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Emerald Advisors’s Microsoft MSFT Stock Holding History

Emerald 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 		$6.84M Buy
18,490
+671
+4% +$281K 0.85% 7
2025
Q4 		$8.62M Buy
17,819
+5,191
+41% +$2.6M 1.17% 5
2025
Q3 		$6.54M Buy
12,628
+505
+4% +$258K 0.87% 9
2025
Q2 		$6.03M Buy
12,123
+341
+3% +$148K 0.77% 9
2025
Q1 		$4.42M Buy
11,782
+456
+4% +$186K 0.59% 10
2024
Q4 		$4.77M Sell
11,326
-110
-1% -$46.9K 0.66% 10
2024
Q3 		$4.78M Sell
11,436
-208
-2% -$88.9K 0.69% 9
2024
Q2 		$5.2M Buy
11,644
+102
+0.9% +$43.1K 0.79% 8
2024
Q1 		$4.86M Sell
11,542
-143
-1% -$57.9K 0.86% 8
2023
Q4 		$4.39M Buy
11,685
+57
+0.5% +$20.3K 0.84% 8
2023
Q3 		$3.67M Sell
11,628
-166
-1% -$54.9K 0.85% 9
2023
Q2 		$4.02M Buy
11,794
+83
+0.7% +$26K 0.96% 8
2023
Q1 		$3.38M Buy
11,711
+57
+0.5% +$14.5K 0.87% 8
2022
Q4 		$2.79M Sell
11,654
-134
-1% -$32.2K 0.77% 8
2022
Q3 		$2.75M Buy
11,788
+107
+0.9% +$28.3K 0.8% 9
2022
Q2 		$3M Buy
11,681
+244
+2% +$66.2K 0.84% 8
2022
Q1 		$3.53M Sell
11,437
-122
-1% -$36.7K 0.83% 7
2021
Q4 		$3.89M Buy
11,559
+3,843
+50% +$1.25M 0.94% 6
2021
Q3 		$2.17M Sell
7,716
-60
-0.8% -$17.5K 0.62% 17
2021
Q2 		$2.11M Buy
7,776
+126
+2% +$32K 0.66% 15
2021
Q1 		$1.8M Buy
7,650
+62
+0.8% +$14.4K 0.65% 16
2020
Q4 		$1.69M Sell
7,588
-781
-9% -$168K 0.58% 16
2020
Q3 		$1.76M Buy
8,369
+2,446
+41% +$514K 0.67% 17
2020
Q2 		$1.21M Buy
5,923
+8
+0.1% +$1.45K 0.53% 24
2020
Q1 		$1.09M Sell
5,915
-535
-8% -$88K 0.49% 23
2019
Q4 		$1.05M Buy
+6,450
New +$948K 1% 14

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

Emerald Advisors's MSFT Position: Q1 2026 in Review

Emerald Advisors increased its Microsoft (MSFT) stake by 3.8% in Q1 2026, buying an estimated $281K and bringing the position to 18,490 shares worth $6.84M. The position accounts for 0.85% of the portfolio, ranked #7.

Emerald Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.62M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Emerald Advisors held 18,490 shares of Microsoft worth $6.84M as of Q1 2026.
  • Emerald Advisors bought 671 Microsoft shares in Q1 2026, an estimated $281K.
  • Microsoft made up 0.85% of Emerald Advisors's portfolio in Q1 2026, its #7 holding.
  • Emerald Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Emerald Advisors's Microsoft position peaked at $8.62M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.