Fortis 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 | $856K | Sell |
2,313
-16
| -0.7% | -$6.7K | 0.43% | 43 |
|
|
2025
Q4 | $1.13M | Sell |
2,329
-2
| -0.1% | -$1K | 0.61% | 34 |
|
|
2025
Q3 | $1.21M | Sell |
2,331
-93
| -4% | -$47.4K | 0.68% | 35 |
|
|
2025
Q2 | $1.21M | Sell |
2,424
-153
| -6% | -$66.4K | 0.77% | 27 |
|
|
2025
Q1 | $967K | Buy |
2,577
+154
| +6% | +$62.8K | 0.63% | 32 |
|
|
2024
Q4 | $1.02M | Buy |
2,423
+15
| +0.6% | +$6.39K | 0.67% | 31 |
|
|
2024
Q3 | $1.04M | Buy |
2,408
+67
| +3% | +$28.6K | 0.67% | 31 |
|
|
2024
Q2 | $1.05M | Sell |
2,341
-105
| -4% | -$44.3K | 0.74% | 31 |
|
|
2024
Q1 | $1.03M | Buy |
2,446
+1,013
| +71% | +$410K | 0.69% | 31 |
|
|
2023
Q4 | $539K | Hold |
1,433
| – | – | 0.38% | 40 |
|
|
2023
Q3 | $452K | Hold |
1,433
| – | – | 0.34% | 46 |
|
|
2023
Q2 | $488K | Sell |
1,433
-756
| -35% | -$237K | 0.35% | 41 |
|
|
2023
Q1 | $631K | Hold |
2,189
| – | – | 0.41% | 35 |
|
|
2022
Q4 | $525K | Hold |
2,189
| – | – | 0.4% | 37 |
|
|
2022
Q3 | $510K | Sell |
2,189
-142
| -6% | -$37.5K | 0.36% | 40 |
|
|
2022
Q2 | $599K | Sell |
2,331
-800
| -26% | -$217K | 0.4% | 37 |
|
|
2022
Q1 | $965K | Buy |
3,131
+56
| +2% | +$16.8K | 0.53% | 34 |
|
|
2021
Q4 | $1.03M | Buy |
3,075
+10
| +0.3% | +$3.24K | 0.6% | 32 |
|
|
2021
Q3 | $864K | Sell |
3,065
-1,661
| -35% | -$483K | 0.53% | 35 |
|
|
2021
Q2 | $1.28M | Buy |
4,726
+1,346
| +40% | +$342K | 0.74% | 33 |
|
|
2021
Q1 | $797K | Sell |
3,380
-664
| -16% | -$154K | 0.57% | 38 |
|
|
2020
Q4 | $899K | Buy |
4,044
+110
| +3% | +$23.7K | 0.79% | 24 |
|
|
2020
Q3 | $827K | Sell |
3,934
-950
| -19% | -$200K | 0.77% | 24 |
|
|
2020
Q2 | $994K | Sell |
4,884
-1,376
| -22% | -$250K | 0.99% | 25 |
|
|
2020
Q1 | $987K | Sell |
6,260
-568
| -8% | -$93.4K | 0.66% | 26 |
|
|
2019
Q4 | $1.08M | Hold |
6,828
| – | – | 0.65% | 29 |
|
|
2019
Q3 | $952K | Buy |
6,828
+605
| +10% | +$83.2K | 0.45% | 29 |
|
|
2019
Q2 | $834K | Buy |
6,223
+100
| +2% | +$12.7K | 0.4% | 33 |
|
|
2019
Q1 | $722K | Buy |
6,123
+689
| +13% | +$75.2K | 0.38% | 35 |
|
|
2018
Q4 | $552K | Hold |
5,434
| – | – | 0.33% | 34 |
|
|
2018
Q3 | $621K | Sell |
5,434
-100
| -2% | -$10.8K | 0.35% | 36 |
|
|
2018
Q2 | $542K | Hold |
5,534
| – | – | 0.31% | 37 |
|
|
2018
Q1 | $506K | Sell |
5,534
-927
| -14% | -$84.8K | 0.28% | 37 |
|
|
2017
Q4 | $553K | Sell |
6,461
-80
| -1% | -$6.56K | 0.34% | 33 |
|
|
2017
Q3 | $487K | Sell |
6,541
-4,393
| -40% | -$321K | 0.34% | 30 |
|
|
2017
Q2 | $754K | Sell |
10,934
-608
| -5% | -$41.7K | 0.59% | 24 |
|
|
2017
Q1 | $760K | Buy |
11,542
+4,293
| +59% | +$275K | 0.69% | 22 |
|
|
2016
Q4 | $451K | Buy |
+7,249
| New | +$436K | 0.48% | 15 |
|
Other funds holding MSFT
VCM
VPM
Fortis Advisors's MSFT Position: Q1 2026 in Review
Fortis Advisors reduced its Microsoft (MSFT) stake by 0.69% in Q1 2026, selling an estimated $6.7K and leaving 2,313 shares worth $856K. The position accounts for 0.43% of the portfolio, ranked #43.
Fortis Advisors first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.28M in Q2 2021. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Fortis Advisors held 2,313 shares of Microsoft worth $856K as of Q1 2026.
- Fortis Advisors sold 16 Microsoft shares in Q1 2026, an estimated $6.7K.
- Microsoft made up 0.43% of Fortis Advisors's portfolio in Q1 2026, its #43 holding.
- Fortis Advisors first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
- Fortis Advisors's Microsoft position peaked at $1.28M in Q2 2021.
- 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.