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Mezzasalma Advisors’s Microsoft MSFT Stock Holding History

Mezzasalma 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 		$8.66M Buy
23,394
+1,080
+5% +$452K 2.21% 12
2025
Q4 		$10.6M Buy
22,314
+191
+0.9% +$95.7K 2.54% 10
2025
Q3 		$11.5M Buy
22,123
+446
+2% +$228K 2.93% 10
2025
Q2 		$10.8M Sell
21,677
-1,984
-8% -$862K 3.24% 9
2025
Q1 		$8.88M Sell
23,661
-2,365
-9% -$964K 3.07% 9
2024
Q4 		$11M Sell
26,026
-158
-0.6% -$67.3K 3.54% 10
2024
Q3 		$11.3M Buy
26,184
+418
+2% +$179K 4.44% 7
2024
Q2 		$11.5M Buy
25,766
+2,010
+8% +$849K 4.94% 6
2024
Q1 		$9.99M Buy
23,756
+268
+1% +$108K 4.73% 7
2023
Q4 		$8.83M Buy
23,488
+13,130
+127% +$4.67M 4.82% 5
2023
Q3 		$3.27M Buy
10,358
+259
+3% +$85.6K 2.02% 12
2023
Q2 		$3.44M Buy
10,099
+154
+2% +$48.3K 2.09% 11
2023
Q1 		$2.87M Buy
9,945
+22
+0.2% +$5.61K 2.03% 12
2022
Q4 		$2.38M Sell
9,923
-63
-0.6% -$15.1K 2.08% 11
2022
Q3 		$2.33M Buy
9,986
+92
+0.9% +$24.3K 1.85% 12
2022
Q2 		$2.54M Buy
9,894
+470
+5% +$128K 2.15% 11
2022
Q1 		$2.91M Buy
9,424
+28
+0.3% +$8.42K 1.81% 13
2021
Q4 		$3.16M Buy
9,396
+6
+0.1% +$1.95K 1.7% 16
2021
Q3 		$2.65M Buy
9,390
+499
+6% +$145K 1.49% 18
2021
Q2 		$2.41M Buy
8,891
+34
+0.4% +$8.64K 1.33% 22
2021
Q1 		$2.09M Hold
8,857
– – 1.34% 22
2020
Q4 		$1.97M Buy
+8,857
New +$1.9M 1.26% 24

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

Mezzasalma Advisors's MSFT Position: Q1 2026 in Review

Mezzasalma Advisors increased its Microsoft (MSFT) stake by 4.8% in Q1 2026, buying an estimated $452K and bringing the position to 23,394 shares worth $8.66M. The position accounts for 2.21% of the portfolio, ranked #12.

Mezzasalma Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.5M in Q2 2024. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mezzasalma Advisors held 23,394 shares of Microsoft worth $8.66M as of Q1 2026.
  • Mezzasalma Advisors bought 1,080 Microsoft shares in Q1 2026, an estimated $452K.
  • Microsoft made up 2.21% of Mezzasalma Advisors's portfolio in Q1 2026, its #12 holding.
  • Mezzasalma Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Mezzasalma Advisors's Microsoft position peaked at $11.5M in Q2 2024.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.