Financial Sense Advisors’s Microsoft MSFT Stock Holding History

Financial Sense 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
2025 Q1	–	Hold	0	–	-$3.2M	–	126
2024 Q4	–	Hold	0	–	–	–	27
2024 Q3	–	Hold	0	–	-$3.4M	–	134
2024 Q2	–	Hold	0	–	–	–	23
2024 Q1	–	Hold	0	–	–	–	24
2023 Q3	–	Hold	0	–	-$11.6M	–	100
2023 Q2	–	Hold	0	–	–	–	4
2023 Q1	–	Hold	0	–	-$2.04M	–	99
2022 Q4	–	Hold	0	–	–	–	32
2022 Q3	–	Hold	0	–	-$2.57M	–	90
2022 Q2	–	Hold	0	–	–	–	22
2022 Q1	–	Sell	-2,000	Closed	-$673K	–	119
2021 Q4	$673K	Buy	2,000 +1,000	+100%	+$324K	0.23%	69
2021 Q3	$282K	Buy	+1,000	New	+$291K	0.09%	86
2020 Q4	–	Sell	-5,000	Closed	-$1.05M	–	111
2020 Q3	$1.05M	Sell	5,000 -43,000	-90%	-$9.03M	0.42%	44
2020 Q2	$9.77M	Buy	+48,000	New	+$8.71M	3.49%	7
2019 Q4	–	Sell	-12,600	Closed	-$1.75M	–	90
2019 Q3	$1.75M	Buy	+12,600	New	+$1.73M	0.85%	21
2019 Q1	–	Sell	-14,600	Closed	-$1.48M	–	62
2018 Q4	$1.48M	Buy	+14,600	New	+$1.56M	0.94%	18

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

Financial Sense Advisors's MSFT Position: Q1 2026 in Review

Financial Sense Advisors increased its Microsoft (MSFT) stake by 21% in Q1 2026, buying an estimated $889K and bringing the position to 12,154 shares worth $4.5M. The position accounts for 0.91% of the portfolio, ranked #34.

Financial Sense Advisors first reported a position in MSFT in Q3 2014 and has held it in 47 quarters since. The position peaked at $12.5M in Q3 2018. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Financial Sense Advisors held 12,154 shares of Microsoft worth $4.5M as of Q1 2026.
Financial Sense Advisors bought 2,125 Microsoft shares in Q1 2026, an estimated $889K.
Microsoft made up 0.91% of Financial Sense Advisors's portfolio in Q1 2026, its #34 holding.
Financial Sense Advisors first reported a position in Microsoft in Q3 2014 and has held it in 47 quarters since.
Financial Sense Advisors's Microsoft position peaked at $12.5M in Q3 2018.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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