Carl Stuart Investment Advisor’s Microsoft MSFT Stock Holding History

Carl Stuart Investment Advisor’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	$974K	Buy	2,632 +1,035	+65%	+$433K	0.43%	12
2025 Q4	$772K	Hold	1,597	–	–	0.7%	8
2025 Q3	$827K	Hold	1,597	–	–	0.78%	7
2025 Q2	$794K	Buy	1,597 +1	+0.1%	+$434	0.41%	8
2025 Q1	$599K	Hold	1,596	–	–	0.34%	8
2024 Q4	$673K	Buy	1,596 +1	+0.1%	+$426	0.36%	11
2024 Q3	$687K	Hold	1,595	–	–	0.39%	8
2024 Q2	$713K	Hold	1,595	–	–	0.45%	8
2024 Q1	$671K	Sell	1,595 -403	-20%	-$163K	0.44%	8
2023 Q4	$751K	Hold	1,998	–	–	0.51%	15
2023 Q3	$643K	Hold	1,998	–	–	0.52%	11
2023 Q2	$680K	Buy	+1,998	New	+$626K	0.52%	10
2023 Q1	–	Sell	-1,897	Closed	-$455K	–	49
2022 Q4	$455K	Hold	1,897	–	–	0.42%	12
2022 Q3	$473K	Hold	1,897	–	–	0.42%	12
2022 Q2	$509K	Sell	1,897 -214	-10%	-$58.1K	0.44%	10
2022 Q1	$6.51M	Sell	2,111 -649	-24%	-$195K	0.47%	9
2021 Q4	$928K	Buy	+2,760	New	+$895K	0.67%	8

Other funds holding MSFT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carl Stuart Investment Advisor's MSFT Position: Q1 2026 in Review

Carl Stuart Investment Advisor increased its Microsoft (MSFT) stake by 65% in Q1 2026, buying an estimated $433K and bringing the position to 2,632 shares worth $974K. The position accounts for 0.43% of the portfolio, ranked #12.

Carl Stuart Investment Advisor first reported a position in MSFT in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.51M in Q1 2022. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Carl Stuart Investment Advisor held 2,632 shares of Microsoft worth $974K as of Q1 2026.
Carl Stuart Investment Advisor bought 1,035 Microsoft shares in Q1 2026, an estimated $433K.
Microsoft made up 0.43% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #12 holding.
Carl Stuart Investment Advisor first reported a position in Microsoft in Q4 2021 and has held it in 17 quarters since.
Carl Stuart Investment Advisor's Microsoft position peaked at $6.51M in Q1 2022.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.