Eldridge Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.47M | Sell |
6,680
-458
| -6% | -$192K | 0.54% | 36 |
|
|
2025
Q4 | $3.45M | Sell |
7,138
-41
| -0.6% | -$20.5K | 0.76% | 27 |
|
|
2025
Q3 | $3.72M | Buy |
7,179
+235
| +3% | +$120K | 0.85% | 28 |
|
|
2025
Q2 | $3.45M | Buy |
6,944
+281
| +4% | +$122K | 0.72% | 35 |
|
|
2025
Q1 | $2.5M | Sell |
6,663
-217
| -3% | -$88.5K | 0.58% | 41 |
|
|
2024
Q4 | $2.9M | Sell |
6,880
-614
| -8% | -$262K | 0.67% | 36 |
|
|
2024
Q3 | $3.22M | Buy |
7,494
+502
| +7% | +$215K | 0.76% | 31 |
|
|
2024
Q2 | $3.13M | Buy |
6,992
+415
| +6% | +$175K | 0.79% | 31 |
|
|
2024
Q1 | $2.77M | Buy |
6,577
+179
| +3% | +$72.5K | 0.71% | 33 |
|
|
2023
Q4 | $2.41M | Sell |
6,398
-113
| -2% | -$40.2K | 0.63% | 36 |
|
|
2023
Q3 | $2.06M | Sell |
6,511
-43
| -0.7% | -$14.2K | 0.68% | 29 |
|
|
2023
Q2 | $2.23M | Sell |
6,554
-69
| -1% | -$21.6K | 0.73% | 33 |
|
|
2023
Q1 | $1.91M | Sell |
6,623
-152
| -2% | -$38.8K | 0.66% | 37 |
|
|
2022
Q4 | $1.63M | Buy |
6,775
+151
| +2% | +$36.2K | 0.57% | 40 |
|
|
2022
Q3 | $1.54M | Sell |
6,624
-48
| -0.7% | -$12.7K | 0.6% | 37 |
|
|
2022
Q2 | $1.71M | Buy |
6,672
+11
| +0.2% | +$2.98K | 0.65% | 33 |
|
|
2022
Q1 | $2.05M | Sell |
6,661
-230
| -3% | -$69.2K | 0.69% | 28 |
|
|
2021
Q4 | $2.32M | Buy |
6,891
+1
| +0% | +$324 | 0.77% | 22 |
|
|
2021
Q3 | $1.94M | Sell |
6,890
-23
| -0.3% | -$6.69K | 0.69% | 29 |
|
|
2021
Q2 | $1.87M | Sell |
6,913
-19
| -0.3% | -$4.83K | 0.68% | 30 |
|
|
2021
Q1 | $1.63M | Sell |
6,932
-150
| -2% | -$34.8K | 0.63% | 30 |
|
|
2020
Q4 | $1.57M | Sell |
7,082
-7
| -0.1% | -$1.5K | 0.66% | 27 |
|
|
2020
Q3 | $1.49M | Buy |
7,089
+332
| +5% | +$69.7K | 0.7% | 27 |
|
|
2020
Q2 | $1.38M | Sell |
6,757
-67
| -1% | -$12.2K | 0.68% | 28 |
|
|
2020
Q1 | $1.08M | Sell |
6,824
-17
| -0.2% | -$2.8K | 0.61% | 31 |
|
|
2019
Q4 | $1.08M | Sell |
6,841
-372
| -5% | -$54.6K | 0.53% | 34 |
|
|
2019
Q3 | $1M | Sell |
7,213
-159
| -2% | -$21.9K | 0.52% | 33 |
|
|
2019
Q2 | $988K | Buy |
7,372
+3
| +0% | +$381 | 0.53% | 33 |
|
|
2019
Q1 | $869K | Buy |
7,369
+4
| +0.1% | +$436 | 0.47% | 35 |
|
|
2018
Q4 | $748K | Buy |
7,365
+684
| +10% | +$73.3K | 0.46% | 34 |
|
|
2018
Q3 | $764K | Buy |
6,681
+429
| +7% | +$46.5K | 0.49% | 29 |
|
|
2018
Q2 | $616K | Sell |
6,252
-879
| -12% | -$85.2K | 0.44% | 32 |
|
|
2018
Q1 | $650K | Buy |
7,131
+2,210
| +45% | +$202K | 0.49% | 30 |
|
|
2017
Q4 | $422K | Buy |
+4,921
| New | +$404K | 0.33% | 38 |
|
Other funds holding MSFT
VCM
VPM
Eldridge Investment Advisors's MSFT Position: Q1 2026 in Review
Eldridge Investment Advisors reduced its Microsoft (MSFT) stake by 6.4% in Q1 2026, selling an estimated $192K and leaving 6,680 shares worth $2.47M. The position accounts for 0.54% of the portfolio, ranked #36.
Eldridge Investment Advisors first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.72M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Eldridge Investment Advisors held 6,680 shares of Microsoft worth $2.47M as of Q1 2026.
- Eldridge Investment Advisors sold 458 Microsoft shares in Q1 2026, an estimated $192K.
- Microsoft made up 0.54% of Eldridge Investment Advisors's portfolio in Q1 2026, its #36 holding.
- Eldridge Investment Advisors first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's Microsoft position peaked at $3.72M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.