worth $10.5M. The position accounts for 2.31% of the portfolio, ranked #8.

Bison Wealth first reported a position in MSFT in Q4 2014 and has held it in 41 quarters since. The position peaked at $20M in Q2 2024. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Bison Wealth held 24,845 shares of Microsoft worth $10.5M as of Q4 2024.
Bison Wealth sold 20,467 Microsoft shares in Q4 2024, an estimated $8.72M.
Microsoft made up 2.31% of Bison Wealth's portfolio in Q4 2024, its #8 holding.
Bison Wealth first reported a position in Microsoft in Q4 2014 and has held it in 41 quarters since.
Bison Wealth's Microsoft position peaked at $20M in Q2 2024.
5,860 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.