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CBIZ Investment Advisory Services’s Microsoft MSFT Stock Holding History

CBIZ Investment Advisory Services’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 		$667K Sell
1,803
-1,547
-46% -$647K 0.02% 28
2025
Q4 		$1.62M Buy
3,350
+984
+42% +$493K 0.06% 22
2025
Q3 		$1.23M Buy
2,366
+132
+6% +$67.3K 0.05% 22
2025
Q2 		$1.11M Buy
2,234
+217
+11% +$94.2K 0.05% 20
2025
Q1 		$757K Buy
2,017
+497
+33% +$203K 0.04% 26
2024
Q4 		$641K Buy
1,520
+37
+2% +$15.8K 0.03% 28
2024
Q3 		$638K Sell
1,483
-2,103
-59% -$899K 0.03% 25
2024
Q2 		$1.6M Buy
3,586
+48
+1% +$20.3K 0.09% 20
2024
Q1 		$1.49M Buy
3,538
+325
+10% +$132K 0.1% 22
2023
Q4 		$1.21M Buy
3,213
+546
+20% +$194K 0.09% 23
2023
Q3 		$842K Hold
2,667
– – 0.08% 19
2023
Q2 		$908K Sell
2,667
-50
-2% -$15.7K 0.08% 18
2023
Q1 		$783K Sell
2,717
-2,101
-44% -$536K 0.07% 19
2022
Q4 		$1.16M Buy
4,818
+1,326
+38% +$318K 0.45% 21
2022
Q3 		$813K Hold
3,492
– – 0.82% 17
2022
Q2 		$897K Sell
3,492
-1,731
-33% -$470K 0.08% 24
2022
Q1 		$1.61M Buy
5,223
+1,754
+51% +$528K 0.13% 10
2021
Q4 		$1.17M Buy
+3,469
New +$1.12M 0.09% 23
2021
Q3 		– Hold
0
– – – 21
2021
Q2 		– Hold
0
– – – 21
2021
Q1 		– Hold
0
– – – 20
2020
Q4 		– Hold
0
– – – 13
2020
Q3 		– Hold
0
– – – 14
2020
Q2 		– Hold
0
– – – 13
2020
Q1 		– Hold
0
– – – 14
2019
Q4 		– Hold
0
– – – 17

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

CBIZ Investment Advisory Services's MSFT Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Microsoft (MSFT) stake by 46% in Q1 2026, selling an estimated $647K and leaving 1,803 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #28.

CBIZ Investment Advisory Services first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • CBIZ Investment Advisory Services held 1,803 shares of Microsoft worth $667K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 1,547 Microsoft shares in Q1 2026, an estimated $647K.
  • Microsoft made up 0.02% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #28 holding.
  • CBIZ Investment Advisory Services first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • CBIZ Investment Advisory Services's Microsoft position peaked at $1.62M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.