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Camarda Financial Advisors’s Microsoft MSFT Stock Holding History

Camarda 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 		$3.6M Buy
9,730
+1,538
+19% +$644K 1.9% 8
2025
Q4 		$3.96M Sell
8,192
-288
-3% -$144K 1.51% 14
2025
Q3 		$4.39M Buy
8,480
+625
+8% +$319K 1.62% 14
2025
Q2 		$3.91M Sell
7,855
-317
-4% -$138K 1.54% 14
2025
Q1 		$3.07M Sell
8,172
-108
-1% -$44K 1.38% 15
2024
Q4 		$3.49M Buy
8,280
+367
+5% +$156K 1.31% 16
2024
Q3 		$3.41M Buy
7,913
+73
+0.9% +$31.2K 1.28% 17
2024
Q2 		$3.5M Buy
7,840
+5,043
+180% +$2.13M 1.38% 19
2024
Q1 		$1.18M Sell
2,797
-878
-24% -$355K 0.48% 54
2023
Q4 		$1.38M Buy
3,675
+145
+4% +$51.6K 0.6% 52
2023
Q3 		$1.11M Sell
3,530
-616
-15% -$204K 0.72% 49
2023
Q2 		$1.41M Buy
4,146
+866
+26% +$271K 0.7% 47
2023
Q1 		$946K Sell
3,280
-21
-0.6% -$5.36K 0.71% 45
2022
Q4 		$792K Sell
3,301
-135
-4% -$32.4K 0.8% 55
2022
Q3 		$800K Buy
3,436
+570
+20% +$151K 0.94% 23
2022
Q2 		$736K Buy
2,866
+292
+11% +$79.3K 0.73% 28
2022
Q1 		$794K Sell
2,574
-305
-11% -$91.8K 0.38% 66
2021
Q4 		$968K Buy
2,879
+524
+22% +$170K 0.55% 22
2021
Q3 		$664K Sell
2,355
-54
-2% -$15.7K 0.45% 51
2021
Q2 		$653K Buy
2,409
+280
+13% +$71.2K 0.4% 61
2021
Q1 		$502K Buy
2,129
+54
+3% +$12.5K 0.36% 72
2020
Q4 		$462K Buy
2,075
+83
+4% +$17.8K 0.39% 59
2020
Q3 		$419K Sell
1,992
-3,669
-65% -$771K 0.51% 40
2020
Q2 		$1.15M Buy
5,661
+2,899
+105% +$526K 1.61% 17
2020
Q1 		$436K Buy
2,762
+970
+54% +$160K 2.2% 22
2019
Q4 		$283K Sell
1,792
-200
-10% -$29.4K 0.6% 44
2019
Q3 		$277K Sell
1,992
-685
-26% -$94.2K 0.65% 31
2019
Q2 		$359K Sell
2,677
-552
-17% -$70.1K 0.7% 30
2019
Q1 		$381K Buy
3,229
+1,224
+61% +$134K 0.73% 27
2018
Q4 		$204K Sell
2,005
-6,857
-77% -$735K 0.24% 42
2018
Q3 		$1.01M Buy
8,862
+937
+12% +$102K 1.15% 20
2018
Q2 		$781K Sell
7,925
-93
-1% -$9.01K 0.82% 32
2018
Q1 		$732K Sell
8,018
-818
-9% -$74.8K 0.76% 35
2017
Q4 		$756K Sell
8,836
-1,221
-12% -$100K 0.9% 31
2017
Q3 		$749K Sell
10,057
-720
-7% -$52.6K 0.81% 30
2017
Q2 		$743K Sell
10,777
-608
-5% -$41.7K 0.79% 32
2017
Q1 		$750K Buy
11,385
+9,380
+468% +$601K 0.73% 41
2016
Q4 		$125K Buy
2,005
+616
+44% +$37.1K 0.09% 101
2016
Q3 		$80K Hold
1,389
– – 0.05% 110
2016
Q2 		$71K Buy
1,389
+590
+74% +$30.7K 0.05% 120
2016
Q1 		$44K Sell
799
-3,529
-82% -$185K 0.03% 144
2015
Q4 		$240K Buy
+4,328
New +$228K 0.15% 87
2015
Q2 		– Sell
-1,080
Closed -$44K – 259
2015
Q1 		$44K Hold
1,080
– – 0.02% 141
2014
Q4 		$50K Sell
1,080
-868
-45% -$40.7K 0.03% 128
2014
Q3 		$90K Buy
1,948
+868
+80% +$38.7K 0.06% 99
2014
Q2 		$45K Sell
1,080
-5,210
-83% -$211K 0.03% 135
2014
Q1 		$258K Buy
+6,290
New +$236K 0.2% 68

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

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

Camarda Financial Advisors increased its Microsoft (MSFT) stake by 19% in Q1 2026, buying an estimated $644K and bringing the position to 9,730 shares worth $3.6M. The position accounts for 1.9% of the portfolio, ranked #8.

Camarda Financial Advisors first reported a position in MSFT in Q1 2014 and has held it in 47 quarters since. The position peaked at $4.39M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Camarda Financial Advisors held 9,730 shares of Microsoft worth $3.6M as of Q1 2026.
  • Camarda Financial Advisors bought 1,538 Microsoft shares in Q1 2026, an estimated $644K.
  • Microsoft made up 1.9% of Camarda Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • Camarda Financial Advisors first reported a position in Microsoft in Q1 2014 and has held it in 47 quarters since.
  • Camarda Financial Advisors's Microsoft position peaked at $4.39M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.