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Milestone Asset Management Group’s Microsoft MSFT Stock Holding History

Milestone Asset Management 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 		$3.19M Buy
8,628
+99
+1% +$41.4K 1.87% 18
2025
Q4 		$4.12M Buy
8,529
+1,005
+13% +$504K 2.33% 14
2025
Q3 		$3.9M Buy
7,524
+59
+0.8% +$30.1K 2.45% 10
2025
Q2 		$3.71M Buy
7,465
+133
+2% +$57.8K 2.75% 9
2025
Q1 		$2.75M Buy
7,332
+141
+2% +$57.5K 2.49% 13
2024
Q4 		$3.03M Buy
+7,191
New +$3.06M 2.71% 10

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

Milestone Asset Management Group's MSFT Position: Q1 2026 in Review

Milestone Asset Management Group increased its Microsoft (MSFT) stake by 1.2% in Q1 2026, buying an estimated $41.4K and bringing the position to 8,628 shares worth $3.19M. The position accounts for 1.87% of the portfolio, ranked #18.

Milestone Asset Management Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.12M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Milestone Asset Management Group held 8,628 shares of Microsoft worth $3.19M as of Q1 2026.
  • Milestone Asset Management Group bought 99 Microsoft shares in Q1 2026, an estimated $41.4K.
  • Microsoft made up 1.87% of Milestone Asset Management Group's portfolio in Q1 2026, its #18 holding.
  • Milestone Asset Management Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's Microsoft position peaked at $4.12M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.