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Helium Advisors’s Microsoft MSFT Stock Holding History

Helium 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 		$8.93M Buy
24,137
+7,062
+41% +$2.96M 8.5% 1
2025
Q4 		$8.26M Sell
17,075
-784
-4% -$393K 8.36% 2
2025
Q3 		$9.25M Sell
17,859
-1,068
-6% -$545K 7.72% 3
2025
Q2 		$9.41M Sell
18,927
-122
-0.6% -$53K 5.95% 4
2025
Q1 		$7.15M Buy
19,049
+11,232
+144% +$4.58M 5.2% 6
2024
Q4 		$3.29M Buy
+7,817
New +$3.33M 2.61% 8

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

Helium Advisors's MSFT Position: Q1 2026 in Review

Helium Advisors increased its Microsoft (MSFT) stake by 41% in Q1 2026, buying an estimated $2.96M and bringing the position to 24,137 shares worth $8.93M. The position accounts for 8.5% of the portfolio, ranked #1.

Helium Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.41M in Q2 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Helium Advisors held 24,137 shares of Microsoft worth $8.93M as of Q1 2026.
  • Helium Advisors bought 7,062 Microsoft shares in Q1 2026, an estimated $2.96M.
  • Microsoft made up 8.5% of Helium Advisors's portfolio in Q1 2026, its #1 holding.
  • Helium Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's Microsoft position peaked at $9.41M in Q2 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.