D.A. Davidson & Co’s Microsoft MSFT Stock Holding History

D.A. Davidson & Co’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	$130K	Hold	20	–	–	﹤0.01%	1527
2025 Q4	$34.5K	Buy	+20	New	+$10K	﹤0.01%	1504
2025 Q1	–	Sell	-50	Closed	-$60.3K	–	1458
2024 Q4	$60.3K	Hold	50	–	–	﹤0.01%	1388
2024 Q3	$26.6K	Hold	50	–	–	﹤0.01%	1365
2024 Q2	$33K	Buy	+50	New	+$21.1K	﹤0.01%	1350
2023 Q3	–	Sell	-1	Closed	-$1.68K	–	1368
2023 Q2	$1.68K	Buy	+1	New	+$313	﹤0.01%	1338
2023 Q1	–	Sell	-5	Closed	-$18.3K	–	1390
2022 Q4	$18.3K	Buy	+5	New	+$1.2K	﹤0.01%	1301

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.A. Davidson & Co's MSFT Position: Q1 2026 in Review

D.A. Davidson & Co increased its Microsoft (MSFT) stake by 4.9% in Q1 2026, buying an estimated $17.1M and bringing the position to 885,003 shares worth $328M. The position accounts for 1.99% of the portfolio, ranked #6.

D.A. Davidson & Co first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $432M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

D.A. Davidson & Co held 885,003 shares of Microsoft worth $328M as of Q1 2026.
D.A. Davidson & Co bought 40,941 Microsoft shares in Q1 2026, an estimated $17.1M.
Microsoft made up 1.99% of D.A. Davidson & Co's portfolio in Q1 2026, its #6 holding.
D.A. Davidson & Co first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
D.A. Davidson & Co's Microsoft position peaked at $432M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.