Insight 2811 Inc’s Microsoft MSFT Stock Holding History

Insight 2811 Inc’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	$1.15M	Buy	3,108 +6	+0.2%	+$2.51K	0.48%	28
2025 Q4	$1.5M	Sell	3,102 -313	-9%	-$157K	0.66%	18
2025 Q3	$1.77M	Buy	3,415 +1	+0%	+$510	0.79%	18
2025 Q2	$1.7M	Buy	3,414 +11	+0.3%	+$4.78K	0.8%	18
2025 Q1	$1.28M	Sell	3,403 -73	-2%	-$29.8K	0.65%	20
2024 Q4	$1.47M	Sell	3,476 -2	-0.1%	-$852	0.75%	18
2024 Q3	$1.5M	Sell	3,478 -5	-0.1%	-$2.14K	0.75%	18
2024 Q2	$1.56M	Sell	3,483 -11	-0.3%	-$4.65K	0.81%	16
2024 Q1	$1.47M	Sell	3,494 -187	-5%	-$75.7K	0.75%	17
2023 Q4	$1.38M	Sell	3,681 -339	-8%	-$121K	0.75%	17
2023 Q3	$1.27M	Sell	4,020 -46	-1%	-$15.2K	0.72%	16
2023 Q2	$1.38M	Sell	4,066 -133	-3%	-$41.7K	0.75%	17
2023 Q1	$1.21M	Sell	4,199 -19	-0.5%	-$4.85K	0.75%	15
2022 Q4	$1.01M	Buy	4,218 +1,857	+79%	+$446K	0.62%	20
2022 Q3	$550K	Buy	2,361 +608	+35%	+$161K	0.37%	30
2022 Q2	$450K	Buy	1,753 +49	+3%	+$13.3K	0.29%	37
2022 Q1	$525K	Buy	1,704 +14	+0.8%	+$4.21K	0.31%	35
2021 Q4	$568K	Buy	+1,690	New	+$548K	0.32%	34
2021 Q3	–	Sell	-1,694	Closed	-$459K	–	82
2021 Q2	$459K	Sell	1,694 -6	-0.4%	-$1.52K	0.26%	42
2021 Q1	$401K	Hold	1,700	–	–	0.23%	45
2020 Q4	$378K	Sell	1,700 -241	-12%	-$51.8K	0.22%	47
2020 Q3	$408K	Buy	1,941 +397	+26%	+$83.4K	0.25%	36
2020 Q2	$322K	Sell	1,544 -2,359	-60%	-$428K	0.21%	41
2020 Q1	$616K	Sell	3,903 -49	-1%	-$8.06K	0.45%	24
2019 Q4	$623K	Buy	3,952 +353	+10%	+$51.9K	0.41%	33
2019 Q3	$500K	Sell	3,599 -27	-0.7%	-$3.71K	0.35%	43
2019 Q2	$498K	Buy	3,626 +123	+4%	+$15.6K	0.36%	48
2019 Q1	$413K	Buy	3,503 +201	+6%	+$21.9K	0.32%	55
2018 Q4	$335K	Hold	3,302	–	–	0.28%	59
2018 Q3	$378K	Hold	3,302	–	–	0.26%	67
2018 Q2	$326K	Sell	3,302 -124	-4%	-$12K	0.23%	61
2018 Q1	$313K	Sell	3,426 -143	-4%	-$13.1K	0.22%	64
2017 Q4	$305K	Hold	3,569	–	–	0.22%	59
2017 Q3	$266K	Buy	3,569 +250	+8%	+$18.3K	0.2%	65
2017 Q2	$229K	Sell	3,319 -32	-1%	-$2.2K	0.17%	72
2017 Q1	$221K	Sell	3,351 -2	-0.1%	-$128	0.17%	71
2016 Q4	$208K	Sell	3,353 -798	-19%	-$48K	0.17%	66
2016 Q3	$239K	Sell	4,151 -2,711	-40%	-$153K	0.15%	81
2016 Q2	$351K	Hold	6,862	–	–	0.14%	90
2016 Q1	$379K	Buy	6,862 +575	+9%	+$30.1K	0.15%	85
2015 Q4	$349K	Sell	6,287 -351	-5%	-$18.5K	0.17%	83
2015 Q3	$294K	Buy	6,638 +563	+9%	+$25.3K	0.17%	85
2015 Q2	$268K	Buy	6,075 +315	+5%	+$14.4K	0.13%	96
2015 Q1	$234K	Buy	+5,760	New	+$251K	0.11%	102
2014 Q4	–	Sell	-14,742	Closed	-$683K	–	156
2014 Q3	$683K	Sell	14,742 -99	-0.7%	-$4.42K	0.29%	67
2014 Q2	$619K	Sell	14,841 -1,414	-9%	-$57.2K	0.26%	72
2014 Q1	$666K	Sell	16,255 -1,660	-9%	-$62.3K	0.28%	70
2013 Q4	$670K	Sell	17,915 -11,250	-39%	-$409K	0.33%	62
2013 Q3	$971K	Sell	29,165 -835	-3%	-$27.5K	0.48%	37
2013 Q2	$1.04M	Buy	+30,000	New	+$983K	0.57%	34

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

Insight 2811 Inc's MSFT Position: Q1 2026 in Review

Insight 2811 Inc increased its Microsoft (MSFT) stake by 0.19% in Q1 2026, buying an estimated $2.51K and bringing the position to 3,108 shares worth $1.15M. The position accounts for 0.48% of the portfolio, ranked #28.

Insight 2811 Inc first reported a position in MSFT in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.77M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Insight 2811 Inc held 3,108 shares of Microsoft worth $1.15M as of Q1 2026.
Insight 2811 Inc bought 6 Microsoft shares in Q1 2026, an estimated $2.51K.
Microsoft made up 0.48% of Insight 2811 Inc's portfolio in Q1 2026, its #28 holding.
Insight 2811 Inc first reported a position in Microsoft in Q2 2013 and has held it in 50 quarters since.
Insight 2811 Inc's Microsoft position peaked at $1.77M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.