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Bluesphere Advisors’s Microsoft MSFT Stock Holding History

Bluesphere 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 		$5.79M Buy
15,633
+966
+7% +$404K 2.06% 7
2025
Q4 		$7.09M Buy
14,667
+2
+0% +$1K 3.14% 6
2025
Q3 		$7.6M Sell
14,665
-425
-3% -$217K 3.48% 5
2025
Q2 		$7.51M Sell
15,090
-20
-0.1% -$8.69K 3.74% 5
2025
Q1 		$5.67M Sell
15,110
-4,259
-22% -$1.74M 3.25% 5
2024
Q4 		$8.16M Sell
19,369
-310
-2% -$132K 4% 6
2024
Q3 		$8.47M Buy
19,679
+343
+2% +$147K 4.19% 5
2024
Q2 		$8.64M Buy
19,336
+1,130
+6% +$477K 4.4% 4
2024
Q1 		$7.66M Sell
18,206
-319
-2% -$129K 4.24% 4
2023
Q4 		$6.97M Buy
18,525
+172
+0.9% +$61.2K 4.32% 4
2023
Q3 		$5.79M Sell
18,353
-329
-2% -$109K 4.17% 4
2023
Q2 		$6.36M Sell
18,682
-136
-0.7% -$42.6K 4.44% 3
2023
Q1 		$5.43M Sell
18,818
-116
-0.6% -$29.6K 4.5% 4
2022
Q4 		$4.54M Sell
18,934
-825
-4% -$198K 4.03% 4
2022
Q3 		$4.6M Sell
19,759
-385
-2% -$102K 4.59% 4
2022
Q2 		$5.17M Buy
20,144
+620
+3% +$168K 5.02% 4
2022
Q1 		$6.02M Buy
19,524
+86
+0.4% +$25.9K 5.09% 4
2021
Q4 		$6.54M Buy
19,438
+12
+0.1% +$3.89K 5.43% 4
2021
Q3 		$5.48M Sell
19,426
-60
-0.3% -$17.5K 5.26% 3
2021
Q2 		$5.28M Buy
19,486
+746
+4% +$190K 4.67% 4
2021
Q1 		$4.42M Buy
18,740
+837
+5% +$194K 3.99% 7
2020
Q4 		$3.98M Buy
+17,903
New +$3.85M 4.27% 7

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

Bluesphere Advisors's MSFT Position: Q1 2026 in Review

Bluesphere Advisors increased its Microsoft (MSFT) stake by 6.6% in Q1 2026, buying an estimated $404K and bringing the position to 15,633 shares worth $5.79M. The position accounts for 2.06% of the portfolio, ranked #7.

Bluesphere Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.64M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bluesphere Advisors held 15,633 shares of Microsoft worth $5.79M as of Q1 2026.
  • Bluesphere Advisors bought 966 Microsoft shares in Q1 2026, an estimated $404K.
  • Microsoft made up 2.06% of Bluesphere Advisors's portfolio in Q1 2026, its #7 holding.
  • Bluesphere Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Bluesphere Advisors's Microsoft position peaked at $8.64M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.