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Harvest Investment Services’s Microsoft MSFT Stock Holding History

Harvest Investment Services’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 		$1.84M Sell
4,978
-56
-1% -$23.4K 0.34% 79
2025
Q4 		$2.43M Buy
5,034
+1,931
+62% +$968K 0.46% 63
2025
Q3 		$1.61M Sell
3,103
-100
-3% -$51K 0.32% 91
2025
Q2 		$1.59M Sell
3,203
-56
-2% -$24.3K 0.36% 78
2025
Q1 		$1.22M Buy
3,259
+79
+2% +$32.2K 0.34% 72
2024
Q4 		$1.34M Sell
3,180
-544
-15% -$232K 0.33% 87
2024
Q3 		$1.6M Buy
3,724
+586
+19% +$250K 0.51% 54
2024
Q2 		$1.4M Sell
3,138
-4
-0.1% -$1.69K 0.56% 47
2024
Q1 		$1.32M Sell
3,142
-108
-3% -$43.7K 0.53% 53
2023
Q4 		$1.22M Sell
3,250
-96
-3% -$34.2K 0.56% 52
2023
Q3 		$1.06M Buy
3,346
+1,281
+62% +$423K 0.68% 40
2023
Q2 		$703K Buy
2,065
+942
+84% +$295K 0.4% 77
2023
Q1 		$324K Sell
1,123
-616
-35% -$157K 0.25% 87
2022
Q4 		$417K Sell
1,739
-290
-14% -$69.6K 0.45% 71
2022
Q3 		$472K Sell
2,029
-10
-0.5% -$2.64K 0.58% 57
2022
Q2 		$523K Sell
2,039
-136
-6% -$36.9K 0.4% 66
2022
Q1 		$670K Sell
2,175
-340
-14% -$102K 0.4% 74
2021
Q4 		$846K Sell
2,515
-1,711
-40% -$555K 0.36% 82
2021
Q3 		$1.19M Buy
4,226
+40
+1% +$11.6K 0.49% 59
2021
Q2 		$1.13M Buy
4,186
+206
+5% +$52.4K 0.48% 54
2021
Q1 		$938K Buy
3,980
+266
+7% +$61.7K 0.42% 65
2020
Q4 		$826K Sell
3,714
-981
-21% -$211K 0.43% 67
2020
Q3 		$987K Sell
4,695
-420
-8% -$88.2K 0.57% 46
2020
Q2 		$1.04M Buy
5,115
+278
+6% +$50.5K 0.62% 38
2020
Q1 		$762K Sell
4,837
-2,417
-33% -$397K 1.01% 29
2019
Q4 		$1.14M Buy
7,254
+1,827
+34% +$268K 0.61% 37
2019
Q3 		$743K Buy
5,427
+759
+16% +$104K 0.37% 58
2019
Q2 		$633K Buy
4,668
+365
+8% +$46.3K 0.36% 67
2019
Q1 		$512K Buy
+4,303
New +$469K 0.3% 73

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

Harvest Investment Services's MSFT Position: Q1 2026 in Review

Harvest Investment Services reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $23.4K and leaving 4,978 shares worth $1.84M. The position accounts for 0.34% of the portfolio, ranked #79.

Harvest Investment Services first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.43M in Q4 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Harvest Investment Services held 4,978 shares of Microsoft worth $1.84M as of Q1 2026.
  • Harvest Investment Services sold 56 Microsoft shares in Q1 2026, an estimated $23.4K.
  • Microsoft made up 0.34% of Harvest Investment Services's portfolio in Q1 2026, its #79 holding.
  • Harvest Investment Services first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Harvest Investment Services's Microsoft position peaked at $2.43M in Q4 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.