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Laraway Financial Advisors’s Microsoft MSFT Stock Holding History

Laraway Financial 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 		$3.33M Sell
8,996
-575
-6% -$241K 2.34% 10
2025
Q4 		$4.63M Sell
9,571
-183
-2% -$91.7K 3.02% 8
2025
Q3 		$5.05M Buy
9,754
+60
+0.6% +$30.6K 3.45% 5
2025
Q2 		$4.82M Sell
9,694
-276
-3% -$120K 3.66% 5
2025
Q1 		$3.74M Sell
9,970
-47
-0.5% -$19.2K 2.97% 6
2024
Q4 		$4.22M Sell
10,017
-73
-0.7% -$31.1K 3.25% 5
2024
Q3 		$4.34M Buy
10,090
+995
+11% +$425K 3.46% 5
2024
Q2 		$4.07M Sell
9,095
-6
-0.1% -$2.53K 3.47% 5
2024
Q1 		$3.83M Sell
9,101
-50
-0.5% -$20.2K 3.38% 5
2023
Q4 		$3.44M Sell
9,151
-215
-2% -$76.5K 3.27% 6
2023
Q3 		$2.96M Sell
9,366
-103
-1% -$34K 3.08% 7
2023
Q2 		$3.22M Sell
9,469
-402
-4% -$126K 3.19% 7
2023
Q1 		$2.85M Sell
9,871
-1,059
-10% -$270K 2.88% 7
2022
Q4 		$2.62M Sell
10,930
-790
-7% -$190K 2.74% 6
2022
Q3 		$2.73M Sell
11,720
-20
-0.2% -$5.28K 3.05% 5
2022
Q2 		$3.01M Sell
11,740
-320
-3% -$86.8K 3.21% 3
2022
Q1 		$3.72M Buy
12,060
+250
+2% +$75.2K 3.39% 3
2021
Q4 		$3.97M Buy
+11,810
New +$3.83M 3.54% 2

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

Laraway Financial Advisors's MSFT Position: Q1 2026 in Review

Laraway Financial Advisors reduced its Microsoft (MSFT) stake by 6% in Q1 2026, selling an estimated $241K and leaving 8,996 shares worth $3.33M. The position accounts for 2.34% of the portfolio, ranked #10.

Laraway Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.05M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Laraway Financial Advisors held 8,996 shares of Microsoft worth $3.33M as of Q1 2026.
  • Laraway Financial Advisors sold 575 Microsoft shares in Q1 2026, an estimated $241K.
  • Microsoft made up 2.34% of Laraway Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Laraway Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Laraway Financial Advisors's Microsoft position peaked at $5.05M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.