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Droms Strauss Advisors’s Microsoft MSFT Stock Holding History

Droms Strauss 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 		$2.91M Buy
7,859
+64
+0.8% +$26.8K 0.76% 27
2025
Q4 		$3.77M Sell
7,795
-43
-0.5% -$21.5K 0.99% 23
2025
Q3 		$4.06M Sell
7,838
-249
-3% -$127K 1.18% 20
2025
Q2 		$4.02M Sell
8,087
-26
-0.3% -$11.3K 1.23% 19
2025
Q1 		$3.05M Sell
8,113
-768
-9% -$313K 1.05% 21
2024
Q4 		$3.74M Sell
8,881
-560
-6% -$239K 1.22% 19
2024
Q3 		$4.06M Sell
9,441
-526
-5% -$225K 1.44% 16
2024
Q2 		$4.46M Buy
9,967
+5,199
+109% +$2.2M 1.61% 10
2024
Q1 		$2.01M Buy
4,768
+66
+1% +$26.7K 0.73% 22
2023
Q4 		$1.77M Sell
4,702
-647
-12% -$230K 0.69% 24
2023
Q3 		$1.69M Sell
5,349
-96
-2% -$31.7K 0.73% 21
2023
Q2 		$1.84M Sell
5,445
-16
-0.3% -$5.01K 0.77% 22
2023
Q1 		$1.57M Buy
5,461
+15
+0.3% +$3.83K 0.71% 23
2022
Q4 		$1.3M Buy
5,446
+18
+0.3% +$4.32K 0.6% 30
2022
Q3 		$1.27M Buy
5,428
+1,307
+32% +$345K 0.63% 27
2022
Q2 		$1.06M Sell
4,121
-442
-10% -$120K 0.53% 25
2022
Q1 		$1.43M Buy
4,563
+179
+4% +$53.9K 0.72% 16
2021
Q4 		$1.47M Hold
4,384
– – 0.65% 18
2021
Q3 		$1.24M Sell
4,384
-160
-4% -$46.6K 0.59% 17
2021
Q2 		$1.1M Sell
4,544
-31,011
-87% -$7.88M 0.52% 20
2021
Q1 		$8.38M Buy
35,555
+129
+0.4% +$29.9K 4.12% 7
2020
Q4 		$7.88M Buy
35,426
+598
+2% +$129K 4.57% 6
2020
Q3 		$7.33M Buy
34,828
+203
+0.6% +$42.6K 4.33% 7
2020
Q2 		$7.05M Sell
34,625
-260
-0.7% -$47.2K 4.84% 6
2020
Q1 		$5.5M Buy
34,885
+30,450
+687% +$5.01M 4.58% 8
2019
Q4 		$699K Buy
4,435
+1,390
+46% +$204K 0.52% 23
2019
Q3 		$425K Sell
3,045
-59
-2% -$8.11K 0.34% 28
2019
Q2 		$416K Buy
3,104
+14
+0.5% +$1.78K 0.31% 33
2019
Q1 		$364K Buy
3,090
+451
+17% +$49.2K 0.28% 32
2018
Q4 		$269K Buy
+2,639
New +$283K 0.25% 29

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

Droms Strauss Advisors's MSFT Position: Q1 2026 in Review

Droms Strauss Advisors increased its Microsoft (MSFT) stake by 0.82% in Q1 2026, buying an estimated $26.8K and bringing the position to 7,859 shares worth $2.91M. The position accounts for 0.76% of the portfolio, ranked #27.

Droms Strauss Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.38M in Q1 2021. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Droms Strauss Advisors held 7,859 shares of Microsoft worth $2.91M as of Q1 2026.
  • Droms Strauss Advisors bought 64 Microsoft shares in Q1 2026, an estimated $26.8K.
  • Microsoft made up 0.76% of Droms Strauss Advisors's portfolio in Q1 2026, its #27 holding.
  • Droms Strauss Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Droms Strauss Advisors's Microsoft position peaked at $8.38M in Q1 2021.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.