Breakthru Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
VCM
VPM
Breakthru Advisory Services's MSFT Position: Q1 2026 in Review
Breakthru Advisory Services reduced its Microsoft (MSFT) stake by 5.6% in Q1 2026, selling an estimated $139K and leaving 5,556 shares worth $2.06M. The position accounts for 3.3% of the portfolio, ranked #10.
Breakthru Advisory Services first reported a position in MSFT in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.97M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Breakthru Advisory Services held 5,556 shares of Microsoft worth $2.06M as of Q1 2026.
- Breakthru Advisory Services sold 331 Microsoft shares in Q1 2026, an estimated $139K.
- Microsoft made up 3.3% of Breakthru Advisory Services's portfolio in Q1 2026, its #10 holding.
- Breakthru Advisory Services first reported a position in Microsoft in Q4 2024 and has held it in 4 quarters since.
- Breakthru Advisory Services's Microsoft position peaked at $2.97M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.