Miller Equity Capital Advisors’s Microsoft MSFT Stock Holding History

Miller Equity Capital 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
2025 Q1	–	Sell	-10,625	Closed	-$4.48M	–	25
2024 Q4	$4.48M	Hold	10,625	–	–	1.71%	16
2024 Q3	$4.57M	Sell	10,625 -103	-1%	-$44K	1.78%	14
2024 Q2	$4.79M	Hold	10,728	–	–	1.99%	13
2024 Q1	$4.51M	Hold	10,728	–	–	1.86%	14
2023 Q4	$4.03M	Buy	10,728 +190	+2%	+$67.6K	1.82%	15
2023 Q3	$3.33M	Hold	10,538	–	–	1.72%	16
2023 Q2	$3.59M	Hold	10,538	–	–	1.82%	16
2023 Q1	$3.04M	Hold	10,538	–	–	1.7%	17
2022 Q4	$2.53M	Buy	10,538 +500	+5%	+$120K	1.64%	18
2022 Q3	$2.34M	Buy	10,038 +2,600	+35%	+$687K	1.72%	20
2022 Q2	$1.91M	Buy	7,438 +4,600	+162%	+$1.25M	1.63%	25
2022 Q1	$875K	Buy	2,838 +2,100	+285%	+$632K	0.74%	38
2021 Q4	$248K	Buy	738 +2	+0.3%	+$648	0.23%	43
2021 Q3	$207K	Buy	+736	New	+$214K	0.2%	45

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Miller Equity Capital Advisors's MSFT Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 10,625 shares — an estimated $4.48M sold.

Miller Equity Capital Advisors first reported a position in MSFT in Q3 2021 and held it in 14 quarters. The position peaked at $4.79M in Q2 2024. 5,775 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 10,625 Microsoft shares in Q1 2025, an estimated $4.48M.
Miller Equity Capital Advisors first reported a position in Microsoft in Q3 2021 and held it in 14 quarters.
Miller Equity Capital Advisors's Microsoft position peaked at $4.79M in Q2 2024.
5,775 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.