M3 Advisory Group’s Microsoft MSFT Stock Holding History

M3 Advisory Group’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	$2.18M	Sell	5,880 -121	-2%	-$50.6K	1.34%	17
2025 Q4	$2.9M	Buy	6,001 +118	+2%	+$59.1K	1.77%	14
2025 Q3	$3.05M	Buy	5,883 +307	+6%	+$157K	1.9%	13
2025 Q2	$2.77M	Buy	5,576 +945	+20%	+$410K	1.92%	14
2025 Q1	$1.74M	Sell	4,631 -1,428	-24%	-$582K	1.37%	19
2024 Q4	$2.55M	Sell	6,059 -63	-1%	-$26.8K	1.83%	14
2024 Q3	$2.63M	Buy	6,122 +675	+12%	+$289K	1.93%	12
2024 Q2	$2.43M	Buy	5,447 +949	+21%	+$401K	2%	13
2024 Q1	$1.89M	Buy	4,498 +1,407	+46%	+$570K	1.71%	15
2023 Q4	$1.16M	Buy	+3,091	New	+$1.1M	1.36%	18

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

M3 Advisory Group's MSFT Position: Q1 2026 in Review

M3 Advisory Group reduced its Microsoft (MSFT) stake by 2% in Q1 2026, selling an estimated $50.6K and leaving 5,880 shares worth $2.18M. The position accounts for 1.34% of the portfolio, ranked #17.

M3 Advisory Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.05M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

M3 Advisory Group held 5,880 shares of Microsoft worth $2.18M as of Q1 2026.
M3 Advisory Group sold 121 Microsoft shares in Q1 2026, an estimated $50.6K.
Microsoft made up 1.34% of M3 Advisory Group's portfolio in Q1 2026, its #17 holding.
M3 Advisory Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Microsoft position peaked at $3.05M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.