Center For Asset Management
MSFT icon

Center For Asset Management’s Microsoft MSFT Stock Holding History

Center For Asset Management’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
Q3 		$6.88M Buy
13,411
+911
+7% +$421K 3.1% 4
2026
Q2 		$4.66M Sell
12,500
-4
-0% -$1.62K 2.07% 10
2026
Q1 		$4.63M Buy
12,504
+2,822
+29% +$1.18M 2.3% 9
2025
Q4 		$4.68M Sell
9,682
-5,589
-37% -$2.8M 2.45% 9
2025
Q3 		$7.91M Sell
15,271
-242
-2% -$123K 4.22% 4
2025
Q2 		$6.59M Sell
15,513
-67
-0.4% -$29.1K 4.06% 5
2025
Q1 		$5.85M Sell
15,580
-302
-2% -$123K 3.58% 6
2024
Q4 		$6.69M Buy
15,882
+853
+6% +$363K 4.33% 5
2024
Q3 		$6.47M Buy
15,029
+277
+2% +$118K 3.86% 5
2024
Q2 		$6.59M Buy
14,752
+996
+7% +$421K 4.36% 4
2024
Q1 		$5.79M Buy
13,756
+837
+6% +$339K 4.74% 6
2023
Q4 		$4.86M Buy
12,919
+3,778
+41% +$1.34M 4.43% 6
2023
Q3 		$2.89M Buy
9,141
+723
+9% +$239K 2.88% 10
2023
Q2 		$2.87M Buy
8,418
+4,183
+99% +$1.31M 2.71% 9
2023
Q1 		$1.22M Sell
4,235
-282
-6% -$71.9K 1.19% 18
2022
Q4 		$1.08M Buy
4,517
+475
+12% +$114K 1.01% 22
2022
Q3 		$941K Buy
4,042
+63
+2% +$16.6K 0.94% 21
2022
Q2 		$1.02M Sell
3,979
-1,376
-26% -$373K 0.95% 19
2022
Q1 		$1.65M Sell
5,355
-1,090
-17% -$328K 1.28% 23
2021
Q4 		$2.17M Buy
6,445
+2,122
+49% +$688K 1.6% 17
2021
Q3 		$1.22M Buy
4,323
+152
+4% +$44.2K 1.03% 29
2021
Q2 		$1.13M Buy
4,171
+294
+8% +$74.7K 0.97% 29
2021
Q1 		$914K Buy
3,877
+79
+2% +$18.3K 0.88% 31
2020
Q4 		$845K Buy
+3,798
New +$817K 0.84% 34

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Center For Asset Management's MSFT Position: Q3 2026 in Review

Center For Asset Management increased its Microsoft (MSFT) stake by 7.3% in Q3 2026, buying an estimated $421K and bringing the position to 13,411 shares worth $6.88M. The position accounts for 3.1% of the portfolio, ranked #4.

Center For Asset Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.91M in Q3 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Center For Asset Management held 13,411 shares of Microsoft worth $6.88M as of Q3 2026.
  • Center For Asset Management bought 911 Microsoft shares in Q3 2026, an estimated $421K.
  • Microsoft made up 3.1% of Center For Asset Management's portfolio in Q3 2026, its #4 holding.
  • Center For Asset Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Center For Asset Management's Microsoft position peaked at $7.91M in Q3 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Center For Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.