Mercer Global Advisors
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Mercer Global Advisors’s Microsoft MSFT Stock Holding History

Mercer Global 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 		$745M Buy
2,018,956
+43,298
+2% +$18.1M 1.1% 22
2025
Q4 		$954M Buy
1,975,658
+184,645
+10% +$92.5M 1.45% 16
2025
Q3 		$924M Buy
1,791,013
+284,168
+19% +$145M 1.54% 15
2025
Q2 		$745M Buy
1,506,845
+80,509
+6% +$35M 1.52% 16
2025
Q1 		$534M Buy
1,426,336
+27,273
+2% +$11.1M 1.22% 21
2024
Q4 		$588M Sell
1,399,063
-786,370
-36% -$335M 1.43% 18
2024
Q3 		$920M Buy
2,185,433
+80,979
+4% +$34.6M 2.15% 10
2024
Q2 		$904M Buy
2,104,454
+161,227
+8% +$68.1M 2.47% 9
2024
Q1 		$818M Buy
1,943,227
+158,646
+9% +$64.2M 2.33% 9
2023
Q4 		$671M Buy
1,784,581
+579,591
+48% +$206M 2.02% 10
2023
Q3 		$380M Buy
1,204,990
+201,230
+20% +$66.5M 1.44% 15
2023
Q2 		$342M Buy
1,003,760
+72,372
+8% +$22.7M 1.36% 16
2023
Q1 		$269M Sell
931,388
-31,571
-3% -$8.05M 1.22% 22
2022
Q4 		$231M Buy
962,959
+75,373
+8% +$18.1M 1.16% 23
2022
Q3 		$207M Buy
887,586
+19,579
+2% +$5.17M 1.23% 18
2022
Q2 		$223M Buy
868,007
+50,241
+6% +$13.6M 1.36% 16
2022
Q1 		$252M Buy
817,766
+60,888
+8% +$18.3M 1.48% 12
2021
Q4 		$255M Buy
756,878
+36,103
+5% +$11.7M 1.57% 12
2021
Q3 		$203M Buy
720,775
+35,925
+5% +$10.5M 1.42% 16
2021
Q2 		$186M Buy
684,850
+25,413
+4% +$6.46M 1.43% 16
2021
Q1 		$155M Buy
659,437
+140,655
+27% +$32.6M 1.41% 17
2020
Q4 		$115M Buy
518,782
+36,817
+8% +$7.92M 1.44% 16
2020
Q3 		$101M Buy
481,965
+8,839
+2% +$1.86M 1.52% 14
2020
Q2 		$96.3M Buy
473,126
+76,777
+19% +$13.9M 1.75% 14
2020
Q1 		$62.5M Buy
396,349
+26,851
+7% +$4.42M 1.38% 15
2019
Q4 		$58.3M Buy
369,498
+21,944
+6% +$3.22M 1.16% 19
2019
Q3 		$48.3M Buy
347,554
+19,678
+6% +$2.71M 1.14% 20
2019
Q2 		$43.9M Buy
327,876
+7,593
+2% +$964K 1.16% 14
2019
Q1 		$37.8M Buy
+320,283
New +$34.9M 1.36% 12

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

Mercer Global Advisors's MSFT Position: Q1 2026 in Review

Mercer Global Advisors increased its Microsoft (MSFT) stake by 2.2% in Q1 2026, buying an estimated $18.1M and bringing the position to 2,018,956 shares worth $745M. The position accounts for 1.1% of the portfolio, ranked #22.

Mercer Global Advisors first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $954M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mercer Global Advisors held 2,018,956 shares of Microsoft worth $745M as of Q1 2026.
  • Mercer Global Advisors bought 43,298 Microsoft shares in Q1 2026, an estimated $18.1M.
  • Microsoft made up 1.1% of Mercer Global Advisors's portfolio in Q1 2026, its #22 holding.
  • Mercer Global Advisors first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Microsoft position peaked at $954M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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