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Coppell Advisory Solutions’s Microsoft MSFT Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-26,279
Closed -$12.8M – 237
2025
Q4 		$12.8M Buy
26,279
+5,593
+27% +$2.8M 1.26% 16
2025
Q3 		$10.6M Sell
20,686
-13,363
-39% -$6.82M 1.13% 17
2025
Q2 		$16.9M Buy
+34,049
New +$14.8M 2% 10
2025
Q1 		– Sell
-18,489
Closed -$7.85M – 1279
2024
Q4 		$7.85M Buy
18,489
+996
+6% +$424K 1.1% 14
2024
Q3 		$7.49M Sell
17,493
-1,448
-8% -$619K 1.1% 14
2024
Q2 		$8.47M Buy
+18,941
New +$8M 1.4% 12
2023
Q4 		$14.9M Buy
39,515
+28,569
+261% +$10.2M 2.96% 3
2023
Q3 		$2.63M Sell
10,946
-2,210
-17% -$730K 0.9% 24
2023
Q2 		$4.41M Sell
13,156
-3,117
-19% -$977K 1.25% 16
2023
Q1 		$4.62M Buy
16,273
+5,327
+49% +$1.36M 1.51% 10
2022
Q4 		$2.63M Buy
+10,946
New +$2.63M 0.89% 24
2020
Q4 		$2.14M Buy
+9,606
New +$2.07M 1.08% 20

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

Coppell Advisory Solutions's MSFT Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 26,279 shares — an estimated $12.8M sold.

Coppell Advisory Solutions first reported a position in MSFT in Q4 2020 and held it in 12 quarters. The position peaked at $16.9M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 26,279 Microsoft shares in Q1 2026, an estimated $12.8M.
  • Coppell Advisory Solutions first reported a position in Microsoft in Q4 2020 and held it in 12 quarters.
  • Coppell Advisory Solutions's Microsoft position peaked at $16.9M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.