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Coign Capital Advisors’s Microsoft MSFT Stock Holding History

Coign Capital 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 		$1.57M Buy
4,241
+714
+20% +$299K 0.82% 22
2025
Q4 		$1.71M Buy
3,527
+394
+13% +$197K 0.89% 21
2025
Q3 		$1.62M Sell
3,133
-481
-13% -$245K 0.89% 23
2025
Q2 		$1.8M Buy
3,614
+100
+3% +$43.4K 1.22% 18
2025
Q1 		$1.32M Buy
3,514
+121
+4% +$49.3K 1.01% 18
2024
Q4 		$1.43M Buy
+3,393
New +$1.45M 1.32% 18

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

Coign Capital Advisors's MSFT Position: Q1 2026 in Review

Coign Capital Advisors increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $299K and bringing the position to 4,241 shares worth $1.57M. The position accounts for 0.82% of the portfolio, ranked #22.

Coign Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Coign Capital Advisors held 4,241 shares of Microsoft worth $1.57M as of Q1 2026.
  • Coign Capital Advisors bought 714 Microsoft shares in Q1 2026, an estimated $299K.
  • Microsoft made up 0.82% of Coign Capital Advisors's portfolio in Q1 2026, its #22 holding.
  • Coign Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Coign Capital Advisors's Microsoft position peaked at $1.8M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Coign Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.