Empirical Asset Management’s Microsoft MSFT Stock Holding History

Empirical Asset Management’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	$5.13M	Sell	13,847 -46,303	-77%	-$19.4M	1.35%	9
2025 Q4	$6.39M	Sell	60,150 -1,066	-2%	-$534K	1.8%	7
2025 Q3	$7.4M	Buy	61,216 +48,049	+365%	+$24.5M	2.05%	4
2025 Q2	$6.55M	Sell	13,167 -1,264	-9%	-$549K	2.03%	4
2025 Q1	$5.42M	Sell	14,431 -419,367	-97%	-$171M	1.85%	5
2024 Q4	$5.54M	Buy	433,798 +312,051	+256%	+$133M	1.84%	5
2024 Q3	$6.71M	Buy	121,747 +893	+0.7%	+$382K	2.39%	3
2024 Q2	$6.57M	Buy	120,854 +95,521	+377%	+$40.3M	2.47%	3
2024 Q1	$5.15M	Buy	25,333 +18,403	+266%	+$7.45M	2.48%	2
2023 Q4	$2.61M	Buy	6,930 +1,902	+38%	+$677K	2.13%	3
2023 Q3	$1.59M	Buy	5,028 +330	+7%	+$109K	1.38%	13
2023 Q2	$1.6M	Sell	4,698 -121	-3%	-$37.9K	1.42%	12
2023 Q1	$1.39M	Sell	4,819 -5,482	-53%	-$1.4M	1.33%	19
2022 Q4	$1.17M	Buy	10,301 +5,127	+99%	+$1.23M	1.23%	15
2022 Q3	$1.21M	Sell	5,174 -241	-4%	-$63.6K	1.31%	17
2022 Q2	$1.39M	Sell	5,415 -813	-13%	-$221K	1.47%	10
2022 Q1	$1.92M	Buy	6,228 +1,416	+29%	+$426K	1.83%	6
2021 Q4	$1.62M	Buy	+4,812	New	+$1.56M	1.56%	9

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empirical Asset Management's MSFT Position: Q1 2026 in Review

Empirical Asset Management reduced its Microsoft (MSFT) stake by 77% in Q1 2026, selling an estimated $19.4M and leaving 13,847 shares worth $5.13M. The position accounts for 1.35% of the portfolio, ranked #9.

Empirical Asset Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.4M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Empirical Asset Management held 13,847 shares of Microsoft worth $5.13M as of Q1 2026.
Empirical Asset Management sold 46,303 Microsoft shares in Q1 2026, an estimated $19.4M.
Microsoft made up 1.35% of Empirical Asset Management's portfolio in Q1 2026, its #9 holding.
Empirical Asset Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Empirical Asset Management's Microsoft position peaked at $7.4M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.