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GM Advisory Group’s Microsoft MSFT Stock Holding History

GM Advisory Group’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
2022
Q3 		– Sell
-400
Closed -$3K – 196
2022
Q2 		$3K Buy
+400
New +$109K ﹤0.01% 180

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

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. 6,181 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.
  • 6,181 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.