Continuum Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.7M | Buy |
53,285
+1,458
| +3% | +$610K | 1.89% | 9 |
|
|
2025
Q4 | $25.1M | Buy |
51,827
+7,166
| +16% | +$3.59M | 2.51% | 7 |
|
|
2025
Q3 | $23.1M | Sell |
44,661
-756
| -2% | -$386K | 2.45% | 7 |
|
|
2025
Q2 | $22.6M | Buy |
45,417
+2,142
| +5% | +$930K | 2.72% | 5 |
|
|
2025
Q1 | $16.2M | Sell |
43,275
-548
| -1% | -$223K | 2.09% | 7 |
|
|
2024
Q4 | $18.5M | Buy |
43,823
+202
| +0.5% | +$86K | 2.37% | 5 |
|
|
2024
Q3 | $18.6M | Buy |
43,621
+3,493
| +9% | +$1.49M | 2.38% | 5 |
|
|
2024
Q2 | $17.9M | Buy |
40,128
+5
| +0% | +$2.11K | 2.59% | 4 |
|
|
2024
Q1 | $16.5M | Sell |
40,123
-5,143
| -11% | -$2.08M | 2.48% | 4 |
|
|
2023
Q4 | $17M | Sell |
45,266
-2,784
| -6% | -$991K | 2.42% | 5 |
|
|
2023
Q3 | $15.2M | Sell |
48,050
-1,840
| -4% | -$608K | 2.43% | 3 |
|
|
2023
Q2 | $17M | Buy |
49,890
+685
| +1% | +$215K | 2.7% | 3 |
|
|
2023
Q1 | $14.2M | Buy |
49,205
+403
| +0.8% | +$103K | 2.41% | 3 |
|
|
2022
Q4 | $11.7M | Sell |
48,802
-373
| -0.8% | -$89.5K | 2.11% | 3 |
|
|
2022
Q3 | $11.5M | Buy |
49,175
+2,846
| +6% | +$751K | 2.02% | 5 |
|
|
2022
Q2 | $11.9M | Buy |
46,329
+4,534
| +11% | +$1.23M | 2.16% | 3 |
|
|
2022
Q1 | $11.6M | Buy |
41,795
+14,396
| +53% | +$4.33M | 2.2% | 4 |
|
|
2021
Q4 | $9.21M | Sell |
27,399
-673
| -2% | -$218K | 2.07% | 5 |
|
|
2021
Q3 | $7.91M | Buy |
28,072
+1,012
| +4% | +$294K | 2.12% | 5 |
|
|
2021
Q2 | $7.33M | Buy |
27,060
+7,179
| +36% | +$1.82M | 2.28% | 5 |
|
|
2021
Q1 | $5.16M | Buy |
19,881
+8,788
| +79% | +$2.04M | 2.15% | 8 |
|
|
2020
Q4 | $2.47M | Buy |
11,093
+1,029
| +10% | +$221K | 1.12% | 26 |
|
|
2020
Q3 | $2.14M | Buy |
10,064
+3,624
| +56% | +$761K | 1.17% | 23 |
|
|
2020
Q2 | $1.32M | Buy |
6,440
+422
| +7% | +$76.6K | 0.83% | 37 |
|
|
2020
Q1 | $915K | Buy |
6,018
+595
| +11% | +$97.8K | 0.62% | 45 |
|
|
2019
Q4 | $855K | Buy |
5,423
+89
| +2% | +$13.1K | 0.5% | 51 |
|
|
2019
Q3 | $731K | Buy |
5,334
+449
| +9% | +$61.7K | 0.49% | 50 |
|
|
2019
Q2 | $663K | Buy |
4,885
+363
| +8% | +$46.1K | 0.46% | 55 |
|
|
2019
Q1 | $538K | Sell |
4,522
-1,096
| -20% | -$120K | 0.4% | 66 |
|
|
2018
Q4 | $571K | Buy |
5,618
+1,561
| +38% | +$167K | 0.42% | 62 |
|
|
2018
Q3 | $469K | Sell |
4,057
-68
| -2% | -$7.37K | 0.31% | 75 |
|
|
2018
Q2 | $407K | Sell |
4,125
-360
| -8% | -$34.9K | 0.3% | 83 |
|
|
2018
Q1 | $409K | Sell |
4,485
-2,233
| -33% | -$204K | 0.34% | 76 |
|
|
2017
Q4 | $575K | Buy |
6,718
+399
| +6% | +$32.7K | 0.44% | 51 |
|
|
2017
Q3 | $471K | Sell |
6,319
-90
| -1% | -$6.57K | 0.41% | 59 |
|
|
2017
Q2 | $442K | Buy |
6,409
+1,960
| +44% | +$135K | 0.44% | 63 |
|
|
2017
Q1 | $293K | Buy |
+4,449
| New | +$285K | 0.35% | 81 |
|
Other funds holding MSFT
VCM
VPM
Continuum Advisory's MSFT Position: Q1 2026 in Review
Continuum Advisory increased its Microsoft (MSFT) stake by 2.8% in Q1 2026, buying an estimated $610K and bringing the position to 53,285 shares worth $19.7M. The position accounts for 1.89% of the portfolio, ranked #9.
Continuum Advisory first reported a position in MSFT in Q1 2017 and has held it in 37 quarters since. The position peaked at $25.1M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Continuum Advisory held 53,285 shares of Microsoft worth $19.7M as of Q1 2026.
- Continuum Advisory bought 1,458 Microsoft shares in Q1 2026, an estimated $610K.
- Microsoft made up 1.89% of Continuum Advisory's portfolio in Q1 2026, its #9 holding.
- Continuum Advisory first reported a position in Microsoft in Q1 2017 and has held it in 37 quarters since.
- Continuum Advisory's Microsoft position peaked at $25.1M in Q4 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.