Guerra Pan Advisors’s Microsoft MSFT Stock Holding History

Guerra Pan 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	$3.52M	Buy	9,514 +184	+2%	+$77K	2.18%	14
2025 Q4	$4.51M	Sell	9,330 -22	-0.2%	-$11K	2.68%	11
2025 Q3	$4.84M	Hold	9,352	–	–	2.93%	10
2025 Q2	$4.65M	Buy	9,352 +682	+8%	+$296K	3.07%	8
2025 Q1	$3.25M	Sell	8,670 -19	-0.2%	-$7.75K	2.55%	12
2024 Q4	$3.66M	Buy	8,689 +579	+7%	+$247K	2.65%	11
2024 Q3	$3.49M	Buy	8,110 +31	+0.4%	+$13.3K	2.79%	9
2024 Q2	$3.61M	Buy	8,079 +141	+2%	+$59.5K	3.02%	7
2024 Q1	$3.34M	Sell	7,938 -931	-10%	-$377K	3.09%	7
2023 Q4	$3.34M	Buy	8,869 +200	+2%	+$71.2K	3.18%	6
2023 Q3	$2.74M	Buy	8,669 +11	+0.1%	+$3.63K	3.16%	6
2023 Q2	$2.95M	Buy	8,658 +62	+0.7%	+$19.4K	3.27%	5
2023 Q1	$2.48M	Buy	8,596 +146	+2%	+$37.2K	3.11%	5
2022 Q4	$2.03M	Hold	8,450	–	–	2.77%	7
2022 Q3	$1.98M	Hold	8,450	–	–	2.89%	6
2022 Q2	$2.37M	Hold	8,450	–	–	2.94%	5
2022 Q1	$2.39M	Hold	8,450	–	–	2.89%	6
2021 Q4	$2.84M	Buy	+8,450	New	+$2.74M	2.82%	7

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guerra Pan Advisors's MSFT Position: Q1 2026 in Review

Guerra Pan Advisors increased its Microsoft (MSFT) stake by 2% in Q1 2026, buying an estimated $77K and bringing the position to 9,514 shares worth $3.52M. The position accounts for 2.18% of the portfolio, ranked #14.

Guerra Pan Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.84M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Guerra Pan Advisors held 9,514 shares of Microsoft worth $3.52M as of Q1 2026.
Guerra Pan Advisors bought 184 Microsoft shares in Q1 2026, an estimated $77K.
Microsoft made up 2.18% of Guerra Pan Advisors's portfolio in Q1 2026, its #14 holding.
Guerra Pan Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Microsoft position peaked at $4.84M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.