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Cahill Financial Advisors’s Microsoft MSFT Stock Holding History

Cahill Financial 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 		$4.2M Buy
11,339
+57
+0.5% +$23.9K 0.45% 43
2025
Q4 		$5.46M Sell
11,282
-181
-2% -$90.7K 0.6% 29
2025
Q3 		$5.94M Buy
11,463
+220
+2% +$112K 0.68% 27
2025
Q2 		$5.59M Sell
11,243
-250
-2% -$109K 0.69% 28
2025
Q1 		$4.31M Sell
11,493
-266
-2% -$108K 0.59% 30
2024
Q4 		$4.96M Sell
11,759
-189
-2% -$80.5K 0.67% 27
2024
Q3 		$5.14M Buy
11,948
+115
+1% +$49.2K 0.7% 27
2024
Q2 		$5.29M Sell
11,833
-42
-0.4% -$17.7K 0.72% 28
2024
Q1 		$5M Sell
11,875
-3,584
-23% -$1.45M 0.68% 32
2023
Q4 		$5.81M Buy
15,459
+4,432
+40% +$1.58M 0.86% 25
2023
Q3 		$3.48M Sell
11,027
-14
-0.1% -$4.63K 0.58% 35
2023
Q2 		$3.76M Buy
11,041
+42
+0.4% +$13.2K 0.61% 34
2023
Q1 		$3.17M Buy
10,999
+734
+7% +$187K 0.56% 38
2022
Q4 		$2.46M Sell
10,265
-549
-5% -$132K 0.47% 45
2022
Q3 		$2.52M Buy
10,814
+737
+7% +$195K 0.53% 47
2022
Q2 		$2.59M Sell
10,077
-788
-7% -$214K 0.55% 46
2022
Q1 		$3.35M Sell
10,865
-41
-0.4% -$12.3K 0.63% 44
2021
Q4 		$3.67M Sell
10,906
-893
-8% -$290K 0.71% 39
2021
Q3 		$3.33M Buy
11,799
+39
+0.3% +$11.3K 0.68% 36
2021
Q2 		$3.19M Sell
11,760
-733
-6% -$186K 0.72% 34
2021
Q1 		$2.95M Sell
12,493
-68
-0.5% -$15.8K 0.72% 34
2020
Q4 		$2.79M Buy
12,561
+778
+7% +$167K 0.7% 34
2020
Q3 		$2.48M Buy
11,783
+162
+1% +$34K 0.89% 27
2020
Q2 		$2.37M Sell
11,621
-4,056
-26% -$736K 0.91% 25
2020
Q1 		$2.47M Sell
15,677
-237
-1% -$39K 1.15% 24
2019
Q4 		$2.51M Buy
15,914
+9
+0.1% +$1.32K 0.91% 32
2019
Q3 		$2.21M Buy
15,905
+404
+3% +$55.6K 0.86% 34
2019
Q2 		$2.08M Buy
15,501
+394
+3% +$50K 0.82% 32
2019
Q1 		$1.78M Sell
15,107
-571
-4% -$62.3K 0.74% 40
2018
Q4 		$1.59M Buy
15,678
+137
+0.9% +$14.7K 0.8% 37
2018
Q3 		$1.78M Buy
15,541
+24
+0.2% +$2.6K 0.78% 35
2018
Q2 		$1.53M Sell
15,517
-695
-4% -$67.4K 0.71% 43
2018
Q1 		$1.48M Buy
16,212
+399
+3% +$36.5K 0.71% 43
2017
Q4 		$1.35M Buy
15,813
+136
+0.9% +$11.2K 0.68% 42
2017
Q3 		$1.17M Buy
15,677
+1,398
+10% +$102K 0.62% 44
2017
Q2 		$985K Sell
14,279
-13
-0.1% -$892 0.55% 47
2017
Q1 		$942K Buy
14,292
+4
+0% +$256 0.54% 46
2016
Q4 		$888K Buy
14,288
+1,404
+11% +$84.4K 0.54% 44
2016
Q3 		$743K Buy
12,884
+1,873
+17% +$106K 0.48% 51
2016
Q2 		$564K Buy
11,011
+5,802
+111% +$301K 0.39% 63
2016
Q1 		$288K Sell
5,209
-158
-3% -$8.28K 0.22% 93
2015
Q4 		$298K Buy
5,367
+5
+0.1% +$263 0.24% 84
2015
Q3 		$238K Sell
5,362
-644
-11% -$28.9K 0.19% 96
2015
Q2 		$266K Buy
6,006
+6
+0.1% +$274 0.2% 92
2015
Q1 		$244K Sell
6,000
-34
-0.6% -$1.48K 0.19% 91
2014
Q4 		$281K Buy
6,034
+6
+0.1% +$282 0.22% 88
2014
Q3 		$280K Buy
6,028
+160
+3% +$7.14K 0.22% 92
2014
Q2 		$245K Sell
5,868
-75
-1% -$3.04K 0.19% 99
2014
Q1 		$244K Sell
5,943
-417
-7% -$15.7K 0.21% 94
2013
Q4 		$238K Buy
+6,360
New +$231K 0.21% 96

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

Cahill Financial Advisors's MSFT Position: Q1 2026 in Review

Cahill Financial Advisors increased its Microsoft (MSFT) stake by 0.51% in Q1 2026, buying an estimated $23.9K and bringing the position to 11,339 shares worth $4.2M. The position accounts for 0.45% of the portfolio, ranked #43.

Cahill Financial Advisors first reported a position in MSFT in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.94M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cahill Financial Advisors held 11,339 shares of Microsoft worth $4.2M as of Q1 2026.
  • Cahill Financial Advisors bought 57 Microsoft shares in Q1 2026, an estimated $23.9K.
  • Microsoft made up 0.45% of Cahill Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Cahill Financial Advisors first reported a position in Microsoft in Q4 2013 and has held it in 50 quarters since.
  • Cahill Financial Advisors's Microsoft position peaked at $5.94M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.