GM Advisory Group’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 | $36.8M | Buy |
99,371
+13,621
| +16% | +$5.7M | 1.42% | 19 |
|
|
2025
Q4 | $41.5M | Buy |
85,750
+17,460
| +26% | +$8.75M | 1.62% | 16 |
|
|
2025
Q3 | $35.4M | Sell |
68,290
-1,304
| -2% | -$665K | 1.5% | 15 |
|
|
2025
Q2 | $34.6M | Buy |
69,594
+11,125
| +19% | +$4.83M | 1.71% | 14 |
|
|
2025
Q1 | $21.9M | Buy |
58,469
+1,461
| +3% | +$596K | 1.19% | 22 |
|
|
2024
Q4 | $24M | Buy |
57,008
+3,552
| +7% | +$1.51M | 1.33% | 20 |
|
|
2024
Q3 | $23M | Buy |
53,456
+1,729
| +3% | +$739K | 1.38% | 21 |
|
|
2024
Q2 | $23.1M | Sell |
51,727
-930
| -2% | -$393K | 1.49% | 20 |
|
|
2024
Q1 | $22.2M | Buy |
52,657
+3,074
| +6% | +$1.24M | 1.55% | 19 |
|
|
2023
Q4 | $18.6M | Buy |
49,583
+2,563
| +5% | +$912K | 1.41% | 17 |
|
|
2023
Q3 | $14.8M | Sell |
47,020
-1,051
| -2% | -$347K | 1.21% | 17 |
|
|
2023
Q2 | $16.4M | Buy |
48,071
+9,135
| +23% | +$2.86M | 1.36% | 17 |
|
|
2023
Q1 | $11.2M | Buy |
38,936
+4,630
| +13% | +$1.18M | 1.02% | 19 |
|
|
2022
Q4 | $8.23M | Sell |
34,306
-328
| -0.9% | -$78.7K | 0.88% | 21 |
|
|
2022
Q3 | $8.07M | Buy |
34,634
+613
| +2% | +$162K | 1.01% | 19 |
|
|
2022
Q2 | $8.74M | Sell |
34,021
-2,110
| -6% | -$573K | 1.36% | 18 |
|
|
2022
Q1 | $11.1M | Sell |
36,131
-77
| -0.2% | -$23.2K | 1.33% | 18 |
|
|
2021
Q4 | $12.2M | Sell |
36,208
-37
| -0.1% | -$12K | 1.08% | 25 |
|
|
2021
Q3 | $10.2M | Sell |
36,245
-1,174
| -3% | -$342K | 1.03% | 27 |
|
|
2021
Q2 | $10.1M | Buy |
37,419
+2,283
| +6% | +$580K | 1.04% | 26 |
|
|
2021
Q1 | $8.28M | Sell |
35,136
-755
| -2% | -$175K | 0.99% | 21 |
|
|
2020
Q4 | $7.98M | Buy |
35,891
+462
| +1% | +$99.3K | 1.07% | 23 |
|
|
2020
Q3 | $7.45M | Buy |
35,429
+65
| +0.2% | +$13.7K | 1.14% | 20 |
|
|
2020
Q2 | $7.2M | Sell |
35,364
-3,411
| -9% | -$619K | 1.33% | 18 |
|
|
2020
Q1 | $6.12M | Buy |
38,775
+7,574
| +24% | +$1.25M | 1.67% | 16 |
|
|
2019
Q4 | $4.92M | Buy |
31,201
+900
| +3% | +$132K | 1.52% | 17 |
|
|
2019
Q3 | $4.21M | Buy |
30,301
+410
| +1% | +$56.4K | 1.31% | 20 |
|
|
2019
Q2 | $4M | Sell |
29,891
-937
| -3% | -$119K | 1.26% | 22 |
|
|
2019
Q1 | $3.64M | Buy |
30,828
+371
| +1% | +$40.5K | 1.2% | 21 |
|
|
2018
Q4 | $3.09M | Sell |
30,457
-1,721
| -5% | -$184K | 1.15% | 19 |
|
|
2018
Q3 | $3.68M | Buy |
32,178
+700
| +2% | +$75.9K | 1.15% | 19 |
|
|
2018
Q2 | $3.1M | Buy |
31,478
+1,387
| +5% | +$134K | 0.92% | 23 |
|
|
2018
Q1 | $2.75M | Sell |
30,091
-1,099
| -4% | -$101K | 0.83% | 26 |
|
|
2017
Q4 | $2.67M | Buy |
31,190
+7,848
| +34% | +$644K | 0.73% | 26 |
|
|
2017
Q3 | $1.74M | Buy |
23,342
+83
| +0.4% | +$6.06K | 0.53% | 30 |
|
|
2017
Q2 | $1.6M | Sell |
23,259
-1,942
| -8% | -$133K | 0.5% | 32 |
|
|
2017
Q1 | $1.66M | Buy |
25,201
+112
| +0.4% | +$7.18K | 0.57% | 30 |
|
|
2016
Q4 | $1.56M | Buy |
25,089
+751
| +3% | +$45.2K | 0.54% | 30 |
|
|
2016
Q3 | $1.4M | Buy |
24,338
+3,211
| +15% | +$181K | 0.52% | 30 |
|
|
2016
Q2 | $1.08M | Buy |
21,127
+981
| +5% | +$51K | 0.41% | 33 |
|
|
2016
Q1 | $1.11M | Sell |
20,146
-3,017
| -13% | -$158K | 0.48% | 30 |
|
|
2015
Q4 | $1.28M | Buy |
23,163
+7,520
| +48% | +$396K | 0.65% | 23 |
|
|
2015
Q3 | $692K | Buy |
15,643
+1,361
| +10% | +$61.1K | 0.36% | 24 |
|
|
2015
Q2 | $631K | Sell |
14,282
-9,209
| -39% | -$420K | 0.25% | 29 |
|
|
2015
Q1 | $955K | Buy |
23,491
+8,840
| +60% | +$385K | 0.39% | 25 |
|
|
2014
Q4 | $681K | Sell |
14,651
-1,388
| -9% | -$65.2K | 0.37% | 27 |
|
|
2014
Q3 | $744K | Sell |
16,039
-215
| -1% | -$9.59K | 0.56% | 25 |
|
|
2014
Q2 | $678K | Sell |
16,254
-1,459
| -8% | -$59K | 0.59% | 24 |
|
|
2014
Q1 | $717K | Sell |
17,713
-1,224
| -6% | -$45.9K | 0.56% | 25 |
|
|
2013
Q4 | $708K | Buy |
+18,937
| New | +$688K | 0.73% | 22 |
|
Other funds holding MSFT
GM Advisory Group's MSFT Position: Q1 2026 in Review
GM Advisory Group increased its Microsoft (MSFT) stake by 16% in Q1 2026, buying an estimated $5.7M and bringing the position to 99,371 shares worth $36.8M. The position accounts for 1.42% of the portfolio, ranked #19.
GM Advisory Group first reported a position in MSFT in Q4 2013 and has held it in 50 quarters since. The position peaked at $41.5M in Q4 2025. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- GM Advisory Group held 99,371 shares of Microsoft worth $36.8M as of Q1 2026.
- GM Advisory Group bought 13,621 Microsoft shares in Q1 2026, an estimated $5.7M.
- Microsoft made up 1.42% of GM Advisory Group's portfolio in Q1 2026, its #19 holding.
- GM Advisory Group first reported a position in Microsoft in Q4 2013 and has held it in 50 quarters since.
- GM Advisory Group's Microsoft position peaked at $41.5M in Q4 2025.
- 6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.