Miller Investment Management’s Microsoft MSFT Stock Holding History

Miller Investment Management’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	$13.3M	Buy	36,022 +1,267	+4%	+$530K	1.32%	17
2025 Q4	$16.8M	Buy	34,755 +996	+3%	+$499K	1.64%	15
2025 Q3	$17.5M	Buy	33,759 +349	+1%	+$178K	1.76%	14
2025 Q2	$16.6M	Sell	33,410 -258	-0.8%	-$112K	1.74%	13
2025 Q1	$12.6M	Sell	33,668 -262	-0.8%	-$107K	1.4%	17
2024 Q4	$14.3M	Buy	33,930 +166	+0.5%	+$70.7K	1.57%	17
2024 Q3	$14.5M	Buy	33,764 +12,214	+57%	+$5.22M	1.51%	19
2024 Q2	$9.63M	Buy	21,550 +9,395	+77%	+$3.97M	1.15%	23
2024 Q1	$5.11M	Hold	12,155	–	–	0.65%	24
2023 Q4	$4.57M	Hold	12,155	–	–	0.65%	24
2023 Q3	$3.84M	Buy	12,155 +255	+2%	+$84.3K	0.6%	25
2023 Q2	$4.05M	Hold	11,900	–	–	0.62%	25
2023 Q1	$3.43M	Sell	11,900 -794	-6%	-$203K	0.57%	25
2022 Q4	$3.04M	Hold	12,694	–	–	0.52%	27
2022 Q3	$2.96M	Hold	12,694	–	–	0.62%	25
2022 Q2	$3.26M	Hold	12,694	–	–	0.67%	23
2022 Q1	$3.91M	Hold	12,694	–	–	0.62%	24
2021 Q4	$4.27M	Hold	12,694	–	–	0.61%	21
2021 Q3	$3.58M	Sell	12,694 -7,000	-36%	-$2.04M	0.61%	21
2021 Q2	$5.33M	Hold	19,694	–	–	0.93%	12
2021 Q1	$4.64M	Buy	19,694 +9,165	+87%	+$2.13M	0.86%	12
2020 Q4	$2.34M	Hold	10,529	–	–	0.44%	26
2020 Q3	$2.21M	Hold	10,529	–	–	0.54%	19
2020 Q2	$2.14M	Hold	10,529	–	–	0.63%	16
2020 Q1	$1.66M	Hold	10,529	–	–	0.53%	22
2019 Q4	$1.66M	Hold	10,529	–	–	0.37%	33
2019 Q3	$1.46M	Hold	10,529	–	–	0.33%	35
2019 Q2	$1.41M	Sell	10,529 -3,850	-27%	-$489K	0.32%	36
2019 Q1	$1.7M	Sell	14,379 -20,460	-59%	-$2.23M	0.45%	29
2018 Q4	$3.54M	Hold	34,839	–	–	1.04%	10
2018 Q3	$3.98M	Sell	34,839 -2,700	-7%	-$293K	1.21%	7
2018 Q2	$3.7M	Hold	37,539	–	–	1.11%	9
2018 Q1	$3.43M	Hold	37,539	–	–	1.12%	8
2017 Q4	$3.21M	Hold	37,539	–	–	0.98%	9
2017 Q3	$2.8M	Hold	37,539	–	–	0.91%	9
2017 Q2	$2.59M	Sell	37,539 -7,485	-17%	-$514K	0.92%	8
2017 Q1	$2.96M	Hold	45,024	–	–	1.08%	7
2016 Q4	$2.8M	Sell	45,024 -375	-0.8%	-$22.6K	0.91%	7
2016 Q3	$2.62M	Hold	45,399	–	–	0.93%	6
2016 Q2	$2.32M	Buy	45,399 +500	+1%	+$26K	0.9%	7
2016 Q1	$2.48M	Hold	44,899	–	–	1.08%	4
2015 Q4	$2.49M	Hold	44,899	–	–	0.96%	4
2015 Q3	$1.99M	Hold	44,899	–	–	0.8%	7
2015 Q2	$1.98M	Sell	44,899 -3,530	-7%	-$161K	0.74%	8
2015 Q1	$1.97M	Buy	48,429 +7,000	+17%	+$305K	0.71%	11
2014 Q4	$1.92M	Sell	41,429 -4,785	-10%	-$225K	0.73%	9
2014 Q3	$2.14M	Hold	46,214	–	–	1.03%	7
2014 Q2	$1.93M	Sell	46,214 -16,130	-26%	-$653K	0.86%	11
2014 Q1	$2.56M	Sell	62,344 -5,230	-8%	-$196K	1.43%	6
2013 Q4	$2.53M	Hold	67,574	–	–	1.41%	6
2013 Q3	$2.25M	Sell	67,574 -635	-0.9%	-$20.9K	1.35%	7
2013 Q2	$2.36M	Buy	+68,209	New	+$2.23M	1.68%	6

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Miller Investment Management's MSFT Position: Q1 2026 in Review

Miller Investment Management increased its Microsoft (MSFT) stake by 3.6% in Q1 2026, buying an estimated $530K and bringing the position to 36,022 shares worth $13.3M. The position accounts for 1.32% of the portfolio, ranked #17.

Miller Investment Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.5M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Miller Investment Management held 36,022 shares of Microsoft worth $13.3M as of Q1 2026.
Miller Investment Management bought 1,267 Microsoft shares in Q1 2026, an estimated $530K.
Microsoft made up 1.32% of Miller Investment Management's portfolio in Q1 2026, its #17 holding.
Miller Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's Microsoft position peaked at $17.5M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.