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FSA Advisors’s Microsoft MSFT Stock Holding History

FSA 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 		– Sell
-4,873
Closed -$2.36M – 227
2025
Q4 		$2.36M Sell
4,873
-4,018
-45% -$2.01M 1.64% 10
2025
Q3 		$4.61M Buy
8,891
+5,275
+146% +$2.69M 3.65% 2
2025
Q2 		$1.8M Sell
3,616
-5,070
-58% -$2.2M 1.46% 13
2025
Q1 		$3.26M Buy
8,686
+4,816
+124% +$1.96M 2.59% 3
2024
Q4 		$1.63M Sell
3,870
-3,661
-49% -$1.56M 2% 5
2024
Q3 		$3.28M Sell
7,531
-282
-4% -$121K 3.27% 3
2024
Q2 		$3.43M Sell
7,813
-508
-6% -$215K 3.57% 3
2024
Q1 		$3.5M Buy
8,321
+489
+6% +$198K 3.75% 3
2023
Q4 		$2.95M Buy
+7,832
New +$2.79M 3.65% 3

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

FSA Advisors's MSFT Position: Q1 2026 in Review

FSA Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 4,873 shares — an estimated $2.36M sold.

FSA Advisors first reported a position in MSFT in Q4 2023 and held it in 9 quarters. The position peaked at $4.61M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • FSA Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • FSA Advisors sold 4,873 Microsoft shares in Q1 2026, an estimated $2.36M.
  • FSA Advisors first reported a position in Microsoft in Q4 2023 and held it in 9 quarters.
  • FSA Advisors's Microsoft position peaked at $4.61M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.