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Goodman Advisory Group’s Microsoft MSFT Stock Holding History

Goodman 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
2026
Q1 		$8.49M Sell
22,948
-2,082
-8% -$871K 2.2% 14
2025
Q4 		$12.1M Buy
25,030
+308
+1% +$154K 2.98% 9
2025
Q3 		$12.8M Buy
24,722
+1,197
+5% +$611K 3.19% 8
2025
Q2 		$11.7M Sell
23,525
-2,625
-10% -$1.14M 3.98% 6
2025
Q1 		$9.82M Sell
26,150
-4,245
-14% -$1.73M 2.99% 10
2024
Q4 		$12.8M Buy
30,395
+1,635
+6% +$696K 3.78% 8
2024
Q3 		$12.4M Buy
28,760
+369
+1% +$158K 3.53% 7
2024
Q2 		$12.7M Buy
28,391
+3,153
+12% +$1.33M 3.79% 6
2024
Q1 		$10.6M Buy
25,238
+368
+1% +$149K 3.37% 6
2023
Q4 		$9.35M Sell
24,870
-1,269
-5% -$452K 3.19% 10
2023
Q3 		$8.25M Buy
26,139
+3,033
+13% +$1M 3.08% 6
2023
Q2 		$7.87M Sell
23,106
-3,697
-14% -$1.16M 2.92% 10
2023
Q1 		$7.73M Buy
26,803
+10,738
+67% +$2.74M 4.21% 8
2022
Q4 		$3.85M Buy
16,065
+944
+6% +$227K 2.24% 13
2022
Q3 		$3.52M Sell
15,121
-4,405
-23% -$1.16M 1.92% 12
2022
Q2 		$5.01M Sell
19,526
-7,027
-26% -$1.91M 2.24% 8
2022
Q1 		$8.19M Buy
26,553
+1,564
+6% +$471K 2.83% 6
2021
Q4 		$8.4M Buy
+24,989
New +$8.1M 2.84% 9

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

Goodman Advisory Group's MSFT Position: Q1 2026 in Review

Goodman Advisory Group reduced its Microsoft (MSFT) stake by 8.3% in Q1 2026, selling an estimated $871K and leaving 22,948 shares worth $8.49M. The position accounts for 2.2% of the portfolio, ranked #14.

Goodman Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.8M in Q4 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Goodman Advisory Group held 22,948 shares of Microsoft worth $8.49M as of Q1 2026.
  • Goodman Advisory Group sold 2,082 Microsoft shares in Q1 2026, an estimated $871K.
  • Microsoft made up 2.2% of Goodman Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Goodman Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Goodman Advisory Group's Microsoft position peaked at $12.8M in Q4 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.