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Delos Wealth Advisors’s Microsoft MSFT Stock Holding History

Delos Wealth 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 		$5.42M Buy
14,636
+1,116
+8% +$467K 3.1% 8
2025
Q4 		$6.54M Buy
13,520
+9
+0.1% +$4.51K 4.31% 6
2025
Q3 		$7M Sell
13,511
-228
-2% -$116K 4.71% 2
2025
Q2 		$6.83M Sell
13,739
-220
-2% -$95.5K 5.32% 2
2025
Q1 		$5.24M Buy
13,959
+272
+2% +$111K 4.15% 6
2024
Q4 		$5.77M Buy
13,687
+3,383
+33% +$1.44M 4.6% 4
2024
Q3 		$4.43M Buy
10,304
+3,936
+62% +$1.68M 3.86% 3
2024
Q2 		$2.85M Buy
6,368
+2,375
+59% +$1M 2.75% 10
2024
Q1 		$1.68M Buy
3,993
+524
+15% +$212K 1.89% 23
2023
Q4 		$1.3M Sell
3,469
-466
-12% -$166K 1.89% 22
2023
Q3 		$1.29M Sell
3,935
-54
-1% -$17.8K 1.56% 23
2023
Q2 		$1.36M Sell
3,989
-171
-4% -$53.6K 1.73% 21
2023
Q1 		$1.2M Sell
4,160
-1,095
-21% -$279K 1.52% 25
2022
Q4 		$1.26M Sell
5,255
-1,353
-20% -$325K 1.94% 18
2022
Q3 		$1.54M Buy
6,608
+232
+4% +$61.3K 1.84% 25
2022
Q2 		$1.64M Buy
6,376
+85
+1% +$23.1K 1.83% 24
2022
Q1 		$1.94M Sell
6,291
-105
-2% -$31.6K 1.91% 28
2021
Q4 		$2.15M Buy
6,396
+598
+10% +$194K 2.05% 21
2021
Q3 		$1.63M Sell
5,798
-1,069
-16% -$311K 1.8% 22
2021
Q2 		$1.86M Buy
+6,867
New +$1.75M 2.32% 16

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

Delos Wealth Advisors's MSFT Position: Q1 2026 in Review

Delos Wealth Advisors increased its Microsoft (MSFT) stake by 8.3% in Q1 2026, buying an estimated $467K and bringing the position to 14,636 shares worth $5.42M. The position accounts for 3.1% of the portfolio, ranked #8.

Delos Wealth Advisors first reported a position in MSFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $7M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Delos Wealth Advisors held 14,636 shares of Microsoft worth $5.42M as of Q1 2026.
  • Delos Wealth Advisors bought 1,116 Microsoft shares in Q1 2026, an estimated $467K.
  • Microsoft made up 3.1% of Delos Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Delos Wealth Advisors first reported a position in Microsoft in Q2 2021 and has held it in 20 quarters since.
  • Delos Wealth Advisors's Microsoft position peaked at $7M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.