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HFM Investment Advisors’s Microsoft MSFT Stock Holding History

HFM Investment 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 		$148K Sell
398
-160
-29% -$67K 0.06% 30
2025
Q4 		$270K Buy
558
+283
+103% +$142K 0.11% 24
2025
Q3 		$142K Sell
275
-8
-3% -$4.08K 0.06% 26
2025
Q2 		$141K Buy
283
+88
+45% +$38.2K 0.06% 26
2025
Q1 		$73.1K Buy
+195
New +$79.5K 0.04% 32

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

HFM Investment Advisors's MSFT Position: Q1 2026 in Review

HFM Investment Advisors reduced its Microsoft (MSFT) stake by 29% in Q1 2026, selling an estimated $67K and leaving 398 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #30.

HFM Investment Advisors first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $270K in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • HFM Investment Advisors held 398 shares of Microsoft worth $148K as of Q1 2026.
  • HFM Investment Advisors sold 160 Microsoft shares in Q1 2026, an estimated $67K.
  • Microsoft made up 0.06% of HFM Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • HFM Investment Advisors first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Microsoft position peaked at $270K in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.