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Hillsdale Investment Management’s Microsoft MSFT Stock Holding History

Hillsdale Investment Management’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 		$31M Buy
83,612
+8,450
+11% +$3.54M 0.84% 30
2025
Q4 		$36.3M Buy
75,162
+790
+1% +$396K 1% 22
2025
Q3 		$38.5M Buy
74,372
+8,808
+13% +$4.49M 1.16% 18
2025
Q2 		$32.6M Buy
65,564
+52,650
+408% +$22.9M 1.2% 17
2025
Q1 		$4.85M Sell
12,914
-270
-2% -$110K 0.25% 72
2024
Q4 		$5.56M Sell
13,184
-1,924
-13% -$820K 0.28% 65
2024
Q3 		$6.5M Buy
15,108
+4,053
+37% +$1.73M 0.5% 41
2024
Q2 		$4.94M Buy
11,055
+876
+9% +$370K 0.39% 65
2024
Q1 		$4.28M Buy
10,179
+130
+1% +$52.6K 0.34% 102
2023
Q4 		$3.78M Buy
10,049
+60
+0.6% +$21.4K 0.31% 127
2023
Q3 		$3.15M Buy
9,989
+4,800
+93% +$1.59M 0.29% 134
2023
Q2 		$1.77M Buy
5,189
+1,560
+43% +$489K 0.16% 172
2023
Q1 		$1.05M Sell
3,629
-2,060
-36% -$525K 0.09% 178
2022
Q4 		$1.36M Sell
5,689
-210
-4% -$50.4K 0.12% 166
2022
Q3 		$1.38M Sell
5,899
-135
-2% -$35.6K 0.12% 163
2022
Q2 		$1.55M Sell
6,034
-51
-0.8% -$13.8K 0.12% 169
2022
Q1 		$1.88M Sell
6,085
-10
-0.2% -$3.01K 0.12% 171
2021
Q4 		$2.05M Sell
6,095
-100
-2% -$32.4K 0.14% 167
2021
Q3 		$1.75M Hold
6,195
– – 0.13% 162
2021
Q2 		$1.68M Buy
6,195
+330
+6% +$83.9K 0.13% 164
2021
Q1 		$1.38M Sell
5,865
-440
-7% -$102K 0.12% 175
2020
Q4 		$1.4M Sell
6,305
-500
-7% -$108K 0.13% 160
2020
Q3 		$1.43M Buy
6,805
+45
+0.7% +$9.45K 0.14% 163
2020
Q2 		$1.38M Sell
6,760
-600
-8% -$109K 0.13% 174
2020
Q1 		$1.16M Sell
7,360
-160
-2% -$26.3K 0.14% 169
2019
Q4 		$1.19M Sell
7,520
-200
-3% -$29.4K 0.1% 173
2019
Q3 		$1.07M Buy
7,720
+180
+2% +$24.8K 0.09% 174
2019
Q2 		$1.01M Buy
7,540
+4,300
+133% +$546K 0.1% 169
2019
Q1 		$382K Sell
3,240
-1,240
-28% -$135K 0.03% 367
2018
Q4 		$455K Hold
4,480
– – 0.05% 259
2018
Q3 		$512K Sell
4,480
-200
-4% -$21.7K 0.07% 172
2018
Q2 		$462K Buy
4,680
+3,880
+485% +$376K 0.06% 199
2018
Q1 		$73K Hold
800
– – 0.01% 295
2017
Q4 		$69K Hold
800
– – 0.01% 300
2017
Q3 		$59K Sell
800
-4,200
-84% -$307K 0.01% 310
2017
Q2 		$345K Sell
5,000
-640
-11% -$43.9K 0.07% 223
2017
Q1 		$371K Hold
5,640
– – 0.07% 202
2016
Q4 		$350K Buy
+5,640
New +$339K 0.07% 200
2016
Q2 		– Sell
-6,260
Closed -$346K – 542
2016
Q1 		$346K Buy
6,260
+6,050
+2,881% +$317K 0.12% 228
2015
Q4 		$12K Buy
+210
New +$11.1K ﹤0.01% 375
2014
Q2 		– Sell
-5,500
Closed -$225K – 576
2014
Q1 		$225K Hold
5,500
– – 0.06% 290
2013
Q4 		$206K Sell
5,500
-2,500
-31% -$90.8K 0.06% 302
2013
Q3 		$266K Sell
8,000
-2,800
-26% -$92.1K 0.08% 239
2013
Q2 		$373K Buy
+10,800
New +$354K 0.12% 116

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

Hillsdale Investment Management's MSFT Position: Q1 2026 in Review

Hillsdale Investment Management increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $3.54M and bringing the position to 83,612 shares worth $31M. The position accounts for 0.84% of the portfolio, ranked #30.

Hillsdale Investment Management first reported a position in MSFT in Q2 2013 and has held it in 44 quarters since. The position peaked at $38.5M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hillsdale Investment Management held 83,612 shares of Microsoft worth $31M as of Q1 2026.
  • Hillsdale Investment Management bought 8,450 Microsoft shares in Q1 2026, an estimated $3.54M.
  • Microsoft made up 0.84% of Hillsdale Investment Management's portfolio in Q1 2026, its #30 holding.
  • Hillsdale Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 44 quarters since.
  • Hillsdale Investment Management's Microsoft position peaked at $38.5M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.