GCA
MSFT icon

Gallagher Capital Advisors’s Microsoft MSFT Stock Holding History

Gallagher Capital 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 		$4.35M Sell
11,746
-273
-2% -$114K 2.93% 9
2025
Q4 		$5.81M Sell
12,019
-281
-2% -$141K 3.76% 6
2025
Q3 		$6.43M Sell
12,300
-28
-0.2% -$14.3K 3.7% 6
2025
Q2 		$6.32M Sell
12,328
-48
-0.4% -$20.8K 5.11% 5
2025
Q1 		$4.65M Buy
12,376
+10
+0.1% +$4.08K 3.54% 6
2024
Q4 		$5.21M Buy
+12,366
New +$5.27M 3.8% 5

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

Gallagher Capital Advisors's MSFT Position: Q1 2026 in Review

Gallagher Capital Advisors reduced its Microsoft (MSFT) stake by 2.3% in Q1 2026, selling an estimated $114K and leaving 11,746 shares worth $4.35M. The position accounts for 2.93% of the portfolio, ranked #9.

Gallagher Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.43M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Gallagher Capital Advisors held 11,746 shares of Microsoft worth $4.35M as of Q1 2026.
  • Gallagher Capital Advisors sold 273 Microsoft shares in Q1 2026, an estimated $114K.
  • Microsoft made up 2.93% of Gallagher Capital Advisors's portfolio in Q1 2026, its #9 holding.
  • Gallagher Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Gallagher Capital Advisors's Microsoft position peaked at $6.43M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Gallagher Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.