Hyperion Capital Advisors’s Microsoft MSFT Stock Holding History

Hyperion Capital 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	$470K	Buy	1,271 +144	+13%	+$60.3K	0.23%	38
2025 Q4	$545K	Hold	1,127	–	–	0.27%	34
2025 Q3	$584K	Hold	1,127	–	–	0.31%	31
2025 Q2	$561K	Buy	1,127 +120	+12%	+$52.1K	0.35%	33
2025 Q1	$378K	Hold	1,007	–	–	0.21%	42
2024 Q4	$424K	Hold	1,007	–	–	0.22%	36
2024 Q3	$433K	Hold	1,007	–	–	0.2%	38
2024 Q2	$450K	Hold	1,007	–	–	0.21%	36
2024 Q1	$424K	Hold	1,007	–	–	0.2%	39
2023 Q4	$379K	Hold	1,007	–	–	0.2%	39
2023 Q3	$318K	Hold	1,007	–	–	0.17%	42
2023 Q2	$343K	Hold	1,007	–	–	0.19%	40
2023 Q1	$290K	Hold	1,007	–	–	0.14%	45
2022 Q4	$241K	Hold	1,007	–	–	0.12%	49
2022 Q3	$235K	Hold	1,007	–	–	0.12%	48
2022 Q2	$259K	Hold	1,007	–	–	0.12%	49
2022 Q1	$310K	Hold	1,007	–	–	0.12%	45
2021 Q4	$339K	Hold	1,007	–	–	0.08%	42
2021 Q3	$284K	Hold	1,007	–	–	0.08%	41
2021 Q2	$273K	Hold	1,007	–	–	0.08%	41
2021 Q1	$237K	Hold	1,007	–	–	0.08%	42
2020 Q4	$224K	Hold	1,007	–	–	0.09%	40
2020 Q3	$212K	Hold	1,007	–	–	0.1%	40
2020 Q2	$205K	Buy	+1,007	New	+$183K	0.12%	38

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

Hyperion Capital Advisors's MSFT Position: Q1 2026 in Review

Hyperion Capital Advisors increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $60.3K and bringing the position to 1,271 shares worth $470K. The position accounts for 0.23% of the portfolio, ranked #38.

Hyperion Capital Advisors first reported a position in MSFT in Q2 2020 and has held it in 24 quarters since. The position peaked at $584K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Hyperion Capital Advisors held 1,271 shares of Microsoft worth $470K as of Q1 2026.
Hyperion Capital Advisors bought 144 Microsoft shares in Q1 2026, an estimated $60.3K.
Microsoft made up 0.23% of Hyperion Capital Advisors's portfolio in Q1 2026, its #38 holding.
Hyperion Capital Advisors first reported a position in Microsoft in Q2 2020 and has held it in 24 quarters since.
Hyperion Capital Advisors's Microsoft position peaked at $584K in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.