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Mason Investment Advisory Services’s Microsoft MSFT Stock Holding History

Mason Investment Advisory Services’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 		$799K Buy
2,158
+26
+1% +$10.9K 0.04% 35
2025
Q4 		$1.03M Sell
2,132
-384
-15% -$192K 0.05% 26
2025
Q3 		$1.3M Buy
2,516
+425
+20% +$217K 0.06% 24
2025
Q2 		$1.04M Buy
2,091
+1
+0% +$434 0.06% 23
2025
Q1 		$785K Buy
2,090
+1
+0% +$408 0.05% 30
2024
Q4 		$880K Sell
2,089
-74
-3% -$31.5K 0.05% 26
2024
Q3 		$931K Sell
2,163
-105
-5% -$44.9K 0.05% 23
2024
Q2 		$1.01M Buy
2,268
+134
+6% +$56.6K 0.06% 19
2024
Q1 		$898K Sell
2,134
-48
-2% -$19.4K 0.06% 21
2023
Q4 		$821K Buy
2,182
+234
+12% +$83.3K 0.06% 21
2023
Q3 		$615K Buy
1,948
+876
+82% +$289K 0.06% 27
2023
Q2 		$365K Sell
1,072
-14
-1% -$4.39K 0.03% 43
2023
Q1 		$313K Sell
1,086
-1,302
-55% -$332K 0.03% 44
2022
Q4 		$573K Sell
2,388
-167
-7% -$40.1K 0.06% 27
2022
Q3 		$595K Buy
2,555
+496
+24% +$131K 0.07% 18
2022
Q2 		$529K Sell
2,059
-3,131
-60% -$850K 0.05% 28
2022
Q1 		$1.6M Sell
5,190
-6,492
-56% -$1.95M 0.14% 30
2021
Q4 		$3.93M Buy
11,682
+408
+4% +$132K 0.32% 7
2021
Q3 		$3.18M Sell
11,274
-234
-2% -$68.1K 0.33% 7
2021
Q2 		$3.12M Buy
11,508
+2,388
+26% +$607K 0.32% 6
2021
Q1 		$2.15M Buy
9,120
+1,849
+25% +$429K 0.22% 11
2020
Q4 		$1.62M Sell
7,271
-2,959
-29% -$636K 0.19% 17
2020
Q3 		$2.15M Sell
10,230
-586
-5% -$123K 0.31% 9
2020
Q2 		$2.2M Sell
10,816
-43
-0.4% -$7.81K 0.33% 9
2020
Q1 		$1.71M Sell
10,859
-136
-1% -$22.4K 0.29% 13
2019
Q4 		$1.73M Sell
10,995
-590
-5% -$86.7K 0.26% 18
2019
Q3 		$1.61M Sell
11,585
-477
-4% -$65.6K 0.26% 19
2019
Q2 		$1.62M Sell
12,062
-100
-0.8% -$12.7K 0.27% 19
2019
Q1 		$1.43M Buy
+12,162
New +$1.33M 0.4% 18

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

Mason Investment Advisory Services's MSFT Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Microsoft (MSFT) stake by 1.2% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,158 shares worth $799K. The position accounts for 0.04% of the portfolio, ranked #35.

Mason Investment Advisory Services first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.93M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mason Investment Advisory Services held 2,158 shares of Microsoft worth $799K as of Q1 2026.
  • Mason Investment Advisory Services bought 26 Microsoft shares in Q1 2026, an estimated $10.9K.
  • Microsoft made up 0.04% of Mason Investment Advisory Services's portfolio in Q1 2026, its #35 holding.
  • Mason Investment Advisory Services first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Mason Investment Advisory Services's Microsoft position peaked at $3.93M in Q4 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.