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DCM Advisors’s Microsoft MSFT Stock Holding History

DCM 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 		$12.3M Sell
33,314
-976
-3% -$408K 5.59% 1
2025
Q4 		$16.5M Sell
34,290
-127
-0.4% -$63.6K 6.86% 1
2025
Q3 		$17.8M Sell
34,417
-2,103
-6% -$1.07M 7.5% 1
2025
Q2 		$18.1M Buy
36,520
+2,187
+6% +$950K 7.77% 1
2025
Q1 		$12.7M Sell
34,333
-5,928
-15% -$2.42M 6.78% 2
2024
Q4 		$16.8M Buy
40,261
+6,713
+20% +$2.86M 7.9% 2
2024
Q3 		$14.4M Buy
33,548
+61
+0.2% +$26.1K 7.27% 1
2024
Q2 		$15M Sell
33,487
-9,389
-22% -$3.97M 7.9% 1
2024
Q1 		$18M Sell
42,876
-10,818
-20% -$4.38M 7.44% 1
2023
Q4 		$20.2M Sell
53,694
-1,793
-3% -$638K 7.24% 1
2023
Q3 		$17.5M Sell
55,487
-1,571
-3% -$519K 7.92% 2
2023
Q2 		$19.4M Sell
57,058
-1,137
-2% -$356K 8.33% 2
2023
Q1 		$16.8M Sell
58,195
-724
-1% -$185K 7.81% 2
2022
Q4 		$14.1M Sell
58,919
-2,198
-4% -$527K 6.85% 2
2022
Q3 		$14.2M Sell
61,117
-7,996
-12% -$2.11M 7.15% 2
2022
Q2 		$17.8M Sell
69,113
-3,700
-5% -$1M 7.68% 2
2022
Q1 		$22.4M Sell
72,813
-5,749
-7% -$1.73M 7.94% 2
2021
Q4 		$26.4M Buy
78,562
+24,239
+45% +$7.86M 7.79% 2
2021
Q3 		$15.3M Buy
54,323
+27,107
+100% +$7.89M 5.9% 2
2021
Q2 		$7.37M Sell
27,216
-5,712
-17% -$1.45M 4.18% 2
2021
Q1 		$7.76M Sell
32,928
-3,016
-8% -$700K 4.52% 2
2020
Q4 		$8M Buy
+35,944
New +$7.73M 4.66% 2

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

DCM Advisors's MSFT Position: Q1 2026 in Review

DCM Advisors reduced its Microsoft (MSFT) stake by 2.8% in Q1 2026, selling an estimated $408K and leaving 33,314 shares worth $12.3M. The position accounts for 5.59% of the portfolio, ranked #1.

DCM Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $26.4M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • DCM Advisors held 33,314 shares of Microsoft worth $12.3M as of Q1 2026.
  • DCM Advisors sold 976 Microsoft shares in Q1 2026, an estimated $408K.
  • Microsoft made up 5.59% of DCM Advisors's portfolio in Q1 2026, its #1 holding.
  • DCM Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • DCM Advisors's Microsoft position peaked at $26.4M in Q4 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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